LosaLosSantos/aurelio-finance

Aurelio

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.

Try it on invented data

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 on an invented household, kept in a file of its own. Start without the flag to use your own data.

Run it on 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.

Screenshots

On invented demo data.

| | | |---|---| |
Positions priced from the market |
The look-through: what the funds hold | |
A dated situation of one account |
The chat proposes; you confirm or reject |

What it does

• 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.

The AI part

1. Create an account at , add credit, and create a key at . 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:

| | cost | |---|---| | A first question, answered in one round | $0.11 | | A follow-up, answered in one round | $0.017 | | A request for advice with one web search | $0.16 | | An analysis | $0.33 to $0.51 |

Development

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/.

License

MIT, see LICENSE.