Employee Stock Purchase Plan (ESPP) Calculator

Navigating the performance and tax implications of your employee stock purchase plan can be overwhelming. We've created this free calculator to help point you in the right direction.

Employee Stock Purchase Plan (ESPP) Calculator

Navigating the performance and tax implications of your employee stock purchase plan can be overwhelming. We've created this free calculator to help point you in the right direction.

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Derek Jess, CFP® Senior Wealth Manager

Start by providing some information about your company's plan, then fill in details for the stocks you own, adding a line for each purchase period.

 
  • Missing information on one or more fields.
  • The offering date must be before the Purchase date.

Your Estimated ESPP Results

Check out Employee Stock Purchase Plans 101 for more details, including how to know if your employer stock has become an outsized portion of your investments.

Have a specific question? Download your results and send them to a Plancorp advisor.

Speak to an Advisor

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.