How to Setup Share Ledger

Getting your share ledger up and running on Findex is the first step toward transparent, organized shareholder management. This guide walks you through the initial configuration so you can start tracking share transactions right away.

Last updated About 1 month ago

Overview

The Share Ledger is a core feature of the Findex IR Portal. It lets you record and track share issuance, transfers, and ownership changes over time. Before you can log any transactions or import historical data, you need to configure the ledger for your company.

Step-by-Step Guide

  1. Log in to your Findex account and navigate to the IR Portal from the main menu.

  2. Select Share Ledger from the IR navigation sidebar.

  3. Click the Setup Share Ledger button to begin configuration.

  4. Enter your company's basic share information, including the total number of authorized shares and the share class(es) your company uses.

  5. Set the nominal value (par value) per share if applicable.

  6. Review the summary of your ledger configuration to make sure everything looks correct.

  7. Click Save to finalize the setup.

[Image: The Share Ledger setup screen showing input fields for authorized shares, share class, and nominal value]

Note: Screenshot should capture the full setup form with sample data filled in.

What Happens Next

Once setup is complete, your Share Ledger is ready to use. You can:

  • Add transactions manually -- record new share issuances, transfers, or changes directly in the ledger.

  • Import historical data -- upload a CSV or file to bring in your existing share history. See How to Import Share Ledger for details.

  • View the transaction timeline -- track every share movement in chronological order.

Tips

  • Double-check your authorized share count before saving. This value is used across the IR Portal, including your Cap Table and shareholder dashboards.

  • If your company has multiple share classes (e.g., Common and Preferred), add each class during setup so transactions are categorized correctly.

  • You can update your ledger configuration later from Share Ledger > Settings if your company structure changes.

Need Help?

If you run into any issues during setup or have questions about configuring your Share Ledger, reach out to us at team@findex.se -- we are happy to help you get started.