Aurelio

Aurelio is an open-source personal finance and wealth management application that helps users understand and organize their financial lives. It runs locally on Windows, macOS, and Linux, keeping financial records on the user's computer. The platform tracks bank accounts, investments, ETFs, cash holdings, debts, and real estate assets. It calculates net worth, portfolio performance, dividends, and investment exposure across countries, sectors, and currencies. Users can analyze income, expenses, savings rates, and long-term financial goals. An optional AI financial advisor answers questions using personal financial data and proposes changes for user approval. Aurelio also offers portfolio analysis through multiple AI perspectives to support better-informed financial decisions.