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sholdr

Description

  • sholdr is a pocket-size shareholder register, reduced to bare minimum features needed for keeping tabs on a small private company’s shares.
  • The main purpose is to track ownership structure over time: who owns which shares, how much voting power do those shares grant them, who has been selling theirs and to whom, and how much money is involved in those transactions.
  • To achieve this, roughly, the following features are needed:
    • Adding shareholders to the system. Shareholders are also users of the app, with different access rights and privileges.
    • Issuing shares in large quantities. Shares are a unit of capital that quantify ownership between the issuing company and its shareholders.
    • Declaring various share classes, which differentiate shares in terms of e.g. voting power and other privileges.
    • Bundling subsets of sequentially numbered shares into share certificates, an instrument of trade and proof of ownership that simplifies bookkeeping.
    • Recording transactions where share certificates change hands (for a price).
    • ...and finally, being able to handle and track the various changes these entities go through over time: shares can be canceled, certificates can be split up or merged, share classification can be changed e.g. in conjunction with transactions, and so on.

Disclaimer

  • sholdr is an exercise project. It is NOT intended for "real use", for numerous reasons: non-GDPR compliance, naively wasteful data model, zero automatic testing... just to name a few.
  • If you are looking for a shareholder registry application, turn around right now and move on to real, production-grade options.
  • If you for whatever inexplicable reason decide to use sholdr for anything, you do so at your own personal risk, expense, liability, and headache.

Documentation

It runs on Heroku

Click here to see sholdr (demo) in action. Log in as admin:

email : celery@man.io
password : Qwerty_123

Log in as basic user:

email : chuck@norr.is
password : Qwerty_123

About

Shareholder register webapp made with Python Flask in summer 2018. Exercise project for a Helsinki University course.

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