LosaLosSantos/aurelio-finance

选用指南

AI 根据 README 整理 · 2026/10/16 20:21:36

适用场景

适合管理个人净资产、投资组合、现金流和财务目标，并可通过AI对话获得个性化建议。

查看 README 依据

The first start installs what it needs inside the folder and opens <http://localhost:8000> on an invented household, kept in a file of its own. Start without the flag to use your own data. ## Run it on your own data ```bash ./start.sh # macOS and Linux ``` ```powershell ./start.ps1 # Windows ``` Your records live in `backend/data.db`. Before an update changes its format, the app saves a copy next to it. ## What it does - **Wealth**: your banks and brokers, their cash, and dated situations of what you hold.

- **Portfolio**: every position priced from the market, with its cost, gain and dividends. - **Look-through**: what your funds really hold, by country, sector, company and currency. - **Plans, homes and debts**: recurring investments, real assets and the loans that finance them. - **Cash flow and goals**: income, expenses, savings rate, and the return each goal needs. - **Ask Aurelio**: a chat that answers from your own records, can search the web, and proposes every change as a card you confirm. - **The analysis**: an analyst and a confidant who knows you argue over your

使用方式

通过启动脚本在本地运行，打开浏览器访问 localhost:8000 使用。

查看 README 依据

You need [Git](https://git-scm.com), [Node.js](https://nodejs.org) 22 or later and [uv](https://docs.astral.sh/uv/getting-started/installation/). Then: ```bash git clone https://github.com/LosaLosSantos/aurelio-finance.git cd aurelio-finance ./start.sh --demo # macOS and Linux ``` ```powershell git clone https://github.com/LosaLosSantos/aurelio-finance.git cd aurelio-finance ./start.ps1 -Demo # Windows, in PowerShell ``` If PowerShell says that running scripts is disabled, use `powershell -ExecutionPolicy Bypass -File .\start.ps1 -Demo`.

The first start installs what it needs inside the folder and opens <http://localhost:8000> on an invented household, kept in a file of its own. Start without the flag to use your own data. ## Run it on your own data ```bash ./start.sh # macOS and Linux ``` ```powershell ./start.ps1 # Windows ``` Your records live in `backend/data.db`. Before an update changes its format, the app saves a copy next to it. ## What it does - **Wealth**: your banks and brokers, their cash, and dated situations of what you hold.

部署要求

需要 Git、Node.js 22 或更高版本和 uv；AI 功能需自备 OpenRouter API 密钥。

查看 README 依据

You need [Git](https://git-scm.com), [Node.js](https://nodejs.org) 22 or later and [uv](https://docs.astral.sh/uv/getting-started/installation/). Then: ```bash git clone https://github.com/LosaLosSantos/aurelio-finance.git cd aurelio-finance ./start.sh --demo # macOS and Linux ``` ```powershell git clone https://github.com/LosaLosSantos/aurelio-finance.git cd aurelio-finance ./start.ps1 -Demo # Windows, in PowerShell ``` If PowerShell says that running scripts is disabled, use `powershell -ExecutionPolicy Bypass -File .\start.ps1 -Demo`.

[accumulating vs distributing ETFs](https://github.com/LosaLosSantos/aurelio-finance/wiki/accumulating-vs-distributing-etf), [how many months of emergency fund](https://github.com/LosaLosSantos/aurelio-finance/wiki/how-many-months-of-emergency-fund-do-you-need) and [what an AI financial advisor costs](https://github.com/LosaLosSantos/aurelio-finance/wiki/how-much-does-an-ai-financial-advisor-cost). ## The AI part 1. Create an account at <https://openrouter.ai>, add credit, and create a key at <https://openrouter.ai/keys>.

2. Copy `backend/.env.example` to `backend/.env` and set `OPENROUTER_API_KEY`. The default model is Claude Opus 5.5 ($4 per million input tokens, $20 per million output tokens); you can pick another in the chat. What it cost, measured in October 2026 (the chat's rows on 11 and 12 October, an analysis on 12 October, a web search on 9 October, on a test database): | | cost | |---|---| | A first question that drew a card, answered in one round | $0.11 to $0.12 | | A follow-up, answered in one round | $0.021 | | A follow-up that drew a card, answered in one round | $0.012 to $0.022 |

已知限制

AI功能依赖OpenRouter服务，需自行承担API费用；默认模型为Claude Opus 5.5，成本较高。

查看 README 依据

[accumulating vs distributing ETFs](https://github.com/LosaLosSantos/aurelio-finance/wiki/accumulating-vs-distributing-etf), [how many months of emergency fund](https://github.com/LosaLosSantos/aurelio-finance/wiki/how-many-months-of-emergency-fund-do-you-need) and [what an AI financial advisor costs](https://github.com/LosaLosSantos/aurelio-finance/wiki/how-much-does-an-ai-financial-advisor-cost). ## The AI part 1. Create an account at <https://openrouter.ai>, add credit, and create a key at <https://openrouter.ai/keys>.

2. Copy `backend/.env.example` to `backend/.env` and set `OPENROUTER_API_KEY`. The default model is Claude Opus 5.5 ($4 per million input tokens, $20 per million output tokens); you can pick another in the chat. What it cost, measured in October 2026 (the chat's rows on 11 and 12 October, an analysis on 12 October, a web search on 9 October, on a test database): | | cost | |---|---| | A first question that drew a card, answered in one round | $0.11 to $0.12 | | A follow-up, answered in one round | $0.021 | | A follow-up that drew a card, answered in one round | $0.012 to $0.022 |