Your equity comp, decoded.
RSUs, ISOs, ESPP, 83(b) elections, AMT, backdoor Roth — EquityIQ reads your grants and turns them into a personalized monthly action list. Built for engineers at public tech companies. $29/mo. No advisor, no AUM minimum.
No spam. Unsubscribe anytime. We'll send the RSU playbook when the beta opens.
The questions you already ask yourself every quarter
Should I sell or hold this vest?
We score each vest for tax drag, concentration risk, and opportunity cost. No crystal ball, just a defensible framework.
Will I get hit with AMT this year?
ISO exercises run through an AMT projector before you pull the trigger. We tell you how many shares you can exercise before the cliff.
Max the ESPP or save the cash?
We compute the effective yield of your plan vs. your marginal rate and flag when to enroll.
Backdoor or mega-backdoor Roth?
Income-limit checks, pro-rata trap warnings, and a step-by-step for the current tax year.
Start free. No account required.
Try the free RSU vest tax estimator. See your federal + state + NIIT withholding in 10 seconds.
Open the calculator →Pricing
Core
$29/mo
- — Grant + vest ingest (CSV upload)
- — 10-question intake, state-aware tax math
- — Personalized monthly action list
- — AMT, ESPP, and Roth planning
- — Weekly email digest
30-day money-back. Monthly. Cancel anytime.
EquityIQ is an informational planning tool. Not financial, tax, or legal advice. Read the full disclaimer.