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.

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.