How to Connect ChatGPT to Your Shareworks by Morgan Stanley Account Using Truthifi

Searching for "ChatGPT Shareworks by Morgan Stanley"? You're in the right place. Shareworks by Morgan Stanley is where equity compensation lives for employees of public and private companies — your RSU grants, vesting schedules, stock option exercise windows, ESPP contributions, performance share units, and if your company is private, its cap table. Until now, getting "ChatGPT for Shareworks" meant logging into the Shareworks portal, exporting a grant summary, pasting it into ChatGPT, and hoping the vesting math and option values still made sense by the time you finished.

Truthifi changes that. With a ChatGPT Shareworks by Morgan Stanley connection using Truthifi, ChatGPT can see your live Shareworks equity data — active grants, vesting schedules, strike prices, exercise windows, and ESPP details — through a read-only MCP connector. Truthifi rebuilds your grant history on connection, normalizes equity records across grant tranches, and fills aggregator gaps so ChatGPT works with reliable data from day one. The connector never stores your Shareworks credentials and cannot exercise options, sell shares, or change anything in your account.

This guide walks you through setup (about 5 minutes), explains exactly what Truthifi allows and blocks with your Shareworks data, and shows how to turn raw equity-compensation data into actionable insights with ChatGPT.

2. What You Need

• Active Shareworks by Morgan Stanley account with web portal or mobile access enabled

• ChatGPT Plus plan ($20/mo) with Apps & Connectors access

• Developer mode enabled in ChatGPT (Settings → Advanced → toggle on Developer mode) — required before adding any custom MCP connector, including Truthifi

• MFA (multi-factor authentication) enabled on your Shareworks login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Prefer Claude? See /connect/claude-shareworks

3. How to Connect ChatGPT to Your Shareworks by Morgan Stanley Account

Ready to connect ChatGPT to financial accounts? Here's how to link ChatGPT to your Shareworks profile using Truthifi.

1. Open Settings in ChatGPT. Go to chatgpt.com. Click your profile icon → Settings → Apps & Connectors.

2. Add the Truthifi connector. Scroll to Custom connectors → Add custom connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Click Add.

3. Authorize your Shareworks accounts. ChatGPT redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose Shareworks by Morgan Stanley from the institution list, complete the BAA/Plaid/Yodlee handoff using your Shareworks portal credentials plus MFA, and select which equity grants and accounts (RSUs, options, ESPP, PSUs) to share with ChatGPT.

4. Enable Truthifi per conversation. In any new chat: Tools → Use apps → toggle Truthifi on. This step must be set each conversation.

5. Verify the connection. Send: "How many RSUs have vested in my Shareworks account and what is their current estimated value?" If ChatGPT responds with your actual Shareworks figures, the connection is live.

[Connect ChatGPT to Shareworks by Morgan Stanley →]

You've successfully linked your Shareworks account to ChatGPT for live equity-compensation analysis.

4. Example Prompts for ChatGPT

• RSU Vesting Schedule — "Pull all my active RSU grants in Shareworks. Lay out the vesting schedule month by month for the next 24 months, show how many units vest on each date, and estimate the value at today's stock price. Total the upcoming taxable income by quarter."

• Option Exercise Analysis — "List all my vested stock options in Shareworks with their grant type (ISO or NSO), strike price, and current spread. Calculate the total exercise cost, the gross gain, and flag which grants are deepest in the money."

• ESPP Contribution and Discount — "Show my current ESPP enrollment in Shareworks — contribution amount, offering period start, estimated shares at purchase, and the discount I'll receive. Calculate the dollar value of the discount I've earned so far this period."

• Total Equity Position — "Summarize my total equity compensation position in Shareworks. Show the combined value of vested RSUs, unvested RSUs at today's price, in-the-money options, and ESPP contributions. Break it out by grant type."

• ISO vs. NSO Tax Comparison — "Separate my Shareworks option grants by type — ISO versus NSO. For each, explain the tax treatment at exercise and at sale, the AMT implications for ISOs, and which grants would benefit from a qualifying-disposition holding period."

• Vesting Milestone Calendar — "For my Shareworks grants, identify the top 5 upcoming vesting milestones by dollar value. Show the date, number of units vesting, and estimated gross value at the current stock price for each."

• Concentration Risk Check — "Calculate how much of my total net worth is concentrated in my employer's stock through Shareworks — vested RSUs, unvested RSUs at current price, and in-the-money options. Tell me the percentage and flag any diversification concern."

• Exit Scenario Modeling — "Using my Shareworks equity position, model my net proceeds from vested RSUs and options in three share-price scenarios: flat, +25%, and -25% from today. Show pre-tax and rough after-tax outcomes for each."

5. Why Truthifi?

5.1. Security

Your Shareworks username and password never touch Truthifi's servers. Authentication occurs directly through Shareworks's aggregator handoff (BAA, Plaid, or Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. ChatGPT receives only scoped data tokens, never your Shareworks portal credentials. You maintain complete control and can revoke access anytime from your Shareworks portal settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Shareworks by Morgan Stanley or any institution. You decide which specific grants or accounts ChatGPT can access — you can share RSU grants only, hide your ESPP, or exclude a specific option tranche. Data never gets sold to third parties, and connecting ChatGPT does not automatically grant access to other AI tools.

