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Finmars

Open-source finance management platform for tracking money and investments in one place

PlatformWebfreeglobal

Finmars is a free, open-source platform for managing money and investments in one place, pulling in data from many accounts and offering tools to build reports, dashboards, and PDFs without writing code. It supports bonds, stocks, and forward contracts and runs in the browser for team access, aimed at wealth managers and investors wanting a self-hosted portfolio management platform.

Categories
fintech toolsportfolio management

Full match profile

Behind the summary, Matchbox keeps a richer profile of Finmars - the signals our matcher actually reads to decide when to surface it. It stays private; claim the listing to see and control it.

  • Problem & pain-point mapping
  • Who we surface it to (audience fit)
  • What it's a strong alternative to
  • Trust & credibility signals

Try Matchbox with your own problem

Describe what is not working - we’ll show you whether Finmars (or something else) actually fits.