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Find Your Way Around the Shareholder's App

Written by Lu Zhijun

Find Your Way Around the Shareholder's App

This article is for investors, shareholders, and anyone who holds equity through Fairmint.

The Fairmint Shareholder's App has four areas, reachable from the navigation down the left side of the app. This page explains what each one holds so you know where to look.

Investments

Capital you put into a company: SAFEs, convertible notes, priced rounds, and warrants.

Positions are grouped by the company that issued them, so a company you backed three times appears once, with its three positions inside. At the top you get a breakdown of what your capital is made of across stock, SAFEs, notes, and warrants.

Select any position to open its detail panel, which has three tabs:

  • Overview: the terms of the instrument, the amount, and the date

  • Documents: the signed paperwork for that position

  • History: what has happened to the position over time

On a phone the detail panel fills the screen rather than opening beside the list.

Equity Grants

Equity you earned rather than bought. This is where stock options and restricted stock live.

The top of the page shows shares granted and the percentage vested, rather than a dollar amount, because a grant is measured in shares. Below that, a breakdown across ISOs, NSOs, and RSUs.

Every grant row carries its vesting progress, and opening a grant shows the full schedule: how much has vested, how much has not, the cliff date, the end date, and anything forfeited or cancelled.

Equity grants are always held by a person, never by a company. If you also invest through a fund or an LLC, your grants belong to you personally rather than to that entity.

Documents

Every signed document behind your positions, in one searchable list. That includes agreements the company sent you and the PDFs you uploaded yourself when adding outside holdings.

You can search the list, and each row opens the file.

Profile

Your verified details, your photo, your wallet, and any companies or funds you hold equity through. See Your profile and your details for what you can change and what happens when you change it.

Switching between yourself and an entity

If you hold equity through a company, a fund, or a trust as well as personally, a switcher at the bottom left of the app changes who you are acting as. Everything in the four areas above then reflects that investor, which keeps your personal holdings and your fund's holdings from mixing together.

Getting help

The chat launcher sits in the corner of every page. Messages reach the Fairmint team directly, and you do not need to explain who you are or which company you are asking about.

Common questions

Question

Answer

Why are my stock options not on the Investments page?

Grants live on Equity Grants. The two are separate because they work differently.

Does the app work on my phone?

Yes. Every page works on mobile, and detail panels open full screen.

I can see a document but not the position it belongs to.

Reply in the chat with the document name. This usually means the document has not been matched to a position yet.


Need help? Reply in the chat inside the app and our team will pick it up.


This article explains how to use the Fairmint platform. It is not legal, tax, or investment advice. Consult a qualified professional for questions about your specific situation.

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