Aurelio Finance Smarter Wealth Management Starts Here
Aurelio Finance is a free, open-source personal finance and wealth management app designed to help you track your net worth, manage investments, analyze portfolio holdings, and plan your financial future. Keep your financial records on your own computer while accessing powerful tools and an optional AI advisor for smarter financial insights.
What Is Aurelio Finance?
Aurelio Finance is an open-source, self-hosted personal finance application that brings your financial information together in one place. It helps you track net worth, manage investments, monitor assets and liabilities, and understand your overall financial position through a clear, organized interface.
Built for financial clarity and personal control, Aurelio Finance also provides portfolio analysis, financial planning tools, and an optional AI advisor. Your financial records stay on your computer, giving you greater control over your data while making everyday wealth management easier to understand.
Why Choose Aurelio Finance?
Aurelio Finance helps you understand your wealth, manage investments, and plan your financial future with open-source flexibility, local data control, and optional AI-powered financial insights.
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Open-Source Freedom
Access transparent, MIT-licensed software that you can run on your own computer without depending on a traditional hosted finance platform.
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Complete Wealth Visibility
Bring your net worth, investments, assets, and liabilities into one organized financial overview for easier tracking and planning.
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Deeper Investment Insights
Look beyond portfolio balances to understand fund holdings, investment exposure, and how your wealth is distributed across different assets.
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Optional AI Assistance
Ask questions about your financial records with an optional AI advisor, while keeping control over suggested changes and AI usage.
Key Features of Aurelio Finance
Aurelio Finance brings essential personal finance tools together to simplify wealth tracking, investment analysis, and long-term financial planning.
Monitor your stocks, ETFs, funds, investment costs, and portfolio performance in one place. Review gains, dividends, and asset allocation to understand how your investments contribute to your wealth.
See your assets and liabilities together to understand your current financial position and how it changes over time.
Explore underlying fund holdings and identify exposure across companies, sectors, countries, and currencies.
Review income, expenses, and savings patterns to better understand your cash flow and everyday financial habits.
Explore savings targets, recurring investment plans, and long-term financial scenarios to support more informed decisions.
Include property, other assets, loans, and liabilities in your financial overview for a more complete picture of your wealth.
Meet the Aurelio Finance AI Advisor
Aurelio Finance offers an optional AI advisor that helps you explore financial records, understand investment portfolios, and get useful insights through natural conversations.
Get explanations of your balances, investments, and financial information in everyday language.
Understand asset allocation, fund exposure, and investment patterns using available portfolio data.
Review and approve AI-suggested changes before they are applied to your financial records.
Optional AI Integration: Aurelio Finance uses OpenRouter for AI assistance when enabled. An API key is required, and usage charges may apply.
How Does Aurelio Finance Work?
Aurelio Finance makes personal wealth management more organized. Set up the application, add your financial records, and explore your finances through one convenient dashboard.
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Install Aurelio
Download the open-source project and follow the setup instructions to run Aurelio Finance on your computer.
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Add Financial Data
Organize your accounts, investments, assets, and liabilities to build a complete financial overview.
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Explore Your Wealth
Review net worth, portfolio allocation, cash flow, and financial goals through clear tracking and analysis tools.
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Enable AI Insights
Optionally connect OpenRouter to ask financial questions and explore AI-assisted insights.
Good to know: Aurelio Finance runs locally, and its AI advisor is optional. You can use the core financial management tools without enabling AI features.
Aurelio Finance Privacy & Data Security
Aurelio Finance follows a self-hosted approach, keeping your personal financial records on your own computer. Manage your finances locally and choose whether to enable external AI services.
Keep account information, investment records, and financial details on your own machine instead of relying on a hosted application database.
Manage your financial information directly through your own installation, with responsibility for device security, software maintenance, and backups.
The AI advisor connects through OpenRouter only when configured. Information shared with AI services may be processed externally, so review provider privacy policies.
AI is optional — Aurelio Finance's core financial management tools work without connecting an external AI provider.
Is Aurelio Finance Free?
Aurelio Finance is free, open-source personal finance software with no required license subscription. Its core financial tools are free to use, while optional AI features may involve separate usage costs.
Download Aurelio Finance, run it on your own computer, and access its core wealth management features without software licensing fees.
Connect your own OpenRouter API key to access AI-powered financial assistance. Charges depend on the AI model you select and how much you use it. AI integration is not required for core app features.
The $0 price refers to the open-source software license. Optional AI services and any additional self-hosting infrastructure may involve separate costs.
Who Should Use Aurelio Finance?
Aurelio Finance is ideal for individuals who want a clearer view of their money, investments, and long-term goals while maintaining control over their personal financial records.
Track stocks, ETFs, and portfolio performance while understanding investment allocation and underlying fund exposure.
Bring multiple accounts, savings, assets, and liabilities into one organized financial overview.
