The stock option agreement page provides a clear and visual overview of your equity rights, showing what’s already exercisable, what’s still vesting, and how company valuation can influence your potential gains.
You can access this page by going to your portfolio and selecting a specific stock option agreement from your list of instruments.
What you can do on your stock option agreement page
On this page, you can:
See a visual breakdown of your stock options
Exercise your options
View your vesting and exercise graphs
Track the historic value of your options
Review the agreement details, including post-termination terms
Access the attached documents
Let’s walk through each section:
Visual overview of your stock options
At the top of the page, you’ll find a visual representation of your stock options, divided into clear categories:
Available for exercise: options that are fully vested and ready to be exercised
Exercised options: options you’ve already converted into shares
Options waiting to vest: those still under the vesting schedule
You’ll also see:
The total number of outstanding options
The total exercise cost (the amount needed to purchase all vested options)
The current total value of your options
A simulation tool that lets you model different company valuations and see how your potential gains would change
Exercise your stock options
If your options are vested and available, you’ll see a “Start exercising” button directly on the page.
Clicking it allows you to start the exercise process in just a few steps, confirming the number of options to exercise, the total cost, and receiving a summary of your new ownership position. Read this article for more details.
Graph of vested and exercised options
This graph shows your vesting progress over time, including how many options have vested and how many have already been exercised.
It provides a clear visual timeline of your equity journey, helping you anticipate when new options will become available.
Historic value of your options
In this section, you can explore how the value of your options has evolved since the grant date.
It reflects company valuation updates and share price changes, giving you insight into your potential profit or loss over time.
Review your agreement details
Below the charts, you’ll find all key details of your stock option agreement, including:
Agreement type
Number of options granted
Exercise price
Vesting terms and schedule
Expiry date
Post-termination exercise clause: specifying how long you have to exercise your vested options if your employment ends
Access your documents
At the bottom of the page, you’ll find all documents attached to your stock option agreement, such as your signed grant letter or supporting equity documents.
You can open or download them directly for safekeeping.
Conclusion
The stock option agreement page in your Unlisted portfolio gives you a complete view of your stock options, from vesting and exercising to tracking value and reviewing agreement details.
It’s designed to help you understand, manage, and act on your equity with clarity and confidence, ensuring you always know where you stand on your ownership journey.