Principal
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About
Principal is an AI-powered wealth platform that centralizes all your financial accounts, investments, and debts in one place, allowing users to make informed financial decisions effortlessly. It provides clear, AI-driven insights into users' financial situations, enabling them to confidently manage their wealth according to their goals. With strong security measures, Principal protects users' data while offering features like real-time tracking of wealth, asset and liability summaries, and advanced options for those looking to enhance their financial insights.
Platform
Features
• ai-powered insights
• secure data protection
• data-driven financial analysis
Pricing Plans
Free
Free Plan• Real-time wealth tracking
• Connect up to 5 financial institutions
• Assets and liabilities summaries
• Historical balance tracking
• Powerful transaction filtering and search
• Transaction categorization
Principal Plus
$9.99 / per month• All Free features
• Connect up to 10 financial institutions
• Financial Risk Assessment
• Retirement Planning
• Daily on-demand transaction resync
• Early access to new features and updates
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