Shareworks vs Codex IPO

Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options. You'll need a Shareworks account to use the app. WATCH IT GROW: • Manage and forecast your portfolio • Track important events, both past and future • View employee stock purchase plan holdings TRANSACT: • Sell or transfer shares • Exercise options • Take action when restricted stock awards vest • View your transaction history SAFE AND SECURE: • Sign in securely via Face ID or Touch ID • All communication is encrypted • No financial data is stored on the device

Know when the companies you follow are preparing to go public. Codex IPO helps you build a focused IPO watchlist, follow estimated and confirmed listing dates, and see upcoming events on a clear visual timeline. HOW IT WORKS • Search by company name or ticker • Review IPO information before adding a company • Track expected dates, status changes, and confidence levels • Choose how many days in advance you want to be notified • Browse upcoming activity by day, week, or month FEATURES • Personal IPO watchlist • Timeline and calendar views • Estimated and confirmed IPO dates • Configurable local notifications • Company status history • List and tile layouts • Filtering and grouped watchlists • Optional AI-assisted company matching with OpenAI or Anthropic The free version supports up to two active pre-IPO companies. Lifetime Pro unlocks an unlimited watchlist with a single in-app purchase. A Finnhub API key is required for IPO data. AI-assisted matching is optional and requires your own OpenAI or Anthropic API key.