# 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](https://id-auth.finmars.io/realms/finmars/account)
---
Here is summary of what we will achieve during this tutorial
To complete this guide you will need only ****Web Browser****
- Register AWS account - [Link](https://docs.finmars.com/books/installation-guide-with-aws-simple/page/register-aws-account)
- Register Domain Name - [Link](https://docs.finmars.com/books/installation-guide-with-aws-simple/page/register-domain-name)
- Create Finmars CE Machine (VM) - [Link](https://docs.finmars.com/books/installation-guide-with-aws-simple/page/create-finmars-ce-vm)
- Setup Finmars CE - [Link](https://docs.finmars.com/books/installation-guide-with-aws-simple/page/setup-finmars-ce)
- Get to know our [User Quick Start](https://docs.finmars.com/books/user-quick-start) guide for next steps
---
If you have some troubles during Installation - reach for any support channel:
- Create a [Github Issue](https://github.com/finmars-platform/finmars-core/issues/new)
- Join our [Discord](https://discord.gg/dJFxjwKQet) Server
- Contact us at
# 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](https://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](https://docs.finmars.com/books/installation-guide-with-aws-advanced/page/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](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](https://docs.finmars.com/books/installation-guide-with-aws-advanced/page/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****
- Open your browser and go to [console.aws.amazon.com](https://console.aws.amazon.com).
- Enter your AWS email and password.
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](https://aws.amazon.com/marketplace/pp/prodview-55ptwgyybwzp2) ****x.x.x) - latest version****
6. - [](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-27-at-15-44-08.png)
- Scroll or search for ****Finmars CE (e.g. Finmars CE 19.1.0)**** in AWS & Trusted third-party 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.
- [](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-26-at-20-03-45.png)
See ****Edit**** in Top Right Corner. Press it
[](https://docs.finmars.com/uploads/images/gallery/2025-06/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](https://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:
```bash
; <<>> 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](https://docs.finmars.com/books/installation-guide-with-aws-simple/page/setup-finmars-ce)
# 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****
[ ](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-26-at-19-01-48.png)
3. ****Fill Out form with your Data****[](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-26-at-19-02-53.png)
4.
5. ****Click** `Continue Setup`**
[](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-26-at-19-06-13.png)
6. Wait until Installation is Finished
7. When its Done, proceed to your Installed Finmars CE platform! Well done!
[](https://docs.finmars.com/uploads/images/gallery/2025-06/screenshot-2025-06-26-at-19-18-11.png)
Go to next steps!
- Get to know our [User Quick Start](https://docs.finmars.com/books/user-quick-start) guide for next steps
---
If you have some troubles during Installation - reach for any support channel:
- Create a [Github Issue](https://github.com/finmars-platform/finmars-core/issues/new)
- Join our [Discord](https://discord.gg/dJFxjwKQet) Server
- Contact us at