NexTool
ProSpreadsheet3,945 downloads

Stock Options Calculator

4.7(473 reviews)

Model the value of your stock options (ISOs and NSOs) under different scenarios. Calculate potential gains at various stock prices, model tax implications for both types, and plan your exercise strategy to minimize taxes.

Features

  • ISO and NSO option modeling
  • Grant-by-grant tracking with vesting schedules
  • Exercise price vs. current/projected stock price analysis
  • AMT (Alternative Minimum Tax) impact calculator for ISOs
  • Capital gains tax modeling for NSOs
  • Multiple exit scenario comparison (IPO prices, acquisition)
  • Optimal exercise timing strategy planner
  • 83(b) election analysis

What's Included

  • Option grants input tab with vesting schedule
  • ISO tax scenario modeler
  • NSO tax scenario modeler
  • Exercise strategy comparison tab
  • Exit scenario analysis tab
  • AMT impact calculator tab

Stock options calculator with exercise scenarios and tax impact modeling

Pro Template

Upgrade to NexTool Pro to download this premium template (included with your subscription — valued at $19).

All Pro templates included with NexTool Pro subscription

Valued at $19 — included free with Pro

User Reviews

“Exactly what I needed to get my finances organized. The formulas are well-built and easy to customize.”

Sarah M.2 weeks ago

“I've tried dozens of budget templates and this is by far the cleanest and most practical one.”

James K.1 month ago

“Very comprehensive. Took a few minutes to set up but once I did, it's been saving me hours every month.”

Priya R.3 weeks ago

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Frequently Asked Questions

What format are the templates in?
Spreadsheet templates are in .xlsx format, compatible with Microsoft Excel, Google Sheets, and LibreOffice Calc. PDF templates are standard PDF files that can be viewed in any PDF reader and printed.
Can I use these templates with Google Sheets?
Yes! All spreadsheet templates work with Google Sheets. Simply upload the .xlsx file to Google Drive and open it with Google Sheets. All formulas and formatting will be preserved.
Are the free templates really free?
Yes, completely free with no strings attached. No credit card, no hidden fees. Some templates require an email address so we can send you updates and tips, but you can unsubscribe anytime.
Can I modify the templates?
Absolutely. All templates are fully editable. Add rows, change categories, adjust formulas — make them work for your specific financial situation.
What do I get with Pro templates?
Pro templates are our most comprehensive, multi-tab workbooks with advanced formulas, charts, and dashboards. They're included with a NexTool Pro subscription, which also gives you unlimited access to all 326+ calculators.

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