Principal

AI-powered wealth management platform for tracking investments, monitoring net worth, and gaining personalized financial insights.

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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

HomeownersIndividual investorsFinancial advisorsWealth managersPersonal finance enthusiasts

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 for your needs. All plans include 24/7 support and regular updates.

Monthly plan

$24.99 per month

Monthly subscription for full platform access.

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Annual plan

$249.99 per year (20% discount)

Annual subscription offering savings on yearly fees.

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Frequently Asked Questions

Find answers to common questions about Principal

Is Principal available on mobile devices and desktop?

Principal is accessible via both mobile apps and desktop platforms for convenience.

How does Principal ensure my data is secure?

Principal uses industry-standard security measures to protect user data and privacy.

Where is my financial data stored?

Your data is securely stored on encrypted servers, adhering to privacy regulations.

How can I update or delete my data?

You can request data updates or account deletion through the platform's support channels.

Does Principal share my information with third parties?

Principal's privacy policy details how user data is handled and whether it is shared.