Company equity
The equity you own.
A clearer picture.
Your grants are part of your wealth. Give them the same clarity as the rest of it.
Bring company shares, stock awards, and options together. See what they represent, with the prices and grant details behind the value.
3 grants · 409A price €12.00
Included in your wealth picture
Every grant has its own story
Shares and options.
Room for both.
Keep multiple grants under the company they belong to, with their quantities, grant dates, and the details that affect their value.
Full-value awards
The shares behind your stake.
Track restricted stock units, restricted stock awards, and common shares. Keep the quantity and grant date with each award.
500 exercised 1,500 unexercised
Stock options
More than a share count.
Record ISOs and NSOs with a strike price and exercised quantity, so your estimate reflects the difference between options and shares.
The number, explained
Know what’s behind
your equity value.
A grant’s value depends on the share price and the kind of equity you hold. Keep those assumptions visible.
Record 409A, preferred, and custom prices. Choose a pricing basis for your options. Full-value awards use the 409A price when available.
Add a ticker and exchange, look up an available market quote, and keep the recorded market price up to date.
Try a different price basis
Share price
€12.00Using the recorded 409A price.Unexercised options
1,500 × (€12 − €4 strike)
€12,000Exercised shares
500 × €12
€6,000Illustrative prices and grant. An estimate of equity value, before any taxes or transaction costs.
Keep the context
The details change.
Your record can, too.
Add a grant, revise a price, or record newly exercised shares. Keep your company information, valuation history, and notes in one place.
Company status, funding round, and currency
Employment relationship and grant details
Notes for the context behind your records
September 2026 Current
€36,000409A price updated to €12.00March 2026
€29,000409A price recorded at €10.00NotesShare price updated from the latest company valuation.
Illustrative history with the same grants and exercise quantities.
A few useful details
Clarity starts
with the basics.
Which grant types can I add?
Restricted stock units (RSUs), restricted stock awards (RSAs), incentive stock options (ISOs), non-qualified stock options (NSOs), and common shares. Add multiple grants to each private or public company.
Does Assely exercise or sell my equity?
No. Company equity is a tracking and valuation workspace. You record grant details, share prices, and exercised quantities. These records don’t execute transactions, and an estimated equity value isn’t available cash.
Is this also for private investment funds?
Company equity tracks shares and grants in a company. Dedicated fund commitments, capital calls, and NAV workflows are coming soon. You can already record a manually maintained total value under Other assets.
Your wealth. In perspective.
Your stake belongs
in the bigger picture.
Bring your company equity into the same conversation as the rest of your wealth.