Installation guide with AWS (Simple)

Installation Finmars CE on AWS with prepared AMI

Getting Started

Hello!
Welcome to Finmars, below you will find guidance of how to Install Everything
We also recommend you to obtain Finmars ID

Here is summary of what we will achieve during this tutorial
To complete this guide you will need only Web Browser



If you have some troubles during Installation - reach for any support channel:

Register AWS Account

Here is a simple, step-by-step guide to make an AWS account:

  1. Open your web browser
    (for example: Chrome, Firefox, or Edge).
  2. Go to the AWS website
    Type aws.amazon.com in the address bar and press Enter.
  3. Start the sign-up
    Click the “Create an AWS Account” button at the top right.
  4. Enter your email and name
    • In the first box, type your email address.
    • In the box below, type a name for your account (you can use your name or any name you like).
  5. Choose a password
    • Make a password you can remember.
    • Re-type it to confirm.
  6. Fill in your contact details
    • Select “Professional” or “Personal” account.
    • Type your full name, phone number, and address.
    • Click “Continue”.
  7. Add payment information
    • AWS needs a credit or debit card to verify you.
    • Type your card number, month/year, and name on card.
    • Click “Verify and Add”.
  8. Confirm your phone number
    • Choose your country code and type your phone number.
    • Click “Send SMS”.
    • You’ll get a text with a code. Type that code into the box.
  9. Pick a support plan
    • You can choose the Free Tier plan (it has no monthly cost).
    • Click “Continue”.
  10. Finish and sign in
    • After a few minutes, AWS will finish setting up.
    • Click “Sign In to the Console”.
    • Enter your email and password again.

You now have an AWS account! 🎉
You can log into the AWS Console and start using services.

Go to next step: Register Domain Name

Register Domain Name

You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:

  1. Sign in to AWS Console
    Go to https://console.aws.amazon.com and log in.
  2. Open Route 53
    In the search bar at top, type “Route 53” and click the Route 53 service.
  3. Go to Registered Domains
    In the left menu, click “Registered domains.”
  4. Start a new registration
    Click the “Register domain” button.
  5. Search your name
    • In the box, type the name you want (for example, mywebsite.com).
    • Click “Check”.
  6. Choose an available name
    • If it’s free, click “Add to cart.”
    • If not, try a different name or ending (like .net).
  7. View your cart
    Click “Review” or go to the cart icon.
  8. Enter contact details
    • AWS needs your name, address, email, and phone.
    • If you want privacy, check “Enable privacy protection.”
    • Click “Continue.”
  9. Verify and purchase
    • Review the price and years (1 year, 2 years, etc.).
    • Click “Complete order.”
  10. Wait for confirmation
    AWS will send you an email when your domain is ready. It usually takes a few minutes.
  11. Create a Hosted Zone (to use your domain)
    • Back in Route 53, click “Hosted zones.”
    • Click “Create hosted zone.”
    • Type your new domain name and click “Create.”
  12. Point your domain to AWS
    • In your hosted zone, copy the “Name servers” listed.
    • If AWS registered your domain, this is set automatically.
    • If you used another registrar, paste these name servers into their DNS settings.

Now your domain is registered and ready in AWS! 🎉
You can add records (A, CNAME, MX) in your hosted zone to make your finmars work. See it in "Create Virtual Machine" Page

Create Finmars CE VM

Sure! Let’s make your EC2 and name it finmars-platform-vm. Follow these steps:

  1. Sign in to AWS
  2. Open EC2
    • At the top, click the search box and type EC2.
    • Click EC2 under “Services.”
  3. Launch a new instance
    • Click the blue Launch instances button.
  4. Name your instance
    • In the Name tag box, type finmars-platform-vm.
  5. Choose AMI (Finmars CE x.x.x) - latest version
    • Screenshot 2025-06-26 at 20.02.51.png
    • Scroll or search for Finmars CE (e.g. Finmars CE 19.1.0) in Communities AMIs tab.
    • Click Select.
  7. Select instance type (2 vCPU, 8 GiB RAM)
    • Find and click t3.large (it has 2 vCPU and 8 GiB).
  8. Create or select key pair
    • Choose Create a new key pair.
    • Name it (e.g. finmars-platform-vm-key).
    • Click Create Key Pair and save the .pem file safely. - Do not Lose this file, if you lose it, you will not able to connect to your VM again
  9. Configure instance details
    • Click Edit
    • Under Subnet - No Preference or pick one (any is fine).
    • Turn Auto-assign Public IP to Enable. (If already enabled - OK)
    • Configure Inbound Security Group Rules
    • Add Security Group Rule 1
      • Type: SSH
      • Source Type: Anywhere
      • Port range: 22
    • Add Security Group Rule 2
      • Type: HTTP
      • Source Type: Anywhere
      • Port Range: 80
    • Add Security Group Rule 3
      • Type: HTTPS
      • Source Type: Anywhere
      • Port Range: 443
    • Add Security Group Rule 4 - this is important for further Installation
      • Type: Custom TCP
      • Source Type: Anywhere
      • Port Range: 8888
    • Leave the rest as default.
    • Screenshot 2025-06-26 at 20.03.45.png

