What is Aurelio?

Aurelio is a personal wealth-management and financial-planning application you run on your own computer. It tracks your banks, brokers, cash positions, portfolio holdings with cost basis and dividends, fund look-through analysis by country and sector, recurring investment plans, real assets, debts, and cash-flow goals. An optional AI chat advisor answers questions from your own records, performs web searches, and proposes changes as confirmable cards; a panel of analyst and confidant roles debates your portfolio. You install it by cloning the repo and running start.sh (macOS, Linux) or start.ps1 (Windows), which requires Git, Node.js 22+, and uv. Data is stored in a local SQLite file. The AI feature requires an OpenRouter API key; the app works fully without it. The project is MIT-licensed and very new, with no tagged releases yet.

Should you self-host Aurelio?

Aurelio scores 42/100 on selfhost.directory (how scoring works) and ranks #45 of 62 in Personal Finance. It has 326 GitHub stars.

There was no stable release in the past 12 months, so check the repository's recent activity before you rely on it.

Setup is easy: most people get it running in one sitting. It is MIT-licensed and written mostly in Python.

Its closest alternative on selfhost.directory is Firefly III (82/100, 25 021 stars). It scores higher overall, so compare the two before you pick. See Aurelio vs Firefly III side by side.