Aurelio Finance is an open-source personal finance and wealth management application designed to make financial tracking, investment analysis, and long-term planning easier. With a self-hosted approach and optional AI-powered assistance, Aurelio Finance helps users understand their financial position while maintaining control over their data.
Our Mission
Our mission is to help individuals explore smarter ways to manage their finances through accessible, transparent, and practical financial technology. We aim to make Aurelio Finance easier to understand by providing clear information about its features, benefits, and setup process.
What Makes Aurelio Finance Different?
Aurelio Finance brings essential financial management tools into one organized platform. Users can track net worth, monitor investment portfolios, analyze ETF holdings, manage assets and liabilities, and explore financial goals.
Its optional AI advisor also helps users understand their financial information through natural conversations.
Privacy and Financial Control
Financial privacy matters. Aurelio Finance follows a local-first approach, allowing users to keep their financial records on their own computers. AI integration is optional and connects through external services when enabled.
Our Commitment
We focus on providing helpful, accurate, and easy-to-understand information about Aurelio Finance. Our goal is to help users explore open-source financial tools, understand their capabilities, and make informed decisions about managing their personal wealth.