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https://github.com/jedcn/rsudist

Google Sheets Add-on that illustrates future vesting events
https://github.com/jedcn/rsudist

add-on equity financial-literacy google-sheets vesting-schedule

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Google Sheets Add-on that illustrates future vesting events

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README 

        
# rsudist



This is the home of [some JavaScript][Code.js] that provides a [Custom

Function] for [Google Sheets] named `=RSUDIST`.



You provide information to `=RSUDIST()` about an equity grant:



* How many RSUs were granted?

* When do these RSUs begin to vest?



And it generates a schedule indicating distribution events for that

equity.



## Why might you use `=RSUDIST`?



`=RSUDIST` makes reasoning about equity easier.



You can **only benefit** from better understanding any equity that has

been granted to you.



And Google Sheets is a good mechanism for exploring how vesting equity

and changing stock prices can impact you.



## Why would I create/share `=RSUDIST`?



I have always wanted something that would be illustrative of possible

outcomes in the way that `=RSUDIST` is.



It was helpful to me, and whether you have been dealing with equity

for years or are just getting started, I think it can be helpful to

you, too.



Lastly, I have known people that have *entirely disregarded*

compensation from equity because they did not understand it, and I do

not want anyone to be in that position if I can help them avoid it.



## How do you "get" `=RSUDIST`?



1. [Create a new Google Sheet]

2. Navigate to Tools > Script Editor (a new window will open)

3. Replace the default Script Editor content of `function myFunction {

   }` with the contents of [this file][Code.js].

4. Save your changes in the Script Editor

5. Navigate back to your Google Sheet

6. You should now be able to invoke `=RSUDIST()`.



## How do you use `=RSUDIST` once it is available in a Google Sheet?



It can be invoked with arguments directly: `=RSUDIST(16, "1/1/2020")`.



RSUDIST with values



Alternatively, you could put `16` and `1/1/2020` in two cells right

next to each other, and you can pass in a reference to those cells:

`=RSUDIST(A1:B1)`.



RSUDIST with references



Lastly, if you are in the fortunate situation where you have two

grants, you could describe each grant as above and then pass in a

reference to that range: `=RSUDIST(A1:B2)`.



RSUDIST with two grants



In this situation, `=RSUDIST` will merge the results together, and if

dates overlap the RSUs vested will be combined.



## Assumptions, Limitations, and a Warning



* **Assumption**: `=RSUDIST` assumes a quarterly vesting schedule over

  4 years.

* **Limitation** `=RSUDIST` does not presently model a year long cliff

  in any grant.

* **Warning: `=RSUDIST` was created quickly during a vacation with

  limited input, and I am not convinced that it produces accurate

  results.**



It could be valuable to you if you want to get a rough idea of how an

equity situation will change over time inside of a Google Sheet.



However, YOU MUST DOUBLE CHECK what it produces against the reality

defined by your financial institution.



In this regard, please pay particular attention to the part of the

[LICENSE] that reads:



> THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,

> EXPRESS OR IMPLIED



## Future Development



I have submitted `=RSUDIST` to be a proper Google Sheets Add-on, but

I'm still working through what's required for that.



In the mean time, you can surely use/consume `=RSUDIST` as described

above.



If you are looking to fix bugs or add features so that they are merged

back in here, I suspect you should open an issue to describe what you

want.



I have a test suite for `=RSUDIST` that lives inside a Google Sheet--

and I would share that with anyone that wants to collaborate.



I will also consider converting this over to use [Clasp], but I'll

wait until I get through / give up on this becoming a proper Google

Sheet Add-on, first.



## In Closing



I hope that `=RSUDIST` can be useful to you, and if you see a problem

or shortcoming I invite you to [create an issue].



Be informed.



Be well.



Happy New Year.



[Code.js]: src/Code.js

[Google Sheets]: https://www.google.com/sheets/about/

[Custom Function]: https://developers.google.com/apps-script/guides/sheets/functions

[Create a new Google Sheet]: https://sheets.new/

[LICENSE]: ./LICENSE

[Clasp]: https://github.com/google/clasp

[create an issue]: https://github.com/jedcn/rsudist/issues/new