aurelio-finance

What is aurelio-finance

An open-source personal finance application with a built-in AI financial advisor. It supports tracking net worth, investments, ETFs, cash and debt on a local computer.

Key features

• Track net worth, investments, ETFs, cash and debt on a local computer
• Built-in AI financial advisor that can chat based on your personal records and suggest changes
• Provides portfolio analysis including country, sector, company and currency breakdowns
• Manage plans, property, debt, cash flow, income, expenses, savings rate and financial goals

Who it is for

Suitable for individuals who want to manage personal wealth on a local computer, track investment portfolios and use an AI advisor for financial planning.

How to get started

1. Install Git, Node.js 22 or higher, and uv
2. Run git clone https://github.com/LosaLosSantos/aurelio-finance.git
3. After entering the directory, run ./start.sh --demo (demo mode) or ./start.sh (using your own data) on macOS/Linux
4. In Windows PowerShell, run ./start.ps1 -Demo (demo mode) or ./start.ps1 (using your own data)

Compiled from public descriptions on the tool's official website / README / launch page. Pricing and user numbers have not been verified; please check the official website. Some sections were drafted with AI assistance. Written in Chinese and English; other languages are machine-translated.