LosaLosSantos/aurelio-finance

Aurelio is a wealth-management and financial-planning app that runs on your own computer, with an AI advisor you can talk to. Your records are kept on your machine. The AI part is optional: it goes through OpenRouter with your own key.

You need Git, Node.js 22 or later and uv. Then:

git clone https://github.com/LosaLosSantos/aurelio-finance.git
cd aurelio-finance
./start.sh --demo          # macOS and Linux

git clone https://github.com/LosaLosSantos/aurelio-finance.git
cd aurelio-finance
./start.ps1 -Demo          # Windows, in PowerShell

If PowerShell says that running scripts is disabled, use powershell -ExecutionPolicy Bypass -File .\start.ps1 -Demo.

The first start installs what it needs inside the folder and opens http://localhost:8000 on an invented household, kept in a file of its own. Start without the flag to use your own data.

./start.sh                 # macOS and Linux

./start.ps1                # Windows

Your records live in backend/data.db. Before an update changes its format, the app saves a copy next to it.

• Wealth: your banks and brokers, their cash, and dated situations of what you hold.
• Portfolio: every position priced from the market, with its cost, gain and dividends.
• Look-through: what your funds really hold, by country, sector, company and currency.
• Plans, homes and debts: recurring investments, real assets and the loans that finance them.
• Cash flow and goals: income, expenses, savings rate, and the return each goal needs.
• Ask Aurelio: a chat that answers from your own records, can search the web, and proposes every change as a card you confirm.
• The analysis: an analyst and a confidant who knows you argue over your portfolio, and a synthesis says what to look at first.

How Aurelio reasons explains the ideas underneath. Guides, and how each number is worked out, are in the wiki: how to calculate net worth, ETF overlap and portfolio X-ray, accumulating vs distributing ETFs, how many months of emergency fund and what an AI financial advisor costs.

1. Create an account at https://openrouter.ai, add credit, and create a key at https://openrouter.ai/keys.
2. Copy backend/.env.example to backend/.env and set OPENROUTER_API_KEY.

The default model is Claude Opus 5.5 ($4 per million input tokens, $20 per million output tokens); you can pick another in the chat. What it cost, measured in October 2026 (the chat's rows on 11 and 12 October, an analysis on 12 October, a web search on 9 October, on a test database):

uv run pytest in backend/ and npm test in frontend/. For hot reload, run uv run uvicorn app.main:app --port 8000 in backend/ and npm run dev in frontend/.

MIT, see LICENSE.