Valuevest

ESPP investor simulation

Six-month offering with configurable plan limits, base fee, and a volatility-aware progressive commission.

Company & offering

Ticker
Start date
Purchase date
ESPP discount
%
1%30%

Employee plan limits

Annual salary
$
$0$500,000
Maximum purchase
$
$0$50,000
Maximum from salary
%
1%100%
Employee funds
%
0%100%

Purchase budget$10,000.00

Valuevest funds$6,500.00

Pricing assumptions

Base fee
%
0%15%
Volatility history
Curve sensitivity
VolatilityLowHigh

Leverage sensitivity

Leverage α 1.00Volatility β 1.00
Maximum marginal rate (Y)
%
0%100%

Employee $3,500.00Valuevest leverage 65%