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LosaLosSantos

LosaLosSantos/aurelio-finance

Self-hosted personal finance app that tracks net worth, portfolios, ETFs, cash and debts locally, with an optional AI advisor via OpenRouter.

Open-source alternative to:Personal CapitalEmpower

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348
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105
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0
Last commit
8 days ago

What is it?

Aurelio is a wealth-management and financial-planning app that runs on your own computer. Records such as bank and broker accounts, cash, holdings and debts are stored in a local SQLite file, and positions are priced from market data.

The portfolio side covers cost basis, gains and dividends, plus a look-through view that breaks down what funds actually hold by country, sector, company and currency. Planning features include recurring investments, real assets and loans, cash flow tracking, savings rate, and the return each goal requires.

The optional AI chat, Ask Aurelio, answers from your own records, can search the web, and proposes every change as a card you confirm. It connects through OpenRouter with your own API key. Starting with the --demo flag opens the app on an invented household.

Key features

  • 01Tracks banks, brokers, cash and dated holdings in one place.
  • 02Prices positions from the market and shows cost, gain and dividends.
  • 03Breaks down fund holdings by country, sector, company and currency.
  • 04Covers recurring investments, real assets, loans, cash flow and goals.
  • 05AI chat answers from your records and proposes changes you confirm.
  • 06Runs locally on macOS, Linux and Windows.

Use cases

  • Getting a single view of net worth across accounts and asset types.
  • Checking overlap and country or sector exposure in ETF holdings.
  • Planning how much to save each month to reach a financial goal.
  • Asking an AI assistant questions about your own finances without sending records to a hosted service.

Quick start

  1. 1

    Install Git, Node.js 22 or later, and uv

  2. 2

    Clone the repository

    git clone https://github.com/LosaLosSantos/aurelio-finance.git
  3. 3

    Enter the project folder

    cd aurelio-finance
  4. 4

    Start the app with invented demo data (macOS and Linux; open http://localhost:8000)

    ./start.sh --demo

Things to know

  • The optional AI advisor requires your own OpenRouter key with credit, and each use costs money.
  • Setup requires Git, Node.js 22 or later, and uv to be installed first.

In collections

Self-hosted apps

Topics

#personal-finance#net-worth#portfolio-tracker#etf#self-hosted#financial-planning#llm#ai#dividends#finance

FAQ

What is aurelio-finance?
Self-hosted personal finance app that tracks net worth, portfolios, ETFs, cash and debts locally, with an optional AI advisor via OpenRouter. Aurelio is a wealth-management and financial-planning app that runs on your own computer. Records such as bank and broker accounts, cash, holdings and debts are stored in a local SQLite file, and positions are priced from market data.
Is aurelio-finance free to use? What license does it have?
aurelio-finance is open source under the MIT license. Check the license terms before using it in commercial products.
Is aurelio-finance still maintained?
Actively maintained. The last commit to aurelio-finance was on Oct 30, 2026.
What can I use aurelio-finance for?
Getting a single view of net worth across accounts and asset types. Checking overlap and country or sector exposure in ETF holdings. Planning how much to save each month to reach a financial goal. Asking an AI assistant questions about your own finances without sending records to a hosted service.
How do I install aurelio-finance?
Install Git, Node.js 22 or later, and uv Clone the repository: git clone https://github.com/LosaLosSantos/aurelio-finance.git Enter the project folder: cd aurelio-finance Start the app with invented demo data (macOS and Linux; open http://localhost:8000): ./start.sh --demo
Where can I get aurelio-finance?
The source code and installation instructions are on GitHub: https://github.com/LosaLosSantos/aurelio-finance

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