How to see what your funds really hold with look-through with Aurelio Finance

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• Run the offline research sample and open its workbench

  Start the local app on bundled fixtures and inspect the staged research workbench without any external services.

  • Finathink
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  In the finathink repo, set up the environment as described in its Quick Start, then run the local app with --sample on port 8765. Report the /workbench stage list, each stage status, and the manifest fingerprint shown. Verify that the sample run reports the stages from the research flow without requiring any external credentials.

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• Compare products for a shopping brief

  Get ranked product choices with reasons, rejected offers, and sources from your AI app.

  • Northcinder
  • Money
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  Use the NorthCinder MCP server to search for <product request> and compare price, delivery, fit, and merchant trust. Return up to three ranked choices with the reason for each rank, the rejected offers, and any facts that could not be verified. Verify that each choice lists the store it came from and that no purchase was started.

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• Screen companies as they stood on a past date

  Run a metric threshold screen on SEC filings using only what was public on a chosen date.

  • Qanat
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  In the Qanat project at <project-folder>, run a screen for metric pe below 30 as of <date> using the qanat screen command. Return the companies that passed, the count evaluated, and the count that could not be evaluated. Verify that the list is shown together with the unevaluated count so no companies are silently dropped.

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