Upon logging in, you will see your Dashboard.
Your Dashboard displays your Total Portfolio Value, Tasks, Past Events, and Future Events.
The Total Portfolio Value area shows you a breakdown of your total, available, unavailable, and potential portfolio value in Shareworks:
- Total Portfolio Value is the sum of the available and unavailable value of your equity in Shareworks.
- Available value is the total of your vested and transactable equity
- Unavailable value is the total of your unvested and non-transactable equity
The Tasks area allows you to act on any items available to you in your account. Items can include accepting grant agreements, electing release methods, enrolling in savings plans, etc.
The Available value area allows you to view details of your equity available for transaction. You'll see a summary of total value amount of all your vested equity and a breakdown of the available value and shares by award types and savings plans.
The Unavailable value area allows you to see details on your unvested equity that is not available to transact on. You'll see a summary of total value amount of all your unvested equity and a breakdown of the unavailable value and shares by award types and savings plans.
If you select the savings plan or award type in the breakdown, you will be directed to your Portfolio tab.
The Upcoming Events and Past Events areas contain details on both past and future events related to your equity, such as past transactions and future vesting dates. These events are shown based on award type or savings plan. Additional activity details can be viewed on the Activity tab.
Above the events area you may see your company's stock ticker. The stock ticker will display up to date information on your company's stock price.
