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1 app AI Advisor
Aurelio Finance screenshot thumbnail

Aurelio Finance

Your net worth is scattered across banks, brokers, a pension, and a mortgage, and no single screen shows all of it at once. Aurelio Finance gathers those pieces on your own server: record each institution's cash and holdings as dated situations, then let later transactions roll them forward so today's balance always traces back to a photograph of what you held and the events after it. Every position is priced from the market with its cost basis, gain, and dividends, while the look through view opens your ETFs and funds to show real exposure by country, sector, company, and currency, so overlapping funds stop hiding concentration. Recurring investment plans, homes and other real assets, and the loans against them sit beside income, expenses, and your savings rate, and each financial goal shows the return it needs to be reached. When you want a second opinion, Ask Aurelio reads your own records, can search the web, and proposes changes as cards you confirm or reject, never silently editing your data. Its analysis mode goes further, letting an analyst and a confidant argue over your portfolio before a synthesis tells you what to look at first, and surviving ideas land on a watchlist that your totals never count. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

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