# Aurelio

> Open-source, self-hosted personal finance app for tracking net worth, investments, ETFs, cash and debts, with an optional AI advisor connected through OpenRouter.

- **Category:** Personal Finance
- **Licence:** MIT
- **Open source:** oss
- **Languages:** Typescript, Python
- **Platforms:** Windows
- **Tags:** Local First, LLM, Personal Finance, Wealth Management, Fintech, Financial Planning, AI, Investments, Self Hosted, Finance, Openrouter, Stocks, Investing, Portfolio tracker, Cash Flow, Etf, Net Worth, AI Advisor, Dividends

## Description

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.

## Links

- [Homepage](https://github.com/losalossantos/aurelio-finance)
- [Wiki](https://github.com/LosaLosSantos/aurelio-finance/wiki)
- [How Aurelio reasons](https://github.com/LosaLosSantos/aurelio-finance/blob/main/docs/how-aurelio-reasons.md)

---
Source: https://selfhost.directory/project/aurelio-finance