Schedule FA from Shareworks (Solium)

Shareworks by Morgan Stanley (atwork.morganstanley.com/solium or shareworks.solium.com) has no CSV export — enter your vest lots below, or let AI prefill them from your Statement of Account PDF.

Scope: US stock-plan accounts, USD values — RSU vest lots and ESPP purchases. Option exercises and non-US accounts aren't supported here yet.

Prefill from your Statement of Account (optional)

Shareworks → Activity → Reports → run All Available History as a Statement of Account and download as PDF. Text-based PDFs only — scanned/photographed statements aren't supported yet.

1. Choose your Statement of Account PDF

2. I agree this PDF is sent to AWS Bedrock (Anthropic Claude) for extraction — processed transiently outside India, not stored, not used for training.

Account details

Stock ticker

Broker / plan administrator

Indian Financial Year

Vest lots (required — at least one)

Vest date

Quantity

FMV per share (USD)

Description (optional)

ESPP purchases (optional — only if you have an Employee Stock Purchase Plan)

Enter the price you actually paid per share (after any employee discount) — the review page lets you choose FMV-on-purchase-date or this purchase price as the Table A3 basis.

Sales (optional — only if you sold shares)

Dividends (optional)

One row per credit. Only know the annual total? Enter a single row dated Dec 31 — it will convert at the Dec-31 SBI TTBR rate.

I consent to processing of my financial data (stock holdings, transaction history) to generate Schedule FA. Data is stored on India-region servers (Google Cloud Mumbai) and auto-deleted after 30 days. Privacy Policy