For high earners

Optimize equity, taxes, and net worth

RSUs, options, big tax bills, and a growing balance sheet — TaxWatch tracks your equity comp, finds optimization moves, and watches your net worth climb.

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Net worth

$1.84M

5%
Investments$1.21M
Vested equity$420,000
Cash$96,000

$5,300+

Avg. tax savings

RSU & ISO

Tracking

Tax-loss

Harvesting

Real-time

Net worth

What you get

Built for complex compensation

01

Equity comp

RSUs, ISOs, and grants tracked through vest and sale.

02

Tax planning

Spot conversions, harvesting, and bracket opportunities.

03

Net worth

Every account and asset, updated daily.

04

Concierge exports

Clean records for your CPA or wealth advisor.

Equity comp

See your equity clearly

Vesting dates, tax exposure, and harvesting opportunities — all in one place, so a windfall doesn’t become a surprise tax bill.

  • Vesting schedule & value
  • ISO / RSU tax exposure
  • Tax-loss harvesting alerts
  • Multi-account net worth

Upcoming vests

R

RSU — AMZN

Vests Aug 15
$48,200
R

RSU — AMZN

Vests Nov 15
$48,200
I

ISO grant

Exercisable
$120,000
E

ESPP

Purchase
$12,500
Unvested value$420,000
It flagged a Roth conversion and a tax-loss harvest I’d have missed — about $4,200 saved in year one.
M

Marcus J.

Software engineer

Make your compensation work harder

Connect your accounts and brokerages in two minutes.

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