AI Briefingaurelio-finance: An AI Asset Management Assistant That Runs on Your PC
LosaLosSantos/aurelio-finance
About the project
This is a self-hosted financial application that manages personal assets and portfolios directly on a local server. It consolidates bank accounts, securities holdings, real estate, and debt status in one place to track net worth and cash flow. All data is stored only as files on the user's computer, fundamentally eliminating the risk of external data leaks.
By integrating an OpenRouter API key, the built-in AI advisor provides advice based on real-time market data and personal records. It features look-through analysis of country and sector composition within funds, along with an interactive interface where users can directly review and approve changes proposed by the AI.
Designed with a lightweight architecture based on FastAPI and React, it can be easily deployed without complex cloud infrastructure. Adopting the MIT license allows for free modification and extension, and the use of demo data lowers the barrier to entry, enabling users to experience the features immediately.
LosaLosSantos/aurelio-finance
Open-source personal finance app with an AI financial advisor: track your net worth, investments, ETFs, cash and debts on your own computer.
Python
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