Using Fair Market Value for Stakeholder Portfolios

Fair market value (FMV) is an asset’s estimated value if it were sold today in the current market. FMV is commonly used in real estate to value property, but it’s also used to determine the fair market price for shares of a company’s stock and other financial assets. Private companies must determine their common stock’s fair market value with a 409A valuation. To learn more about these concepts, see our blog post.

Our Portfolios - Get Fair Market Value API allows you to retrieve the FMV for a particular company's common stock within a user's portfolio.

This API can be used to calculate the tax implications of a user exercising their equity. FMV is the tax valuation of the underlying shares, and does not necessarily represent the price at which these shares would trade at today.

We do not recommend using the FMV for the purpose of valuing a user's equity holdings, as this could lead to a misrepresentation.