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Principal

★4
💬80
💲Paid

Principal is an AI-driven wealth management tool that helps users track investments, aggregate financial accounts, and receive personalized insights to grow their wealth. It supports connecting over 11,000 financial institutions and provides multi-currency support for global users.

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Platform
web
AI financeAccount aggregationFinancial dashboardFintechInvestment trackingPersonal financeWealth management

What is Principal?

Principal is an AI wealth platform designed to help users see all their money in one place, track investments, and get personalized insights to grow their wealth. It allows users to connect all their accounts, monitor their net worth, and make informed financial decisions. Principal supports linking over 11,000 banks and brokerages, offers AI-powered financial updates, and provides multi-currency support.

Core Technologies

  • AI Chatbot
  • Natural Language Processing
  • Data Integration

Key Capabilities

  • Account aggregation
  • Investment tracking
  • Personalized financial insights
  • AI-powered updates
  • Multi-currency support
  • Home valuation

Use Cases

  • Consolidating all financial accounts into one dashboard
  • Monitoring net worth and investment performance
  • Receiving AI-driven updates on portfolio health
  • Managing finances in multiple currencies
  • Tracking real estate equity and payments

Core Benefits

  • Comprehensive view of all financial accounts
  • AI-driven insights for better financial decisions
  • Support for a wide range of financial institutions
  • Multi-currency support
  • Home valuation feature

Key Features

  • Account aggregation
  • Investment tracking
  • Personalized financial insights
  • AI-powered updates
  • Multi-currency support
  • Home valuation

How to Use

  1. 1
    Connect your financial accounts to Principal
  2. 2
    Import transaction data automatically
  3. 3
    Access a financial dashboard with insights
  4. 4
    Use AI-powered tools for financial decisions
  5. 5
    Monitor your net worth and investments

Pricing Plans

Monthly

$24.99/mo

Annual

$249.99/yr (20% off)

Frequently Asked Questions

Q.Is Principal available on mobile devices or desktop only?

A.The provided content does not specify whether Principal is available on mobile devices, desktop, or both.

Q.How does Principal protect my data?

A.The provided content does not detail the specific measures Principal takes to protect user data.

Q.Where is my data stored?

A.The provided content does not specify where user data is stored.

Q.How can I request changes to my data or delete my account?

A.The provided content does not provide instructions on how to request changes to data or delete an account.

Q.Does Principal share my data with third parties?

A.The provided content does not state whether Principal shares user data with third parties.

Pros & Cons (Reserved)

✓ Pros

  • Comprehensive view of all financial accounts
  • AI-driven insights for better financial decisions
  • Support for a wide range of financial institutions
  • Multi-currency support
  • Home valuation feature

✗ Cons

  • Subscription fee required after the free trial
  • Reliance on Plaid for connecting accounts
  • Data security concerns when linking financial accounts

Alternatives

No alternatives found.