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Install Finmars Platform

Here is a Full Guide to install Finmars on your Ubuntu VM:

Complete time of full installation is <30 minutes, by the end of it you will get a Finmars Platform Installed on your Linux Server

  1. Connect to your VM
    Example:
    # if this first connect 
    chmod 400 finmars-key.pem
    
    ssh -i ./finmars-key.pem ubuntu@<Public-IP>
    
    # if this first connect
    # Are you sure you want to continue connecting (yes/no/[fingerprint])? yes
    # yes
  2. Install Docker
    sudo apt update
    sudo apt install -y ca-certificates curl gnupg lsb-release
    
    wget -qO- https://get.docker.com/ | sh
    
    sudo usermod -aG docker $USER
    newgrp docker
    To check if Docker installed:
    docker version
    Should output:
    Client: Docker Engine - Community
     Version:           28.2.2
    ...
  3. Install Make
    sudo apt install -y make git
  4. Create the finmars folder
    sudo mkdir -p /opt/finmars
    sudo chown $USER:$USER /opt/finmars
  5. Clone the Finmars repo
    cd /opt/finmars
    git clone https://github.com/finmars-platform/finmars-community-edition.git .
  6. Configure env
    make generate-env
  7. Check created env
    REALM_CODE=realm00000
    BASE_API_URL=space00000
    SECRET_KEY=2e849ee2
    JWT_SECRET_KEY=f0d51adba17320c742fb1f046122ce1a8e22ca679bf7c7df28aa873ed5ca3d7a
    ENCRYPTION_KEY=a594c6607a48629884753fe0a6b5a907c6d8be8d63e4c274c67be040c276b1c4
    
    DOMAIN_NAME=ap-finmars.finmars.com
    CSRF_COOKIE_DOMAIN=ap-finmars.finmars.com
    CSRF_TRUSTED_ORIGINS=https://ap-finmars.finmars.com
    
    PROD_APP_HOST=https://ap-finmars.finmars.com
    APP_HOST=https://ap-finmars.finmars.com
    PROD_API_HOST=https://ap-finmars.finmars.com
    API_HOST=https://ap-finmars.finmars.com
    
    KEYCLOAK_REALM=finmars
    KEYCLOAK_SERVER_URL=https://ap-finmars-auth.finmars.com
    KEYCLOAK_URL=https://ap-finmars-auth.finmars.com
    PROD_KEYCLOAK_URL=https://ap-finmars-auth.finmars.com
    
    NUXT_APP_BASE_URL=/
    
    DB_HOST=db
    DB_PORT=5432
    DB_NAME=finmars_dev
    DB_USER=finmars_dev
    DB_PASSWORD=e21717b7ba0d4287dcdc292edc3c2164
    
    KC_DB_URL_HOST=db_keycloak
    KC_DB_PORT=5432
    KC_DB_USERNAME=keycloak
    KC_DB_PASSWORD=5de8131f84d79b68ba47d25a922dae92
    KC_DB_URL_DATABASE=keycloak
    
    RABBITMQ_HOST=rabbitmq
    
    REDIS_HOST=redis
    
    USE_FILESYSTEM_STORAGE=True
    
    SERVER_TYPE=local
    DEBUG=False
    USE_DEBUGGER=False
    DJANGO_LOG_LEVEL=INFO
    PROFILER=False
    ENABLE_DEV_DOCUMENTATION=False
    
    EDITION_TYPE=community
    
    ADMIN_USERNAME=test
    ADMIN_PASSWORD=test
    REDIRECT_PATH="/realm00000/space00000/a/#!/dashboard"
    
    MAIN_DOMAIN_NAME=ap-finmars.finmars.com
    AUTH_DOMAIN_NAME=ap-finmars-auth.finmars.com
  8. Release certs
    make init-cert
    You should see something like this as successful result:
    Screenshot 2025-06-11 at 20.37.55.png
  9. Init keycloak
    make init-keycloak
    You should see something like this as successful result:
    Screenshot 2025-06-11 at 20.39.07.png
  10. Run database migrations
    make migrate
    You should see something like this as successful result:
    Screenshot 2025-06-11 at 20.54.27.png
  11. Start all services
    make up
    You should see something like this and other logs as successful result:

    Screenshot 2025-06-11 at 21.03.52.png

To Verify that is everything running

docker ps

And you should see something like:

Screenshot 2025-06-11 at 21.08.45.png

It means all the Docker Containers are running.



When all is done, you can Open Web Browser at finmars.example.com and you should see Finmars Welcome Page

Screenshot 2025-06-11 at 21.11.43.png

After you press Login you will be redirected to Finmars Single-Sign-On (SSO) to finmars-auth.example.com

Screenshot 2025-06-11 at 21.18.15.png

Login with your Credentials that you provided in 6) Configure env step. It should be yours ADMIN_USERNAME and ADMIN_PASSWORD

After Login you will be redirected to Dashboard page in Finmars Platform

Screenshot 2025-06-11 at 21.52.33.png

Congratulations you finished your Finmars Platform Installation Successfully! Well Done!

For next step, you need to Configure your Platform - Consider our Guide with Configuring Finmars

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