Finmars is a free, open-source platform to help you manage all your money and investments in one place. You can pull in data from many accounts and see it together.
It gives you easy tools to create reports, dashboards, and PDFs without writing code.
You can add extra features from our open marketplace — just pick what you need and plug it in.
Finmars runs in your web browser, so you and your team can use it from anywhere.
To install and to start using Finmars please refer Getting Started Community Edition.
This is the simplest way to get a local Finmars instance running.
On Linux or Mac Enviroment (preferable on your Linux Server VM):
# Clone the Finmars Community Edition repository
git clone https://github.com/finmars-platform/finmars-community-edition.git
# Navigate to the repository
cd finmars-community-edition
# Configure env file
make generate-env
# Configure Certs
make init-cert
# Init Keycloak
make init-keycloak
# Run Migrations
make migrate
# Run Finmars
make up
# Verify containers
docker ps
Please refer to the LICENSE file for a copy of the license.
Please use the GitHub issues for support, feature requests and bug reports, or contact us by sending an email to support@finmars.com.