Overview
Dashboard
Dashboard
Book

Product video
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.
Highlights
- Open Source
- Finance Platform
- Portfolio Management, Asset Management, Wealth Management
Details
Unlock automation with AI agent solutions

Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Cost/hour |
---|---|
t3.large Recommended | $0.00 |
t3.xlarge | $0.00 |
Vendor refund policy
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Content disclaimer
Delivery details
64-bit (x86) Amazon Machine Image (AMI)
Amazon Machine Image (AMI)
An AMI is a virtual image that provides the information required to launch an instance. Amazon EC2 (Elastic Compute Cloud) instances are virtual servers on which you can run your applications and workloads, offering varying combinations of CPU, memory, storage, and networking resources. You can launch as many instances from as many different AMIs as you need.
Version release notes
Marketplace Update Bugfixes
Additional details
Usage instructions
Launch the product using 1-Click.
Use a web browser to access the application at http://<EC2_Instance_Public_DNS>:8888
Continue with Web Wizard Setup
1) Provide your Domain name and Auth Domain Name 2) Provide your Admin username 3) Provide your Admin passwordContinue with setup and wait until installation is finished. After Setup is completed you can visit https://<YOUR_DOMAIN_NAME.TLD>/login
If you have problems, see Documentation https://docs.finmars.com/books/installation-guide-with-aws-simple/page/setup-finmars-ceÂ
Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.