Make compensation visible
Organize vesting schedules, grant types and deadlines alongside the rest of your financial picture.
For executives
Your ambition.
A wider perspective.
Your company may be a major part of your career and your wealth. See the bigger picture around compensation, concentration and your choices.
Explore a scenario
THE NEXT CHAPTER IS YOURS.Start with a bigger question
How connected are your career risk and your portfolio?
Equity decisions work better when the rest of your household is in view.
WealthOS is being imagined as a partner in understanding: clear context, visible assumptions and the right questions at the right time.
See the approachConnections being considered
Context for your next decision.
- Google Calendar
- Outlook
- Google Drive
- Marketstack
Calendar and Outlook could organize review dates, Drive could support selected-document review, and Marketstack could add dated equity-market context.
These workflows are proposed. Current financial scenarios are fictional; provider contents are not used by the live AI guide. Tier previews do not grant access.
Explore integration purposes and permissionsAn interactive perspective
ILLUSTRATIVE WORKFLOWPrepare before the deadline.
See the grants, timing and household context together. Organize the questions that need tax, legal and investment review before an event arrives.
Separate fictional executive example
A clearer view beyond
your compensation package.
Connect vesting schedules, concentration, taxes and near-term life goals.
Synthetic grant schedule · prepared 12 October 2026 · share counts only, no market value or tax estimate
SELECTED EVENT / RSU-01
2027-01-15
400 restricted shares scheduled to vest.
Source: Fictional grant ledger / RSU-2024-A. Fictional and unverified.
Before the date
- Review concentration alongside career income.
- Confirm grant terms and trading restrictions.
- Prepare tax and liquidity questions for qualified specialists.
No live share price, tax advice, exercise or sell instruction.
Explore executive planningConnected considerations
The details make
the bigger picture.
Planned workflows to help turn financial complexity into a coordinated plan.
Understand concentration
Explore exposure across vested stock, future compensation and household income.
Coordinate the specialists
Prepare context for tax, legal and investment review before time-sensitive decisions.
Explore your next move
Consider a sabbatical, a new role or a new venture in the context of your financial life.
Concept capabilities only. The preview does not provide personal investment, tax or legal advice.
The future is personal.