Aurelio: a local, self-custodial AI wealth manager that collects bank deposits, broker positions, real estate and liabilities into a net asset statementAurelio：本地自托管的 AI 理财管家，把银行存款、券商持仓、房产与负债收进一张净资产表

Most people's assets are scattered in bank cards, brokers, fund platforms, real estate, and all kinds of bills. If you want to calculate the real net assets at once, you need to open multiple apps manually, and the calculation is still one-time.

The problem with third-party billing apps is the opposite: save yourself the hassle, but hand over your most sensitive account data to a server you don't control.

Aurelio's trade-off is "self-hosted for privacy": the service runs on your own computer or NAS, the database is yours, and the AI calls the API Key you configured yourself.

It aligns “tracking” and “decision making” - seeing the composition of assets and monthly balances, and then allowing the model to give allocation suggestions based on real numbers, rather than air-to-air chats.

Multidimensional asset tracking: bank accounts, broker positions, funds, real estate, liabilities, converted into a net asset curve.

Cash flow perspective: Tracks the actual monthly balance of income and expenses and uses it as a basic input for subsequent planning.

AI financial advisor: Access the big model through OpenRouter, ask questions in a conversation, such as "how to allocate 1235 euros more per month", it will give you a split plan for confirmation or rejection.

Visual animated reports: Information such as the composition of net assets and the distribution of countries in the fund are presented in animated form, and the numbers are faster than the tables.

Fully self-hosted: Officially provides Docker deployment, services and data are native, and there is no forced account and cloud dependency.

The following is the complete source code package of the main branch. The README gives two installation paths, self-hosted and Docker.

Prepare a normally open machine (native, NAS, or small host), configure the database and runtime environment according to the documentation, and start the service.

The AI Advisor function requires you to prepare an OpenRouter API Key yourself, which you can fill in in the settings to enable; you can only use it as a pure bookkeeping board without AI.

When it comes to real accounts, it is recommended to use a desensitization data flow first, confirm the backup strategy, and then enter the real assets; the cost of self-custody is that you are also responsible for the backup.

This site organizes resources from the GitHub open source repository LosaLosSantos/aurelio-finance (mit license), for learning and technical exchanges only. The asset allocation suggestions given by AI do not constitute investment opinions, so please judge the risks by yourself. Self-hosting means that you have the responsibility for data security. Please do a good job of database backup and access control. The contents of this article are compiled from public information, and the specific functions are subject to the official description of the project.