Equity Copilot

Invest Better

A suite of intelligent tools.

Explore Current Tools
1. Optimize equity grant allocation

Equity Grant Allocator

Analyze your employee stock grant and decide on an allocation between cash, RSUs, and options based on your risk profile and market outlook.

  • Model various payoff scenarios
  • Compare cash, RSU, and option outcomes
  • Analyze risk and reward tradeoffs
Launch Allocator
Equity Grant Allocator dashboard showing allocation sliders.
2. Begin equity diversification

M7 Stock Diversifier

Reduce single-stock risk by modeling a two-asset portfolio. See the benefits of diversification with an efficient frontier.

  • Visualize risk vs. return trade-offs
  • Discover assets with low correlation
  • Optimize your two-asset allocation
Launch Diversifier
M7 Stock Diversifier showing an efficient frontier chart.
3. Optimize the overall portfolio

M7 Portfolio Optimizer

(In development).

    A person reviewing complex financial charts and data for portfolio optimization.

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