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How to track net worth and holdings on your own computer with Aurelio Finance

Keep banks, brokers, cash, holdings and debts in one local app that stays on your machine.

  • Money
  • Intermediate
  • 45 minutes
  • From the README
  • Any agent

Credentials. This use case holds real financial records, so keep backend/data.db and its automatic backup copies private on your computer.

Who it is forA household finance organizer who wants a private record of net worth and investments without sending data to a hosted service.

The problemNet worth, positions and debts are spread across bank and broker sites, and no single view shows the whole picture.

The outcomeA local dashboard covering wealth, portfolio positions with cost and gain, and debts, with records stored on your machine.

What you need first

  • 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

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 for your agent

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.

Caveat. The README says prices come from the market, so position values depend on the market data the app pulls when it runs.

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