{
 "schema_version": 1,
 "generated": "2026-10-20",
 "id": "losalossantos-aurelio-finance--see-hidden-overlap-in-funds",
 "repo": "LosaLosSantos/aurelio-finance",
 "repo_url": "https://github.com/LosaLosSantos/aurelio-finance",
 "repo_slug": "losalossantos-aurelio-finance",
 "title": "See what your funds really hold with look-through",
 "page_title": "How to see what your funds really hold with look-through with Aurelio Finance",
 "summary": "Break down fund holdings by country, sector, company and currency to find overlap.",
 "who": "An investor who owns several ETFs or funds and suspects they hold the same large companies.",
 "problem": "Fund names hide their underlying holdings, so overlap and concentration are hard to see from a broker statement.",
 "outcome": "A look-through view of what your funds hold by country, sector, company and currency.",
 "steps": [
  "Set up the app by installing Git, Node.js 22 or later, and uv.",
  "Run `git clone https://github.com/LosaLosSantos/aurelio-finance.git` and then `cd aurelio-finance`.",
  "Start the app with `./start.sh` on macOS or Linux, or `./start.ps1` on Windows.",
  "Enter your fund positions under Portfolio.",
  "Open Look-through and compare exposure by country, sector, company and currency."
 ],
 "agent_prompt": "In the aurelio-finance repository, open the Look-through view for my positions and list the top three companies and top three countries by exposure. Verify that each figure matches the fund holdings shown in the app.",
 "agents": [
  "any"
 ],
 "difficulty": "Intermediate",
 "time": "30 minutes",
 "basis": "readme",
 "caveat": "The README does not say how often look-through data updates, so confirm the date of the underlying fund data before acting on it.",
 "category": "Money",
 "tags": [
  "Money"
 ],
 "lang": "python",
 "requirements": [
  "Git installed",
  "Node.js 22 or later",
  "uv installed (https://docs.astral.sh/uv/getting-started/installation/)",
  "macOS, Linux, or Windows with PowerShell",
  "For the AI advisor only: an OpenRouter account with credit and an API key"
 ],
 "risk": "sensitive",
 "seen_in_the_wild": false,
 "mentioned_publicly": false,
 "risks": [],
 "best": false,
 "score": 0.7,
 "evidence": [],
 "url": "https://dedupedai.com/use-cases/losalossantos-aurelio-finance/see-hidden-overlap-in-funds/",
 "md": "https://dedupedai.com/use-cases/losalossantos-aurelio-finance/see-hidden-overlap-in-funds/index.md",
 "disclaimer": "Deduped lists open-source repositories that belong to other people. We do not own, maintain, audit, or vouch for any of them, and a repo appearing here is not an endorsement or a safety check. The use cases, steps, and prompts are written by AI and may be incomplete, outdated, or just wrong. Where a use case is marked \"Seen in the wild\", we link to public posts where someone described something similar, but we have not verified those posts and the use case itself is still our AI's own write-up. Use all of this at your own risk. Only run code, commands, or agents on systems and accounts you are authorized to use, and read the code and every command before you run it, especially anything that touches credentials, files, or the network. Nothing here is professional, security, legal, or financial advice. All trademarks and project names belong to their respective owners, and their use here does not imply affiliation. Content is provided as is, without warranties of any kind. Found a mistake, a safety problem, or something you want removed? Email hello@dedupedai.com and we will look at it promptly.",
 "api": "https://dedupedai.com/api/v1/usecases/losalossantos-aurelio-finance--see-hidden-overlap-in-funds.json",
 "api_version": "v1"
}