The World’s First
Open Source
Finance Platform
Free, modular, API-first, AI-enabled and fully transparent: Finmars is redefining how professionals manage portfolio data, compliance, and reporting workflows
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See it in action
Built for the new era of Open Finance, Finmars offers a secure, composable platform for managing portfolios of any complexity — from simple to advanced — streamlining reporting and enabling custom workflows, all within one open stack.
Drag & Drop
Upload portfolios, map data, and organize assets — no code needed
Slice & Dice
Run analytics on the fly — from big picture to small details
Build & Extend
Install custom modules from the marketplace or plug into your own stack
Desktop & Mobile
Optimized for both full-screen terminals and mobile dashboards



