How do I enter employee stock options?

Open the account’s Edit Investments page, use the Add Investment button for the currency and select Employee stock options. For a public company, choose the underlying stock symbol; otherwise enter a name and complete the applicable private-company selection.

Enter the number of options, underlying share price, exercise price and planned exercise date. Use separate entries for options with different exercise dates. Review the expected capital appreciation of the underlying shares before exercise and their returns afterwards.

TIME MACHINE models a cashless exercise when the options have value and then holds the resulting shares. It does not model adding cash to exercise all options at their strike price. The resulting shares can subsequently be sold as needed for withdrawals and rebalancing.