Finmars Community Edition

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.

Getting Started

To install and to start using Finmars please refer Getting Started Community Edition.

Self-Hosting with Docker Compose

This is the simplest way to get a local Finmars instance running.

On Linux or Mac Enviroment (preferable on your Linux Server VM):

# Install Updates

sudo apt update

sudo apt install -y ca-certificates curl gnupg lsb-release ntp unzip zip
wget -qO- https://get.docker.com/ | sh
sudo usermod -aG docker $USER
newgrp docker

sudo apt install make git

sudo apt install python3-pip -y
pip install -r requirements.txt (if get error user --break-system-packages option)


# 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


# Install envs, certificates, keycloak e.t.c
make install

# Run Finmars
make up

Local Development

# Create venv
python3 -m venv venv

# Activate Venv

source venv/bin/activate

# Install Requirements

pip install -r requirements.txt    
 
# Run Web Form 

python3 init-setup.py

# Check 80 port

License

Please refer to the LICENSE file for a copy of the license.

Support

Please use the GitHub issues for support, feature requests and bug reports, or contact us by sending an email to support@finmars.com.