Compound Planning vs RSU Tracker Vestward

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.

Your RSUs are a paycheck you haven't collected yet. Vestward shows exactly when it lands, what survives tax, and what to do with it, entirely on your iPhone. Brokers show you a number. Vestward tells you what it means: the date of your next vest, the estimated net after tax, the gap between what your employer withholds and what you'll actually owe, and what a sell rule or a resignation would do to all of it. KNOW YOUR NEXT VEST, AFTER TAX • Every upcoming vest with shares, gross value and estimated net • Home dashboard: unvested total, vested this year, 12-month outlook • Widgets and a Lock Screen countdown to the next vest SEE THE TAX BILL EARLY • Withholding Gap: what's withheld at vest vs. your estimated true tax, per vest and per year • Your rates, your country: editable presets for 46 countries, or build your own tax bands • Enter the actuals from your broker statement; confirmed vests are never overwritten PLAN THE SHARES, NOT JUST THE DATES • Sell Rule: sell X% at every vest, cash raised vs. shares kept, year by year • Leave Date: what vests by your last day, and what you'd leave behind • Offer Compare: your remaining grants vs. a competing offer, four years out INSIGHTS THAT EARN THEIR SCREEN • Vesting progress, allocation by company, year-by-year and cumulative wealth charts • Vesting calendar heatmap and an effective-rate tax lens • Price sensitivity: what a ±30% move does to your unvested value BUILT FOR REAL RSU SCHEDULES • Tranche schedules: 4-year with cliff, Amazon-style 5/15/20/20, Apple semiannual, Meta quarterly, Google monthly, front-loaded or fully custom • Month-end aware date math (Jan 31 → Feb 28 → Mar 31), weekend shifts, leap years • Broker-style rounding: floor with final true-up, nearest, or floor-drop • Several companies and currencies, refreshers, stock splits, private-company FMV and double-trigger PRIVATE BY ARCHITECTURE • No account, no server, no analytics, no ads • Your data stays on your iPhone; optional iCloud sync uses your own Apple ID • Price lookups send a ticker symbol: never your holdings • Face ID lock and a hide-numbers mode for showing the app around • App Privacy label: Data Not Collected FREE TO START One grant is free forever. Vestward Pro (annual with a 7-day free trial, monthly, or lifetime) unlocks unlimited grants, the withholding-gap breakdown, every planner tool and CSV export. Vestward provides estimates for planning only, not tax, legal or investment advice. Verify against your grant documents and a tax professional. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/