Hey Andre. Thanks for creating this awesome dashboard and sharing it with everyone. I enjoy reading your posts, and this dashboard is super insightful. If I want to include details of RSU shares I have already sold, how can I update this dashboard?
As of right now the dashboard doesn't include that level of detail. That is an interesting idea though. How are you thinking about what that might look like?
I think timing of the RSU sales would have impact on both "total comp" and "hold vs diversify" dashboards. It would be helpful to have backtest view of the sell decisions and also help plan for future sales.
Hey Andre! I have been using your dashboard for myself and my husband (Meta/Amazon) since last year and I find it to be so useful. Thanks for doing this :).
Can I modify the Total Comp sheet in my current 2023 dashboard to display the 2024 pay structure? Or, would it be more appropriate to generate a new workbook for 2024?
Glad to hear you are enjoying it. I had a hacked together one that included both mine and my partners in a single sheet that was really helpful.
You can either make a new sheet (would be easy to copy and paste in your rsu info since the format is the same), or modify the original to update the monthly formulas with the correct pay schedule.
Hey Andre. Thanks for creating this awesome dashboard and sharing it with everyone. I enjoy reading your posts, and this dashboard is super insightful. If I want to include details of RSU shares I have already sold, how can I update this dashboard?
As of right now the dashboard doesn't include that level of detail. That is an interesting idea though. How are you thinking about what that might look like?
I think timing of the RSU sales would have impact on both "total comp" and "hold vs diversify" dashboards. It would be helpful to have backtest view of the sell decisions and also help plan for future sales.
Hey Andre! I have been using your dashboard for myself and my husband (Meta/Amazon) since last year and I find it to be so useful. Thanks for doing this :).
Can I modify the Total Comp sheet in my current 2023 dashboard to display the 2024 pay structure? Or, would it be more appropriate to generate a new workbook for 2024?
Glad to hear you are enjoying it. I had a hacked together one that included both mine and my partners in a single sheet that was really helpful.
You can either make a new sheet (would be easy to copy and paste in your rsu info since the format is the same), or modify the original to update the monthly formulas with the correct pay schedule.