Open-source personal finance app with an AI financial advisor to track net worth, investments, ETFs, cash, and debts on your own computer.
Why it matters now: Personal finance management with AI-powered advice
Aurelio Finance is a self-hosted personal finance app that utilizes AI to provide financial advice. It allows users to track their net worth, investments, and debts, while also offering features such as portfolio tracking, look-through analysis, and cash flow management. The app is designed to run on the user’s own computer, ensuring that their financial records remain private. Aurelio Finance also includes an AI-powered chat feature, which can answer questions and provide proposals based on the user’s financial data. The app is highly customizable and can be run on invented data for testing purposes. For those interested in the underlying ideas and calculations, the project provides detailed explanations and guides in its wiki.
Git, Node.js 22 or later, and uv are required to run the app