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Finmars. Free, open-source money and investment management you run yourself.

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Updates

July 2026
  • Merge pull request #198 from finmars-platform/fix/csv-import-classifi…
  • fix(csv_import): honour classifier_handler on import (skip=silent, ap…
  • Merge pull request #197 from finmars-platform/explorer-paginate-befor…
  • explorer: fetch file metadata only for the current page
  • Merge pull request #196 from finmars-platform/sentry-env-fix
  • Fix sentry init
April 2026
  • Merge pull request #195 from finmars-platform/celery_settings
  • remove depricated and overwritten settings
  • Merge pull request #194 from finmars-platform/cache_settings
  • update cache settings
  • Merge pull request #193 from finmars-platform/update_ytm_formula
  • Update ytm formula and added tests
  • Merge pull request #192 from finmars-platform/update_sanitize_ytm
  • Update value while exception in ytm
March 2026
  • Merge pull request #191 from finmars-platform/fix-sanitize-ytm
  • fix complex numbers case
February 2026
  • Merge pull request #181 from finmars-platform/179-calculate-performan…
  • Merge pull request #176 from finmars-platform/add-portfolio-type-attr…
  • performance report: no error on portfolios without reports
  • utils/attr_is_relation: add portfolio_type to relation set
September 2025
  • Release —Finmars 1.22.3-stable
July 2025
  • Release —Finmars 1.21.0-stable
June 2025
  • Release —Finmars 1.20.0-stable