# AI use cases for Aurelio Finance (LosaLosSantos/aurelio-finance) Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Use cases: 5 | Page: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/ Aurelio is an open-source personal finance app that runs on your own computer and tracks net worth, investments, ETFs, cash and debts, with an optional AI advisor that uses your own OpenRouter key. This file holds every use case of this repo. Each one starts with a "## " heading and ends with its URL. - Test the app on invented household data first: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/try-demo-household-data/ - Track net worth and holdings on your own computer: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/track-net-worth-on-own-computer/ - Get answers about your records from an AI advisor: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/ask-ai-advisor-about-own-records/ - See what your funds really hold with look-through: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/see-hidden-overlap-in-funds/ - Run the test suites and dev servers after changes: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/run-tests-and-dev-servers/ ## How to test the app on invented household data first with Aurelio Finance Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Difficulty: Intermediate | Time: 30 minutes | Basis: From the README Start the app with invented data to see every screen before entering real finances. **Who it is for:** A person who is curious about a self-hosted finance tracker and does not want to type real records yet. **The problem:** Setting up a finance app with real records feels risky before you know how it works. **The outcome:** A running local app showing an invented household, with your real data untouched in its own file. ### Steps 1. Install Git, Node.js 22 or later, and uv. 2. Run `git clone https://github.com/LosaLosSantos/aurelio-finance.git`. 3. Run `cd aurelio-finance`. 4. On macOS or Linux, run `./start.sh --demo`. On Windows in PowerShell, run `./start.ps1 -Demo`. 5. Browse the Wealth, Portfolio and Look-through sections to see how the demo data is shown. ### Prompt to paste into your agent ```text In the aurelio-finance repository, start the app with the demo flag for and report the URL or screen it opens on. Verify that the app shows an invented household and that backend/data.db is not changed by the demo start. ``` ### Caveat The README says the demo uses a file of its own, so confirm your own backend/data.db is separate before you add real records. Risk, credentials: The demo start is safe for testing, but the first start installs dependencies inside the project folder, so review what the script does before running it. Disclaimer: Third-party repos we don't own or vouch for. AI-generated use cases can be wrong: review everything and run at your own risk. Full text: https://dedupedai.com/disclaimer/ URL: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/try-demo-household-data/ ## How to track net worth and holdings on your own computer with Aurelio Finance Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Difficulty: Intermediate | Time: 45 minutes | Basis: From the README Keep banks, brokers, cash, holdings and debts in one local app that stays on your machine. **Who it is for:** A household finance organizer who wants a private record of net worth and investments without sending data to a hosted service. **The problem:** Net worth, positions and debts are spread across bank and broker sites, and no single view shows the whole picture. **The outcome:** A local dashboard covering wealth, portfolio positions with cost and gain, and debts, with records stored on your machine. ### Steps 1. Complete the setup steps for Git, Node.js 22 or later, and uv. 2. Run `git clone https://github.com/LosaLosSantos/aurelio-finance.git` and then `cd aurelio-finance`. 3. On macOS or Linux, run `./start.sh`. On Windows, run `./start.ps1`. 4. Enter your banks, brokers, cash and dated holdings under Wealth. 5. Review Portfolio for positions priced from the market, with cost, gain and dividends, and Plans, homes and debts for loans. ### Prompt to paste into your agent ```text In the aurelio-finance repository, start the app on my own data for and list the Wealth and Portfolio entries it shows. Verify that the records are saved to backend/data.db on this machine. ``` ### Caveat The README says prices come from the market, so position values depend on the market data the app pulls when it runs. Risk, credentials: This use case holds real financial records, so keep backend/data.db and its automatic backup copies private on your computer. Disclaimer: Third-party repos we don't own or vouch for. AI-generated use cases can be wrong: review everything and run at your own risk. Full text: https://dedupedai.com/disclaimer/ URL: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/track-net-worth-on-own-computer/ ## How to get answers about your records from an AI advisor with Aurelio Finance Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Difficulty: Intermediate | Time: 30 minutes | Basis: From the README Chat with an AI advisor that answers from your own records, using your own OpenRouter key. **Who it is for:** A person who wants a plain-language answer about their own portfolio, cash flow or goals and is willing to pay for AI usage. **The problem:** Reading charts and tables does not answer questions like whether a goal is on track or what a purchase does to savings. **The outcome:** A chat that answers from your records, can search the web, and proposes each change as a card you confirm. ### Steps 1. Create an account at OpenRouter, add credit, and create a key. 2. Copy `backend/.env.example` to `backend/.env`. 