Explore savings goals, investment scenarios, and financial projections to support future planning.
Run open-source finance software locally and decide when to use optional external AI services.
One flexible platform for understanding and managing your personal wealth.
Get Started With Aurelio Finance
Aurelio Finance runs locally on your computer. Install the required tools, download the project, and launch the application with sample data before adding your own financial records.
git clone https://github.com/LosaLosSantos/aurelio-finance.git
cd aurelio-finance
./start.sh --demo
./start.ps1 -Demo
The demo opens at http://localhost:8000.
To use your own data, run the relevant start script
without the demo flag.
Benefits & Limitations of Aurelio Finance
Aurelio Finance offers flexible wealth management with local data control. Understanding its advantages and practical requirements can help you decide whether it fits your financial needs.
Free, MIT-licensed software with transparent source code and flexible self-hosting.
Understand your net worth, investments, and portfolio exposure in one place.
Explore financial questions and portfolio information with AI when needed.
Installation requires basic familiarity with development tools and local software.
You are responsible for protecting your device, maintaining software, and backing up data.
AI usage may incur OpenRouter charges, and generated financial insights need review.
Aurelio Finance is best suited to users who value financial transparency, local data ownership, and the flexibility of self-hosted software.
Frequently Asked Questions About Aurelio Finance
Explore answers to common questions about Aurelio Finance, including its features, AI advisor, investment tracking, pricing, privacy, and installation.
What is Aurelio Finance?
Aurelio Finance is an open-source, self-hosted personal finance application that helps users manage investments, track net worth, review assets and liabilities, and plan their financial future.
Is Aurelio Finance free to use?
Yes. Aurelio Finance is free, MIT-licensed software. Its core financial management tools do not require a paid software subscription. Optional external AI services may involve separate usage charges.
Is Aurelio Finance open source?
Yes. Aurelio Finance is distributed under the MIT license, allowing users to inspect, modify, and use its source code according to the license terms.
What can I track with Aurelio Finance?
You can organize financial accounts, cash balances, investments, properties, assets, and liabilities. These records help create a clearer picture of your overall financial position.
Does Aurelio Finance track net worth?
Yes. Aurelio Finance helps calculate and monitor net worth by organizing your financial assets and liabilities. This makes it easier to understand how your overall wealth changes.
Can Aurelio Finance manage investment portfolios?
Yes. The application supports investment portfolio tracking, allowing users to review holdings, investment costs, gains, dividends, and overall portfolio allocation.
Does Aurelio Finance support stocks and ETFs?
Yes. Aurelio Finance supports tracking stocks, ETFs, and investment funds. Users can organize their holdings and analyze investment exposure across their portfolios.
What is ETF look-through analysis?
ETF look-through analysis helps identify the underlying companies, sectors, and geographic exposure within investment funds. It can reveal overlapping holdings across different ETFs in your portfolio.
Can I monitor income and expenses?
Yes. Aurelio Finance includes cash flow and savings analysis tools that help users understand income, expenses, and financial patterns over time.
Can Aurelio Finance help with financial goals?
Yes. Aurelio Finance provides financial planning tools for exploring savings targets, recurring investment plans, and long-term financial scenarios.
Does Aurelio Finance include an AI advisor?
Yes. Aurelio Finance includes an optional AI assistant called Ask Aurelio. It helps users explore financial records, ask questions, and better understand portfolio information through conversation.
Is the AI advisor required to use Aurelio Finance?
No. The AI advisor is entirely optional. Users can access the core financial tracking, investment analysis, and planning tools without connecting an external AI service.
How does the Aurelio Finance AI advisor work?
The optional AI advisor uses an OpenRouter integration to process financial questions and provide contextual responses based on available financial records. An API key is required.
Does the AI advisor have additional costs?
AI usage may involve charges through OpenRouter. The cost depends on the selected AI model and the amount of usage. Core Aurelio Finance features remain available without AI.
Where does Aurelio Finance store financial data?
Aurelio Finance stores financial records locally on the computer running the application. This self-hosted design gives users greater control over their financial information.
Is my financial information shared with AI providers?
Core records are stored locally, but enabling the optional AI advisor may send relevant information to external AI services for processing. Users should review the provider's privacy policies before enabling AI.
Can AI make changes to my financial records?
Aurelio Finance supports AI-suggested changes with a review and approval process. Users can examine proposed updates before applying them to their financial records.
Can Aurelio Finance run without internet access?
Aurelio Finance is designed for local use, so many core features can work with locally stored records. External AI requests, updates, and online data services require internet access.
Does Aurelio Finance require technical knowledge?
Basic technical knowledge is helpful because Aurelio Finance is self-hosted software. Installation involves setting up the required tools and running the application locally.
How can I get started with Aurelio Finance?
Download the Aurelio Finance source files, install the required dependencies, and follow the setup instructions. You can start with demo data before organizing your own finances.