Effortlessly combine Prospect’s predictive model and tax engine with your holdings to build customized option exercise strategies
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Prospect projects your future tax burden, actions you can take to lower it, and the ROI of exercising and selling stock.

Predictive models show you the ROI of exercising today and how this compares to other investments.

Prospect’s Solver algorithm picks the optimal option grants and shares to exercise or sell at each step to meet your goals.

Leave the heavy lifting to us without sacrificing sophistication. The Common Strategy library helps you consider all your options and instantly view the tradeoffs between actions you can take.

Sell Tax-Optimal Shares
Secondary Market Prices
Diversification Analysis
Equity Autopilot Reminders
Prospect's Future Price Projections
Home Purchase Planning
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Personalized Option Exercise Strategies
Track & Use AMT Credits
Option Exercise ROI Analysis
Equity Loan Models
Custom Models for any equity problem
Unlimited Calls
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