3. Set OPENROUTER_API_KEY in `backend/.env` to your key. 4. Start the app with `./start.sh` on macOS or Linux, or `./start.ps1` on Windows. 5. Open Ask Aurelio and ask a question about your records, then confirm or reject any proposed change card. ### Prompt to paste into your agent ```text In the aurelio-finance repository, after setting OPENROUTER_API_KEY in backend/.env, ask the Ask Aurelio chat and report the answer. Verify that any proposed change appears as a card and that no change is saved before I confirm it. ``` ### Caveat The README reports measured costs, such as $0.11 to $0.12 for a first question that draws a card and $0.64 for a full analysis, so check your OpenRouter balance before long sessions. Risk, credentials: Your OpenRouter key is stored in backend/.env, so never commit that file or share it, and set a spending limit on the key if your provider offers one. Disclaimer: Third-party repos we don't own or vouch for. AI-generated use cases can be wrong: review everything and run at your own risk. Full text: https://dedupedai.com/disclaimer/ URL: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/ask-ai-advisor-about-own-records/ ## How to see what your funds really hold with look-through with Aurelio Finance Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Difficulty: Intermediate | Time: 30 minutes | Basis: From the README Break down fund holdings by country, sector, company and currency to find overlap. **Who it is for:** An investor who owns several ETFs or funds and suspects they hold the same large companies. **The problem:** Fund names hide their underlying holdings, so overlap and concentration are hard to see from a broker statement. **The outcome:** A look-through view of what your funds hold by country, sector, company and currency. ### Steps 1. Set up the app by installing Git, Node.js 22 or later, and uv. 2. Run `git clone https://github.com/LosaLosSantos/aurelio-finance.git` and then `cd aurelio-finance`. 3. Start the app with `./start.sh` on macOS or Linux, or `./start.ps1` on Windows. 4. Enter your fund positions under Portfolio. 5. Open Look-through and compare exposure by country, sector, company and currency. ### Prompt to paste into your agent ```text 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. ``` ### 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. Disclaimer: Third-party repos we don't own or vouch for. AI-generated use cases can be wrong: review everything and run at your own risk. Full text: https://dedupedai.com/disclaimer/ URL: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/see-hidden-overlap-in-funds/ ## How to run the test suites and dev servers after changes with Aurelio Finance Repo: [LosaLosSantos/aurelio-finance](https://github.com/LosaLosSantos/aurelio-finance) | Difficulty: Advanced | Time: 30 minutes | Basis: From the README Check backend and frontend tests and start hot reload servers while editing the code. **Who it is for:** A developer contributing to or modifying Aurelio who needs to confirm changes before committing. **The problem:** Changes to the backend or frontend can break behavior that is not obvious until tests are run. **The outcome:** Passing backend and frontend test results, plus a running development server with hot reload. ### Steps 1. Install Git, Node.js 22 or later, and uv, then clone the repository and `cd aurelio-finance`. 2. Run `uv run pytest` inside the `backend/` folder. 3. Run `npm test` inside the `frontend/` folder. 4. For hot reload, run `uv run uvicorn app.main:app --port 8000` in `backend/`. 5. In a second terminal, run `npm run dev` in `frontend/`. ### Prompt to paste into your agent ```text In the aurelio-finance repository, run `uv run pytest` in backend/ and `npm test` in frontend/ on and report the pass and fail counts for each. Verify that both commands exit with success before reporting the branch as ready. ``` ### Caveat The README names Node.js 22 or later and uv as prerequisites, so older Node versions may fail before the tests run. Disclaimer: Third-party repos we don't own or vouch for. AI-generated use cases can be wrong: review everything and run at your own risk. Full text: https://dedupedai.com/disclaimer/ URL: https://dedupedai.com/use-cases/losalossantos-aurelio-finance/run-tests-and-dev-servers/