Principal
Consolidate financial accounts with AI-driven wealth insights
Target Audience
- Individual investors
- Global professionals
- Real estate owners
- Financial planners
Hashtags
Overview
Principal brings all your bank accounts, investments, and financial goals into one dashboard. It automatically tracks your net worth and uses AI to provide personalized insights about your portfolio. Designed for anyone who wants to make smarter money decisions without spreadsheet headaches.
Key Features
Universal Account Linking
Connect 11,000+ banks/brokerages through Plaid integration
AI Financial Pulse
Automated portfolio analysis delivered to your inbox
Multi-Currency Support
Manage finances across 13 currencies including USD/EUR/GBP
Real Estate Tracking
Link properties to mortgages with Zestimate valuations
Manual Accounts
Add unlisted institutions for complete financial picture
Use Cases
Track net worth across accounts
Monitor investment portfolios
Manage real estate equity
Handle multi-currency finances
Pros & Cons
Pros
- Comprehensive financial aggregation
- AI-powered portfolio insights
- Real-time property valuations
- Flexible manual entry options
Cons
- Subscription cost may deter casual users
- Limited free features beyond trial
Pricing Plans
Monthly
monthlyFeatures
- Unlimited account connections
- AI financial reports
- Multi-currency support
Yearly
yearlyFeatures
- All monthly features
- 20% discount
- Priority support
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
Is Principal available on mobile devices?
Website only mentions web access through browsers
How does Principal protect my data?
Uses Plaid for bank connections, but specific security measures not detailed
Can I delete my account?
Contact [email protected] for account changes/deletions
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