What kind of data does the platform access?
Understand what data you need to input and what data Grantd accesses automatically.
Data You Need to Input
Financial advisors or employees need to input:
Grant Information
Current grant summaries with vesting schedules from grant documents
Owned Shares Information
- Acquisition date
- Acquisition price
- Number of shares
- Cost basis
- Exercise/sell dates
Investment Holdings
The estimated value of outside investments (brokerage and retirement accounts), not including company stock or options
Tax Information
The client's most recent tax return for modeling multi-year diversification strategies with tax and cash flow functionality
Document Upload
Documents can be uploaded for automatic extraction of grant information
Data Grantd Accesses Automatically
Grantd accesses company stock prices and historical volatility data to calculate:
- Intrinsic values
- Time values
- Risk analytics
The platform pulls this data automatically based on the company ticker symbol entered.