Esop Equity Tracker

ESOP & Equity Tracker

What it is: Equity management.

Overview

Works out the smallest useful ESOP & Equity Tracker setup for the business in front of it, then builds it only when asked. The default output is a short recommendation, not a spreadsheet. Artifacts - CSV, SQL DDL, JSON Schema, Notion mapping - are produced on request, from one field list so they cannot drift apart.

Layer: Layer 7: Protect. Fits: Scale stage. Table code: n/a.

When to Use This Skill

• esop tracker
• equity management
• option vesting tracker
• share grant register

Also use it when the user says "equity management", or describes the same process happening in a spreadsheet, a document or someone inboxes.

Do not use it for: payroll calculation, tax filing, or legal advice. This skill produces empty templates only - it never holds or processes real employee or customer data.

How It Works

Follow the shared execution contract. The module-specific rules below define only domain fields, decisions, calculations, and safety constraints.

Step 1 - Identify intent

Read the request and pick the intent before asking anything.

• "set up" or "build" or "create" -> the user wants artifacts; go to Step 2.
• "our process is ..." or "it is in a sheet" -> the user wants to move an existing process; capture it, then Step 2.
• "is this right" or "review" or "audit" -> the user wants a check, not a build; answer from what they share.
• "how do I ..." -> advice question; answer directly and offer the build only if it helps.

Ask only if this is the highest-value missing fact; otherwise proceed without an opener:

Q: Does your company have an ESOP or option plan?

Step 2 - Ask only what is missing

Skip anything the user already answered, in any earlier message. Ask the rest one at a time, and stop as soon as the remaining answers would not change the output.

• Plan - ESOP, options or RSUs? / How many people? / How many grants?
• Vesting - Vesting schedule? / Cliff period? / Acceleration on exit?
• Valuation - Latest valuation? / Who provides it? / How often updated?
• Current process - Is it tracked now? / Spreadsheets? / What gets missed?
• Outcome - What do you need? / A grant register, a vesting view or both?

Never invent an answer. If the user does not know, record it as unknown and carry on.

Step 3 - Hold the internal context

Hold the answers in this shape. It stays internal - it is not shown to the user unless they ask, and it never carries a value the user did not give.

module: esop-equity-tracker
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Plan": null
  "Vesting": null
  "Valuation": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Step 4 - Recommend the smallest workflow

If an artifact was requested, build it after resolving essential missing facts. Otherwise give a short recommendation and offer the relevant artifact.

Recommended approach: Track one row per grant with the vesting dates derived, and keep the valuation as a separate dated record.

Why this one: Equity records are read far more often than they are written. Getting the vesting schedule right at entry saves the recurring queries.

Workflow: Grant issued → Vesting schedule derived → Vesting events recorded → Valuation applied → Payout or lapse

Step 5 - Build only on request

Once the user asks for it, derive the fields from the confirmed context and emit the requested artifacts. For machine-readable text, keep prose outside the data; for files, provide a usable link. Report material validation failures or limitations separately.

A selected Notion output is rendered by notion-manual-import, so route the Notion step there. When the user selects Notion, hand that step to @notion-manual-import: it holds the CSV, the property mapping, the import steps and the verification checklist, and it renders the Field Reference below instead of defining a table of its own. Do not restate the mapping here and do not improvise the import steps. Manual CSV and mapping outputs need no connection. For requested workspace changes, follow the shared contract: verify actual tool access and the target before writing. A user saying "connected" is not tool evidence. Never ask for a Notion password or token.

For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the text correctly. A CSV is not an .xlsx workbook; create .xlsx only when the user requests a workbook. A CSV carries no types, so after it, name the columns that need a number, date or currency format applied.

Grant Title,Employee Name,Grant Date,Shares Granted,Strike Price,Currency,Vesting Start,Vesting Schedule,Cliff (Months),Shares Vested,Shares Exercised,Confidential,Status,Grant ID
2026 ESOP Grant,Aarav Sharma,2026-01-01,2400,450.00,INR,2026-01-01,"4 years monthly, 12 month cliff, 25% on the first anniversary.",12,600,600,Internal,Granted,

CREATE TABLE esop_equity_tracker (
  grant_title VARCHAR(255),
  employee_name VARCHAR(255),
  grant_date DATE NOT NULL,
  shares_granted NUMERIC NOT NULL,
  strike_price NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  vesting_start DATE NOT NULL,
  vesting_schedule VARCHAR(255),
  cliff_months NUMERIC NOT NULL,
  shares_vested NUMERIC NOT NULL,
  shares_exercised NUMERIC NOT NULL,
  confidential VARCHAR(100) NOT NULL,
  status VARCHAR(100) NOT NULL,
  grant_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_esop_equity_tracker_status ON esop_equity_tracker (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "ESOP & Equity Tracker",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Grant Title": { "type": "string" },
      "Employee Name": { "type": "string" },
      "Grant Date": { "type": "string", "format": "date" },
      "Shares Granted": { "type": "number" },
      "Strike Price": { "type": "number" },
      "Currency": { "type": "string" },
      "Vesting Start": { "type": "string", "format": "date" },
      "Vesting Schedule": { "type": "string" },
      "Cliff (Months)": { "type": "number" },
      "Shares Vested": { "type": "number" },
      "Shares Exercised": { "type": "number" },
      "Confidential": { "type": "string" },
      "Status": { "type": "string" },
      "Grant ID": { "type": "integer" }
  },
  "required": [
      "Grant Date",
      "Shares Granted",
      "Strike Price",
      "Vesting Start",
      "Cliff (Months)",
      "Shares Vested",
      "Shares Exercised",
      "Confidential",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Grant Title | Title | Use as the database title |
| Employee Name | Text | Leave as Text |
| Grant Date | Date | Convert to Date |
| Shares Granted | Number | Convert to Number |
| Strike Price | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Vesting Start | Date | Convert to Date |
| Vesting Schedule | Text | Leave as Text |
| Cliff (Months) | Number | Convert to Number |
| Shares Vested | Number | Convert to Number |
| Shares Exercised | Number | Convert to Number |
| Confidential | Select (add options after import) | Convert to Select, add options: "Public", "Internal", "Restricted", "Highly Restricted" |
| Status | Select (add options after import) | Convert to Select, add options: "Draft", "Approved", "Granted", "Vested", "Exercised", "Cancelled" |
| Grant ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |

The rows above are documentation examples only. Emit empty templates unless the user explicitly requests examples. Money stays currency, dates stay date, and anything pointing at another table stays relation.

Field Reference