{
 "schema_version": 1,
 "generated": "2026-10-20",
 "id": "losalossantos-aurelio-finance--track-net-worth-on-own-computer",
 "repo": "LosaLosSantos/aurelio-finance",
 "repo_url": "https://github.com/LosaLosSantos/aurelio-finance",
 "repo_slug": "losalossantos-aurelio-finance",
 "title": "Track net worth and holdings on your own computer",
 "page_title": "How to track net worth and holdings on your own computer with Aurelio Finance",
 "summary": "Keep banks, brokers, cash, holdings and debts in one local app that stays on your machine.",
 "who": "A household finance organizer who wants a private record of net worth and investments without sending data to a hosted service.",
 "problem": "Net worth, positions and debts are spread across bank and broker sites, and no single view shows the whole picture.",
 "outcome": "A local dashboard covering wealth, portfolio positions with cost and gain, and debts, with records stored on your machine.",
 "steps": [
  "Complete the setup steps for Git, Node.js 22 or later, and uv.",
  "Run `git clone https://github.com/LosaLosSantos/aurelio-finance.git` and then `cd aurelio-finance`.",
  "On macOS or Linux, run `./start.sh`. On Windows, run `./start.ps1`.",
  "Enter your banks, brokers, cash and dated holdings under Wealth.",
  "Review Portfolio for positions priced from the market, with cost, gain and dividends, and Plans, homes and debts for loans."
 ],
 "agent_prompt": "In the aurelio-finance repository, start the app on my own data for <target OS> and list the Wealth and Portfolio entries it shows. Verify that the records are saved to backend/data.db on this machine.",
 "agents": [
  "any"
 ],
 "difficulty": "Intermediate",
 "time": "45 minutes",
 "basis": "readme",
 "caveat": "The README says prices come from the market, so position values depend on the market data the app pulls when it runs.",
 "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": [
  {
   "tag": "credentials",
   "notice": "This use case holds real financial records, so keep backend/data.db and its automatic backup copies private on your computer."
  }
 ],
 "best": false,
 "score": 0.9,
 "evidence": [],
 "url": "https://dedupedai.com/use-cases/losalossantos-aurelio-finance/track-net-worth-on-own-computer/",
 "md": "https://dedupedai.com/use-cases/losalossantos-aurelio-finance/track-net-worth-on-own-computer/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--track-net-worth-on-own-computer.json",
 "api_version": "v1"
}