5.3. Audit Trail

Every MCP data request is logged with complete session details for ChatGPT equity-planning transparency. When ChatGPT accesses your Shareworks data, the timestamp and specific information retrieved gets recorded automatically. You maintain full visibility into which equity details were accessed during each interaction. This comprehensive tracking ensures you always know exactly what happened with your sensitive Shareworks information.

5.4. Data Quality

When Shareworks delivers raw equity data through its aggregator partners, grant records, vesting milestones, and tax-lot fields can be inconsistent across multiple tranches. Truthifi rebuilds that history from multiple aggregation sources, normalizes grant and security records, and resolves timing mismatches between grant dates and vesting events. The result: ChatGPT works with clean, dependable Shareworks data instead of raw aggregator output.

6. About ChatGPT

ChatGPT, built by OpenAI, is a general-purpose conversational AI that handles equity-compensation analysis especially well when connected to live grant data. The ChatGPT Plus plan ($20/mo) is required for Apps & Connectors access, which is what lets the Truthifi MCP connector plug in.

For Shareworks specifically, ChatGPT shines at vesting math, exercise-cost calculations, ISO vs. NSO tax treatment, and concentration-risk analysis. Connect once, then ask anything from "how many options have I vested" to "model my proceeds in a 25% upside scenario" without re-exporting data. ChatGPT also remembers context within a conversation, so you can drill from a high-level equity summary down into a specific grant tranche in the same chat.

7. About Shareworks by Morgan Stanley

Shareworks by Morgan Stanley is an equity compensation and stock plan administration platform that serves employees of public and private companies managing RSUs, stock options, ESPPs, PSUs, and ESOPs. The original platform, Shareworks, was built by Solium Capital, which was founded in 1999 in Calgary, Alberta, Canada. Morgan Stanley acquired Solium Capital in May 2019 for approximately CAD$1.1 billion (US$900 million), a 40% premium over Solium's trading price, and rebranded it as Shareworks by Morgan Stanley.

Today, Morgan Stanley at Work serves more than 3,400 stock plan clients globally (including Shareworks and E*TRADE Corporate Services) as of July 2024. Shareworks is particularly common at technology companies, pre-IPO startups, and large public corporations that need a global stock plan administration solution. In 2025, Morgan Stanley opened AI agent access to the Shareworks and Equity Edge platforms, enabling clients to automate complex equity compensation tasks through their own AI tools. Third-party read-only access is brokered through BAA, Plaid, and Yodlee. The platform is headquartered at Morgan Stanley's New York offices.

• Headquarters: New York, NY

• Founded: 1999 (as Solium Capital; acquired by Morgan Stanley 2019)

• Parent: Morgan Stanley

• Scale: 3,400+ stock plan clients globally as of July 2024

• Authentication: Username/password and two-factor authentication via the Shareworks portal or mobile app

• Data aggregators: BAA, Plaid, Yodlee

• Supported account types: RSUs, Stock options (ISO/NSO), ESPP, PSUs, ESOPs, Cap table management, Equity grant administration

Shareworks website → · About Shareworks →

8. Frequently Asked Questions

Is it safe to connect my Shareworks account using Truthifi?

Yes. Your Shareworks login happens on Shareworks's own authentication screen through the aggregator handoff (BAA, Plaid, or Yodlee). Your username, password, and MFA codes never pass through Truthifi's servers. ChatGPT receives only a scoped, read-only data token — it cannot exercise options, sell shares, accept an ESPP contribution, or alter any Shareworks setting. Every data request is logged, and you can revoke access from your Shareworks portal or your Truthifi dashboard at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Shareworks data?

Truthifi pulls equity grants, vesting schedules, strike prices, ESPP details, and PSU data from your Shareworks account and makes them available to ChatGPT through a read-only MCP connector. ChatGPT can calculate your vested versus unvested value, analyze exercise cost, model concentration risk, and compare ISO versus NSO tax treatment. It cannot exercise options, sell shares, or change anything on the Shareworks side.

Do I need a paid ChatGPT plan to use this with Shareworks?

Yes. To use ChatGPT with Truthifi, you need a ChatGPT Plus subscription at $20/mo or higher. Apps & Connectors must be enabled before connecting. Free ChatGPT accounts cannot add custom MCP connectors, which is what the Shareworks integration requires.

Where is my Shareworks data stored?

Your equity and grant data is fetched on demand from Shareworks's aggregator feeds via Truthifi, used during the active ChatGPT conversation, and not retained in ChatGPT memory between sessions. Truthifi caches a normalized history under your account so ChatGPT has consistent context, but you can clear it from your dashboard at any time.

How do I disconnect ChatGPT from Truthifi?