    See Edit in Top Right Corner. Press it

    Screenshot 2025-06-26 at 20.04.45.png

    See Configured Security groups


    • Click Next: Add Storage.
  10. Add storage (256 GiB)
    • Change the size from 8 to 256 in the root volume row.
    • Keep the volume type as gp3 or gp2.
  11. Review and launch
    • Check all your settings.
    • Click Launch Instance.
  12. Wait for your VM
    • Click View Instances.
    • Wait until its status is running and checks pass.
  13. Open Finmars Setup in your Web Browser
    • Go to http://Your_Public_IP:8888 (for example http://203.0.113.25:8888)
    • Proceed with Setup Wizard

Your EC2 named finmars-platform-vm is ready! 🎉


Now you need to assign your Public IP of your freshly created VM to subdomain of your domain.

  1. Sign in to AWS
    Go to console.aws.amazon.com and log in.
  2. Open Route 53
    In the top search bar, type Route 53, then click the service.
  3. Go to Hosted Zones
    In the left menu, click “Hosted zones.”
  4. Select your domain
    Find and click the zone named your_domain.tld (for example, example.com).
  5. Create the first record
    • Click “Create record.”
    • In Record name, type finmars (so full name is finmars.example.com). - It is Record for Actual Finmars Platform
    • For Record type, choose A – IPv4 address.
    • In Value, type your EC2 public IP (for example, 203.0.113.25). You can find it in EC2 details
    • Leave TTL as default (300).
    • Click “Create records.”
  6. Create the second record
    • Click “Create record” again.
    • In Record name, type finmars-auth(so full name is finmars-auth.example.com). - It is Record for Single-Sign-On (SSO) Finmars
    • For Record type, choose A – IPv4 address.
    • In Value, type the same EC2 public IP.
    • Click “Create records.”
  7. Wait a few minutes
    DNS needs a little time to spread out. After about 5 minutes, both
    • finmars.example.com
    • finmars-auth.example.com
      will go to your VM’s public IP.

That’s it! Now both sub-domains point to your finmars-platform-vm server.

You can verify it by run following command in Terminal (On Mac or Linux)

dig finmars.example.com
dig finmars-auth.example.com


Output should be like:

; <<>> DiG 9.10.6 <<>> finmars.example.com
;; global options: +cmd
;; Got answer:
;; ->>HEADER<<- opcode: QUERY, status: NOERROR, id: 39082
;; flags: qr rd ra; QUERY: 1, ANSWER: 1, AUTHORITY: 0, ADDITIONAL: 1

;; OPT PSEUDOSECTION:
; EDNS: version: 0, flags:; udp: 4096
;; QUESTION SECTION:
;finmars-platform-vm.finmars.com. IN	A

;; ANSWER SECTION:
finmars.example.com. 300 IN	A	203.0.113.25

;; Query time: 12 msec
;; SERVER: 192.168.178.1#53(192.168.178.1)
;; WHEN: Wed Jun 11 20:10:02 CEST 2025
;; MSG SIZE  rcvd: 76



Now go to next step: Install Finmars Platform




Setup Finmars CE

  1. Open Finmars Setup in your Web Browser
    • Go to http://Your_Public_IP:8888 (for example http://203.0.113.25:8888)
    • Proceed with Setup Wizard
  2. You Should see following screen
    Screenshot 2025-06-26 at 19.01.48.png
  3. Fill Out form with your DataScreenshot 2025-06-26 at 19.02.53.png
    1. Click Continue Setup

      Screenshot 2025-06-26 at 19.06.13.png
    2. Wait until Installation is Finished
    3. When its Done, proceed to your Installed Finmars CE platform! Well done!


    Screenshot 2025-06-26 at 19.18.11.png

    Go to next steps!



    If you have some troubles during Installation - reach for any support channel: