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5min

Sync equity grants

ļ»æļ»æPackagesļ»æļ»æ: ļ»æļ»æBasic | Standard | Premiumļ»æ

ChartHop can keep track of all of your employee stock grants to help plan total compensation.Ā 

If you are using Carta or E*Trade, you can automatically turn on a sync from those systems.

Instructions

  1. Install the appropriate sync fromĀ Apps and Integrations, following the instructions.
  2. Go to theĀ Stock ValuationsĀ page and check that the valuations are correct. If you have a different current value from the most recent preferred, you can add aĀ Grant Price.
  3. Verify on theĀ Data SheetĀ that your stock grants are correct.

ļ»æļ»æWhat if I don't use Carta or E*Trade?

  1. Create a spreadsheet of your stock grants, and upload it into ChartHop as a CSV file.
  2. You will want to re-upload this spreadsheet after board meetings, or whenever grants are issued.
Updated 28 Nov 2022
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What if I don't use Carta or E*Trade?