StoriesPreethi Subramaniam
Preethi Subramaniam
Preethi Subramaniam
Staff Engineer
Oracle · Bangalore
Lot Tracking
Rovia user sinceMar 2026
Years vested8 years
Historical lots imported32 lots
Brokers consolidated3

Eight years of Oracle RSUs, three brokers, four spreadsheets. Called Rovia on a Saturday.

QHave you ever sold RSUs?

About 40% across eight years. Paid off my home loan with one large sale, some smaller ones for expenses. Oracle's stock has done reasonably well. I have no regrets about what I sold, but the record-keeping around it became genuinely unmanageable.

QHow were you managing your RSUs before using Rovia?

Oracle has used different equity platforms over the years — I have grants tracked across E*TRADE, Fidelity, and a third platform from early days that I won't name. Three different export formats, four spreadsheets I'd built at different points. My CA eventually told me he needed a clean data package before he could file. I spent three weekends trying to build one.

QWhat made you transfer your RSUs to Rovia?

My CA's ultimatum, effectively. He said he couldn't keep reconstructing my Schedule FA history every year from incomplete records. I called Rovia on a Saturday, explained the situation — eight years, three brokers, partial data. They walked me through uploading the transaction histories from each platform. Everything imported and reconciled.

QWhat do you want to do with your RSUs?

Keep vesting, keep diversifying slowly. Oracle isn't going anywhere and neither am I, for now. I sell about 20% of each vest and move it to index funds. The rest accumulates until I have a reason to sell. I'm not in a rush.

QWhat do you think is your risk score as an investor? Why?

Conservative-moderate. Eight years at one company means I'm already highly correlated with Oracle's trajectory. I want my other investments to be uncorrelated — diversified, passive, boring. The RSUs give me enough tech exposure. Everything else should be steadier.