User Survey — Share price simulator

We're trying to understand what's useful — and what's missing — when you look at the share price simulator on your employee portal. There are no right or wrong answers. Please respond based on your actual experience, not how you think it should work.

A — Frequency & first impression

01frequency

After getting an unlock notification, how often do you open the share price simulator?

Several times a week About once a month Only at the unlock itself Rarely — I trust it works without checking

02clarity

When you open the simulator, how easy is it to tell what your shares are worth right now?

1 = very difficult · 5 = very easy

Very difficultVery easy

B — When things need your attention

03attention items

In the last 6 months, have you ever missed a window or deadline — like an unlock you could have sold during — because the tool didn't make it clear?

Yes — I found out too late Yes — but I caught it in time No — I always noticed straightaway I haven't had any windows or deadlines yet

04attention items

How would you prefer to find out if something needs your attention — for example, an unlock or blackout window opens or closes?

Choose all that apply.

Email from Optio In-app notification A clear banner when I open the dashboard A calendar invite for the date Through HR or my manager

C — Tax & country context

05tax context

After looking at a price scenario, how useful would it be to see what it means for your tax in your country — and how that compares between countries?

1 = not useful at all · 5 = very useful

Not usefulVery useful

06tax context

How do you currently judge whether a number the simulator shows includes tax or not?

The label on the number tells me I have to guess from context I ask HR or a colleague I'm honestly not sure

D — Confidence & decisions

07confirmation

After making a decision based on the simulator (or deciding not to), what do you do to confirm you've got the right number?

Choose all that apply.

I open the tool again later to double-check I work the same numbers out in Excel I ask HR or someone on the equity team I talk to a partner or family member I check with a financial advisor I don't do anything to confirm

08confidence

How confident are you that the simulator reflects your actual programme — your country, your contract, your unlock schedule?

1 = not confident · 5 = very confident

Not confidentVery confident

E — In your own words

09all clusters

Is there a question you've asked HR, a colleague, or a partner that the simulator should have answered for you?

Optional. Specific examples are very helpful.

10all clusters

Is there anything the share price tool could show that would make it easier for you to know what's happening with your shares?

Please write as much or as little as you like.

Your responses go directly to the Optio UX research team and will be used to improve the app. No individual response will be attributed to you in any report.

Thanks for taking part.

Your responses have been recorded and will go into the next round of share simulator research.

Your experience with the share price simulator

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