aurelio-finance README

The project's README from github.com/LosaLosSantos/aurelio-finance. As one markdown file: README.md.

Aurelio

CI

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.

Aurelio: everything you own in one place. An animation: the net worth and what makes it up, the countries inside the funds, a question about 1,235 euros left each month answered with a split, and a proposal you confirm or reject.

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 http://localhost:8000 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.

What it does

How Aurelio reasons explains the ideas underneath.

The AI part

  1. Create an account at https://openrouter.ai, add credit, and create a key at https://openrouter.ai/keys.
  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 (the chat's rows on 10 October, a web search on 9 October, on a test database):

cost
A first question that drew two cards, answered in one round $0.11
A follow-up, answered in one round $0.028
A follow-up that drew a card, answered in one round $0.013 to $0.020
Confirming a card, with the reply after it $0.026 to $0.057
Each web search, on top of the round that asked for it $0.0073 to $0.0075
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.

aurelio-finance (LosaLosSantos/aurelio-finance)

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Aurelio-finance
这是什么？Aurelio 是一个自托管的个人理财应用，跟踪你的净资产、投资、ETF、现金和债务，还带一个可以对话的可选 AI 财务顾问。
这是桌面应用，还是在浏览器里打开的东西？它是一个本地 Web 应用：Python/FastAPI 后端和 React/TypeScript 前端都在你自己的机器上运行，你通过浏览器来使用。
怎么把它跑起来？克隆仓库并运行启动脚本（例如 `powershell -ExecutionPolicy Bypass -File .\start.ps1 -Demo`）；首次启动会在项目文件夹内装好所需的一切，并打开应用。
启动之前需要装什么？运行启动脚本之前，需要装好 Git、Node.js 22 或更高版本，以及 uv（Python 包管理器）。
用 AI 顾问要花钱吗？AI 聊天是可选的，通过你自己的 OpenRouter 密钥按请求计费；默认模型 Claude Opus 5.5 截至 2026 年 10 月，第一个问题约花 $0.11，完整分析约 $0.33-$0.51。
我的财务数据存在哪里？你的财务记录留在自己的电脑上；唯一离开电脑的是可选 AI 聊天的流量，而且通过你自己的 OpenRouter 密钥发送。
穿透（look-through）功能显示什么？它会按国家/地区、行业、公司和货币，拆解你的基金在代码背后实际持有什么，而不只是展示基金本身。
Ask Aurelio 聊天是怎么修改我的数据的？它根据你自己的记录回答，可以搜索网页，并把每一项修改作为卡片提出来，你必须确认或拒绝之后才会真正应用。
为什么分析有两个 AI 角色？一个分析师角色和一个“了解你的知心人”从不同角度辩论你的投资组合，然后由综合步骤告诉你先看什么。
可以不输入真实账户就试用吗？可以，带 -Demo 标志运行启动脚本会启动预载了虚构数据的 Aurelio，而不是你的真实财务。
What are similar projects?Aurum, firefly-iii, actual, QuantDinger, nofx, daily_stock_analysis, trade-journal, akaunting
Which topics is it in?money, budgeting, stocks, accounting, personal-finance, fintech, openrouter, fastapi, finance, openai-compatible, dashboard, database
Creator
LosaLosSantos
Size
13.5 MB
Stars
4K
Updated
CommitOct 19
Age
13d
Commits · 90 Days