Report updated May 19, 2026
Shareworks
For employees of companies that utilize Morgan Stanley at Work for equity compensation and financial benefit administration.
Shareworks is a struggling finance app that is completely free. With a 4.6/5 rating from 10.7K reviews, it struggles with user retention.
What is Shareworks?
Shareworks is a finance app for employees to manage equity portfolios, exercise options, and track stock plans on iOS and Android.
Users hire the app to execute liquidity events and monitor equity compensation, but the current technical failures force them to abandon the mobile interface for desktop alternatives.
Current Momentum
v8.0 · 3w ago
Maintenance- Ships miscellaneous bug fixes only.
- Last major update April 2026.
What makes this app unique?
What Does It Look Like?
What Are The Key Features?
View and forecast stock holdings, including employee stock purchase plans and restricted stock awards
Sell or transfer shares and exercise options directly within the app interface
Secure account access via fingerprint, Face ID, or Touch ID
How much does it cost?
- Free app access for existing Shareworks account holders
The app functions as a free utility for existing corporate clients, with monetization occurring through B2B equity administration contracts.
Who Built It?
Morgan Stanley
Providing institutional-grade equity compensation and wealth management tools for corporate employees and private clients. Enabling secure portfolio tracking and transaction execution across global financial markets.
Portfolio
12
Apps
What other apps does Morgan Stanley make?
Morgan Stanley Wealth Mgmt
Stock Plan
Morgan Stanley Wealth – Tablet
Morgan Stanley Matrix
Morgan Stanley Research
Morgan Stanley Events
Explore the full Morgan Stanley report
Portfolio breakdown, audience, momentum, and every app published by Morgan Stanley.
What do users think recently?
High confidence · Latest 62 of 104 total reviews analyzed · Based on 104 reviews. Signal may be noisy.
How did the latest release land?
What is the recent mood?
Recent user voice shows a upset sentiment. but report broken user interface elements prevent navigation and transaction completion on modern mobile device screens and persistent authentication loops and server errors block access to account holdings and portfolio data.
What Frustrates Users
What Users Want
How have ratings & review volume moved?
Rating, review sentiment, and total reviews over time, with release markers showing the post-launch impact.
Vertical markers = app releases. Hover any release for the post-release impact delta.
View the full user-sentiment analysis
Mood gauge, ratings & review-volume history, every praise / complaint / request, and sentiment over time.
What is the competitive landscape for Shareworks?
How's The Finance Market?
How does it evolve in the Finance market?
Shareworks maintains a niche position in the finance category, though its #89 Free rank in category 6015 is overshadowed by significant usability friction. The 1.6-star rating gap between iOS and Android platforms signals that the current build is failing to meet basic quality standards on the Android hardware base.
Rank progression
1 active ranking tracked — 30-day window
Which niche is Shareworks in?
to manage and trade employee equity holdings
Explore the full Investing Dashboards niche
Every app in this space — 593 tracked, the niche's live rankings, and Marlvel's editorial take on the job-to-be-done.
The rivals identified
Nemeses(1)
As a specialized retirement and equity plan administrator, Empower directly mirrors the B2B2C equity management model of Shareworks.
Differentiators
- Integrates holistic retirement planning tools directly into the equity dashboard for a unified financial view
- Provides robust educational content modules that guide employees through complex tax and vesting scenarios
- Offers a seamless transition from equity participation to long-term retirement savings within one ecosystem
Head to head
Shareworks must prioritize integrating broader financial wellness features to prevent Empower from becoming the default 'all-in-one' platform for corporate employees.
Contenders(2)
E*TRADE is a direct competitor in the stock plan administration space, often competing for the same corporate contracts.
Differentiators
- Features advanced charting and technical analysis tools tailored for active traders rather than passive equity holders
- Provides a dedicated 'Power' interface that separates complex trading workflows from standard account management
Schwab serves as a primary brokerage destination for many employees once they exercise and move their shares out of Shareworks.
Differentiators
- Offers a full-service brokerage experience that allows users to trade any asset class post-exercise
- Provides institutional-grade research and market analysis tools that go far beyond basic portfolio tracking
Same space(3)
Captures the retail-investor segment of the workforce who prefer mobile-first, gamified trading experiences.
Differentiators
- Utilizes a highly gamified, low-friction UI that makes stock trading accessible to non-professional investors
- Aggressive social-first features and instant trade execution create a high-engagement loop for younger demographics
Competes for the same 'passive investor' demographic that Shareworks users often fall into after vesting.
Differentiators
- Provides goal-based investing buckets that allow users to earmark equity proceeds for specific life events
- Offers integrated human-advisor access, providing a premium service tier that Shareworks currently lacks
An adjacent automated investment platform that competes for the capital employees move after liquidating equity.
Differentiators
- Automates tax-loss harvesting and portfolio rebalancing, appealing to users who want a 'set and forget' strategy
- High-velocity release cadence allows for rapid deployment of new automated savings and cash management features
New entrants(2)
Emerging as a critical social layer for investors, influencing how employees discuss and manage their company stock.
Differentiators
- Integrates real-time social sentiment analysis directly into the stock tracking experience for retail users
- Creates a community-driven feedback loop that informs trading decisions more than traditional portfolio dashboards
Rapidly gaining traction with retail traders through frequent updates and aggressive feature expansion.
Differentiators
- Provides extended trading hours that capture market movements outside of standard exchange windows
- Offers deep-dive data visualization and real-time market depth that appeals to data-hungry retail investors
Compare Shareworks against every rival
All rivals in one side-by-side table — identity, store metrics, ratings & sentiment, and strategic intel — plus a head-to-head page for each.
The outtake for Shareworks
Strengths to defend, gaps to attack
Core Strengths
- B2B distribution moat via enterprise equity contracts
- Integrated financial education service-tier
Critical Frictions
- UI layout regressions on modern hardware
- Persistent authentication handshake failures
- Legacy biometric security implementation
Growth Levers
- Native in-app transaction handling
- Expanded historical data transparency
Market Threats
- Empower's holistic retirement-equity ecosystem
- Retail-first platforms capturing post-exercise capital
What are the next best moves?
Rebuild UI layout for modern screen aspect ratios because buttons are obscured by system bars → restore transaction completion rates
Top complaint theme identifies obscured buttons as the primary blocker for transaction completion.
Trade-off: Pause the financial education content refresh — UI remediation is a prerequisite for any user engagement.
Audit authentication handshake logic because persistent login loops are the #2 churn driver → stabilize account access
Sentiment analysis confirms server errors and login loops block access to core portfolio data.
Trade-off: Delay the 6-month history expansion feature — stabilizing access is critical to preventing total user abandonment.
A counter-intuitive read
The app's B2B contract model is its greatest vulnerability: corporate clients will eventually switch providers if the employee-facing mobile experience continues to generate high-volume support tickets.
Feature Gaps vs Competitors
- Integrated retirement planning (available in Empower but absent here)
- Native in-app transaction handling (available in Schwab Mobile but absent here)
Key Takeaways
Shareworks sustains its B2B contract base through essential equity utility, but the current mobile experience is failing, so the PM must prioritize UI and authentication stability to prevent users from migrating to desktop or competitor platforms.
Where Is It Heading?
Declining
The equity administration market is consolidating around platforms that offer integrated financial wellness, leaving Shareworks exposed. Without a shift from maintenance-mode to active mobile-first development, the app risks losing its position as the default interface for corporate employees.
Persistent UI regressions in the latest release prevent transaction completion, which directly erodes the primary value proposition of the app.
Authentication failures in the current build force users toward desktop alternatives, accelerating the decline of mobile-first engagement metrics.