Improved Portfolio Screen and Badging

We’re excited to announce updates to how we present your equity information.

Now, when you visit a company screen, you’ll see a summary of all your equities, grouped by type. In addition, if you have option grants, you’ll see an overview to help you understand key information, including how many options you can exercise and the next vesting date.

Additionally, we’ve also added improved badging to make it easier to understand the vesting and exercise status for each of your grants.

Don’t have the app yet? Get it now!

Alex Legault