Sync equity grants



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

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

Instructions

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

What 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.