Open Settings → Apps & Connectors → find Truthifi → Disconnect or Remove. You can also revoke access from your Shareworks portal under connected apps, or remove the institution from your Truthifi dashboard. Disconnecting ChatGPT does not affect any other AI you have connected using Truthifi.

How does Truthifi compare to other options for Shareworks?

What about my financial advisor or equity-comp specialist?

Your advisor delivers tailored guidance on exercise timing, tax strategy, and diversification. ChatGPT, with read-only Shareworks data using Truthifi, helps you understand what is happening between advisor meetings — how much equity has vested, what an exercise would cost, and how concentrated you are — so you arrive at meetings prepared.

What Shareworks account types does Truthifi support?

Truthifi supports Shareworks RSU grants, stock options (ISO/NSO), ESPP accounts, performance share units (PSUs), and ESOP positions where they appear in the aggregator feed. You can connect as many or as few as you want, and adjust later.

Can ChatGPT estimate the tax on my Shareworks RSU vesting?

Yes. ChatGPT can take your upcoming Shareworks vesting events and the current stock price to estimate the ordinary income recognized at vesting, the supplemental withholding rate, and the net shares you'd likely receive after taxes. It is not a tax advisor — confirm with a qualified CPA, especially for large vesting events.

How is this different from logging into the Shareworks portal directly?

The Shareworks portal gives you a snapshot of grants and vesting, but no scenario modeling. The ChatGPT + Truthifi connection gives you the same data plus the ability to ask questions across all grants at once, run exercise-cost and concentration-risk scenarios, get plain-English explanations of ISO vs. NSO treatment, and pull historical context that goes beyond the portal view.

Can ChatGPT exercise my options or sell my Shareworks shares?

No. ChatGPT cannot exercise options, sell shares, accept a capital call, or take any action on your Shareworks account. The connection is strictly read-only. ChatGPT can tell you what an exercise would cost and what the tax consequences might be, but you complete any actual transaction yourself inside Shareworks.

Can I connect both ChatGPT and Claude to my Shareworks account?

Yes. Each AI connection through Truthifi is independent. Connecting ChatGPT does not expose your Shareworks data to Claude, and vice versa. You control which grants each AI can see, and you can revoke either connection at any time without affecting the other.

Does this replace Shareworks itself?

No. Shareworks remains the system of record for your equity — the place where grants live, exercises happen, and ESPP purchases are processed. ChatGPT + Truthifi is for analysis and questions; it sits next to Shareworks, not in place of it.

What happens if Shareworks changes its login or MFA flow?

Truthifi's aggregator partners (BAA, Plaid, Yodlee) maintain the connection. If Shareworks makes changes, you may be prompted to re-authenticate from your Truthifi dashboard. ChatGPT will let you know if data goes stale.

Can ChatGPT model my ESPP discount and breakeven?

Yes. ChatGPT can pull your Shareworks ESPP enrollment details from Truthifi — contribution amount, offering period, discount percentage — and model the effective return on your ESPP participation, including the holding period needed to get qualified ESPP tax treatment.

Who can see my Shareworks data?

Only you, and only ChatGPT during an active conversation where you have toggled Truthifi on. Truthifi does not sell data, does not earn commissions on Shareworks products, and does not share your data with advertisers.

Subject to ChatGPT privacy policy.

Can ChatGPT help with tax planning using my Shareworks data?

ChatGPT can surface Shareworks data relevant to equity tax planning — ordinary income from RSU vesting, the spread between strike and market price on NSO exercises, ISO AMT inputs, and qualifying ESPP dispositions. It is not a tax advisor. Equity compensation taxation is nuanced — pair its analysis with a qualified CPA before acting.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like ChatGPT talk to external data sources through a structured, read-only interface. When you connect ChatGPT to Shareworks by Morgan Stanley using Truthifi, you are using an MCP connector — infrastructure that translates ChatGPT's natural-language requests into safe, scoped MCP API calls against your live Shareworks data.

Truthifi runs MCP servers for finance: MCP banking, MCP investment, MCP brokerage, and MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Shareworks specifically, the MCP investment integration covers RSU grants, stock options, ESPP accounts, PSUs, and ESOP positions across the equity plan administration portal.

For developers and power users, Truthifi exposes its MCP API for custom MCP integration work — building equity-comp dashboards, internal tools, or routing Shareworks grant data into other MCP-aware clients. The same security model applies: no credentials, read-only scopes, full audit trail. An equity compensation platform like Shareworks by Morgan Stanley — with multi-grant, multi-type data across three aggregator paths — is a real-world test of any MCP investment stack.

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• Claude + Shareworks guide

• Perplexity + Shareworks guide

• Grok + Shareworks guide

• OpenClaw + Shareworks guide

Informational only. Not financial advice. Equity compensation is complex and has significant tax implications; consult a qualified financial advisor or CPA before making decisions. Truthifi is an independent platform and is not affiliated with Shareworks by Morgan Stanley or Morgan Stanley. This guide reflects current product functionality as of June 2026.

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