Shareworks

Shareworks

Morgan Stanley at Work

10K ratings
185 reviews
Free

Details

  • Released
  • Updated
  • May 17, 2016
  • April 23, 2026
Shareworks screenshot #1 for iPhone
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About

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Manage and forecast portfolio
Track past and future events
View ESPP holdings
Sell or transfer shares
Exercise options
Manage vested stock awards
View transaction history
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What users say

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What's New in Shareworks

8.0.1

April 23, 2026

Miscellaneous improvements and bug fixes

User reviews

slow

delays are too slow

Horrible

Often when I login and it send the code the numbers keyboard doesn’t go away so I cannot submit it. If I do get in the data available is so limited and it is useless. In the search I tap a key and it takes a long time for it to show. Tap three letters and search gets all messed up with the delays. This is on an iPhone 17 Pro Max. So it’s not the phone. It’s also on 5G and gig WiFi, so not the network. Only thing left is this app. Don’t recommend.
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Tellement compliqué

L’authentification à 2 facteurs est un enfer ! Ce n’est pas Microsoft Authentificator…. C’est compliqué pour rien. Et en plus il n’y a pas de service en français…

Incapable and uninformative

Want to transfer these available shares in a five-step process? Step 4 is Error–can’t do that! Why not? Can’t tell you. Can I transfer the shares that have been sitting for more than a year? Yes, but step 4 is No. How about telling me how many shares I had a year ago? Sorry, we will only reveal the last six months of transactions.

What percent of my income can I contribute and not go over the ESPP share limit based on the current stock price? Sorry, that’s your problem, not ours. But if I overestimate, you’re just going to sit on my extra cash do nine months. Sounds like a YOU problem!

Can I just sell shares on Shareworks? Nope! You have to create a separate E-trade account and if you’re nice well let you transfer only to the E-trade account under circumstances we won’t tell you.

No company should select Morgan Stanley Shareworks for their stock programs unless they hate their employees.
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Broken for months they don’t care

Garbage in garbage out.

Developer apps

User experience

🐞

Reported Bugs

3 issues

Login and authentication problems

Bug

Transactions page not loading

Bug

Incompatibility with newer iPhone models

Bug

Requested Features

3 requests

Add ability to deposit funds through the app

Feature

Show original investment amount and growth percentage

Feature

Improve dashboard to include more detailed portfolio information

Feature

FAQ

What can I do with this app?

This app allows you to manage your equity plan on the go. You can view and forecast your portfolio, track important events, manage your employee stock purchase plan holdings, sell or transfer shares, exercise options, and view your transaction history.

Do I need an account to use the app?

Yes, you will need a Shareworks account to use the app. This ensures secure access to your personal equity plan information.

Is my financial data safe on the app?

Yes, the app is designed to be safe and secure. It uses Face ID or Touch ID for secure sign-in, encrypts all communication, and does not store any financial data on your device.

What types of equity plans does this app support?

The app supports managing various aspects of your equity plan, including employee stock purchase plan holdings, exercising options, and managing restricted stock awards when they vest.

Is there a cost to use the Shareworks app?

Based on the provided information, the app itself is free to download and use. However, you do need an existing Shareworks account, which is typically provided through your employer.