mathstub notion toolkit · $29
Equity Comp Decision Tracker
Your broker tracks your shares. Your W-2 tracks your wages. Nothing tracks the decision math — until now. A single Notion workspace that holds every grant, vest, sale, and exercise, projects the 4-year tax picture across every line type, and walks the cost-basis fix on every 1099-B that hits in February.
Buy on Gumroad · $29Secure checkout via Gumroad · 14–30 day money-back guarantee · Lifetime updates
Worked example
Maya catches $2,574 of RSU cost-basis double-tax on a single sale
The broker reports cost basis = $0 on 1099-B. Without the Form 8949 column (g) fix, the IRS taxes the same dollars twice (once as W-2 wages at vest, again as capital gain at sale). This Tracker writes the adjustment for you — typical 100-share sale: $2,500 saved.
What’s inside
Six sections, each with worked math + a live Notion database + a deep-link to the matching free Mathstub calculator.
4-year tax projection grid
48-month W-2 + RSU + AMT + cumulative
RSU cost-basis fix kit
Stops TurboTax double-taxing your sales
AMT credit recovery calendar
Multi-year Form 8801 scheduler
CPA brief (2-page)
Saves the first 30 min of the meeting
10-recipe scenario cookbook
From first vest to leaving the company
7 live databases + 4 examples
Grants, vests, sales, exercises pre-filled
Why buyers trust this
Good fit if
- Tech worker with active RSU + ESPP + ISO/NSO exposure
- Anyone who has been confused by a 1099-B from Schwab / E*Trade / Fidelity
- Pre-IPO or post-IPO employees managing a multi-year vesting cliff
Not a good fit if
- Pure salary, no equity (use the Year-End Playbook instead)
- Multi-state mid-vest moves (you also want the Multi-State Planner)
Ready when you are.
30-second Notion import. Lifetime updates. Money-back guarantee.
Other templates in the toolkit
Affiliate disclosure — Mathstub earns from sales on this Mathstub-owned template. The free calculators stay free.