Start with the client's grant records and a company record in the correct workspace. See the collection checklist.
Use Quick Add for a grant
Open the client → Equity → Add Equity.
In Quick Add Equity, confirm the client and company.
Enter the grant nickname, equity type, vesting schedule template, quantity, and grant date.
For an ISO or NQO, enter the strike price and expiration date. Check the actual agreement before using the 10 Years shortcut.
For a relevant restricted award, review the Double Trigger setting.
Continue to the grant review, inspect the generated schedule and details, then confirm the save.
Choose another input method
For spreadsheets, follow Import equity data. For supported grant documents, follow AI equity import. For purchased ESPP shares, use the ESPP lot workflow.
Reconcile after saving
In Equity, review Grants Summary, Current Holdings, Upcoming Vests, and the relevant award-analysis sections. Open the grant to inspect its details, vesting schedule, and actions.
Compare quantities and dates with the source. Confirm that sales and withheld shares are reflected so gross vested shares are not mistaken for remaining holdings. Review any missing company-data warning before planning.
Keep history separate from proposals
Record completed transactions using the action workflow. Model proposed exercises or sales in a trading plan. Avoid recording a proposal as if it already occurred.
Grant/action editing depends on workspace permissions.