Shareworks

Shareworks

Morgan Stanley at Work

10K ratings
187 reviews
Free

Details

  • Released
  • Updated
  • May 17, 2016
  • August 26, 2026

Features

Shareworks screenshot #1 for iPhone
Shareworks screenshot #2 for iPhone
Shareworks screenshot #3 for iPhone
Shareworks screenshot #4 for iPhone
Shareworks screenshot #5 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

8.1.0

August 26, 2026

Miscellaneous improvements and bug fixes

User reviews

Unable to connect to server

Same error, “try again later,” week after week, month after month. The app doesn’t work. Pick a different company than Morgan Stanley when setting up an ESPP for your business.

Server issues

Constantly unable to connect to the server! Waste of time and restricts account access

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…

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.