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Aurelio Finance
Aurelio Finance is a self-hosted financial planning application tracks net worth, portfolios, and wealth using local data storage.
Aurelio is a wealth management and financial planning application that runs locally on a computer. It tracks bank accounts, brokers, cash, portfolio positions with market pricing, fund look-through allocations, plans, homes, debts, cash flow, and financial goals. Users can optionally integrate an AI advisor through OpenRouter with their own API key to answer questions, search the web, and propose portfolio changes via confirmation cards. The system stores all user records locally in a database file. It operates via local installation requiring Git, Node.js, and uv, and is licensed under the MIT license.
Aurelio Finance at a glance
Key features
- Track banks, brokers, cash, and asset situations
- Monitor portfolio positions priced from the market
- Analyze fund holdings by country, sector, and company
- Manage recurring investments, real assets, and loans
- Calculate cash flow, income, expenses, and savings rates
- Chat with an AI advisor using local records and web search
- Review automated portfolio analysis and synthesis
Use it for
- Tracking net worth and overall wealth locally
- Monitoring investment portfolio gains and dividends
- Analyzing underlying fund holdings and sector allocations
- Managing loans, real assets, and financial goals
- Consulting an optional AI advisor about financial records
Alternatives to Aurelio Finance
- Rivaire Finance — Track balances and transactions across multiple financial accounts in one dashboard.
- fin — Runs locally, uses Plaid for free, and integrates with AI agents and SQL.
- Zeni — Combines AI automation with a dedicated team of finance and tax experts.
- Tracelight — Accuracy in complex financial modeling with full citation of all data sources.
- Trullion — Automates lease accounting and audit workflows with auditable AI on a single platform.
- Return Ledger — Calculates TWR and XIRR automatically by reading PDF statements with AI.
- Fundstash — Your financial data stays entirely on your phone with no servers or cloud accounts.
- Nuvio 5.0 — It connects daily financial automation directly with matched accounting support.
- Maali — Your financial data stays completely on your computer and the app works offline.
- Rillet — Automate accounting workflows to enable a continuous financial close.
- Equofi — Family Finance, Simplified — Split expenses and track household budgets together using Google Sheets sync.
- fundsvisor — Manage business finances and FBR e-invoicing without an accountant.
All Aurelio Finance alternatives