Download and Installation FAQ

• I downloaded StockOpter® but can't find the file. Can you help?
• I downloaded StockOpter® but when I tried to open it in Excel I got an error message starting with "This file is not in a recognizable format." What should I do now?
• Can I install StockOpter® on my network server?
• It looks like some labels on the wizards are cutoff on my high-resolution monitor.
• Some of the labels are hard to read.
• I work for Merrill Lynch and while StockOpter® seems to install and open just fine, I’m not seeing the StockOpter® menu items "SO Tools", "SO Views" and "SO Help". What’s going on here?

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Technical FAQ

• Occasionally when I run your "Diversification Illustrator" it hangs midway through. The program stops working and leaves me on a Worksheet that looks like a Case sheet. What’s going on here?
  
• Your "Clear All Strategy Cells" utility doesn’t always work. After I run this utility I notice that the dark yellow cells aren’t all cleared. I’m confused!

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Questions about employee stock options

• Is there a planning difference between "stock options" and "employee stock options?"
• How many people have employee stock options? How many of these already are receiving planning advice?
• What is the most popular strategy for exercising stock option grants?
• Why bother to plan for options that are "under water?"
• Can non-employees be granted Incentive Stock Options (ISOs)?
• What's a restricted stock option plan?
• What is cliff vesting?

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Questions about the role of stock options in a practice

• How do I use stock option planning to build my business?
• How do I use StockOpter® to attract new clients who have employee stock options?
• What can StockOpter® do for me that my own “homemade” spreadsheets cannot?

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Does StockOpter®...

• Does StockOpter® handle 83(b) elections for ISOs?
• Does StockOpter® let me add my own formulas, rows, or columns?
• What do I key in as the vested number of options in column B?
• Can I have two StockOpter® workbooks open at the same time?
• I don’t have Excel. Can I run StockOpter® using Quatro Pro?
• Can I print reports from StockOpter®?
• Can I rename the Case Sheet tabs?
• My client would like to review the workbook I’ve created. Can I e-mail a copy of the workbook to them?
• I have a customer that has a large number of grants, is there a way to see more than one grant on a page?
• Can I do more than one vesting schedule?
• When I use the StockOpter® icon on my desktop and try to open an existing workbook, I keep getting a message that "Only one copy of StockOpter® can be open at one time."
• Does StockOpter® calculate state AMT?
• How do I open a new workbook for a new customer?
• How can I print my Case Sheet in a readable format?

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License Terms

• Where can I find the StockOpter® license agreement?
• Several planners at my firm do stock option analysis. Can we all share a single version of StockOpter®?
• Can I install StockOpter® on more than one computer?

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