Principal
AI-powered wealth management platform for tracking investments, monitoring net worth, and gaining personalized financial insights.
About Principal
Principal is an advanced AI-driven wealth management platform that consolidates all your financial accounts into a single view. It enables you to track investments, monitor net worth, and receive personalized insights to grow your wealth. Compatible with over 11,000 banks and brokerages, it offers real-time updates, multi-currency support, and AI-powered financial analysis for smarter decision-making.
How to Use
Connect your various financial accounts—including banks, brokerages, mortgages, and credit cards—to Principal. The platform automatically imports transaction data, provides a comprehensive dashboard, and utilizes AI insights to help you make informed financial decisions.
Features
- Comprehensive investment tracking
- Real estate valuation tools
- Customized financial insights
- Secure account aggregation
- AI-driven updates and analytics
- Supports multiple currencies
Use Cases
- Managing multi-currency investments
- Tracking net worth and portfolio performance
- Consolidating diverse financial accounts
- Receiving AI-driven portfolio health alerts
- Monitoring real estate equity and mortgage payments
Best For
Pros
- Supports thousands of financial institutions
- Unified view of all financial accounts
- Multi-currency management
- AI-powered insights for smarter decisions
- Includes real estate valuation tools
Cons
- Potential security concerns when linking accounts
- Subscription required after free trial
- Dependent on Plaid for account connectivity
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
Annual plan
Annual subscription offering savings on yearly fees.
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