Principal — Your AI wealth platform

Principal

3 | 72 | 0
Type:
Website
Last Updated:
2025/07/08
Description:
See all your accounts in one place, track investments, and get personalized insights to grow your wealth.
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Tool Overview

Principal is an AI-powered financial platform that allows users to consolidate all their financial accounts in one place. With Principal, users can track their net worth, monitor investments, and receive personalized insights to make informed financial decisions. The platform supports over 11,000 banks and brokerages through its trusted partner Plaid, enabling seamless connection and data import. Additionally, Principal offers features like multi-currency support, real-time property valuation, and AI-powered financial updates. Users can manually add accounts, link mortgages to properties, and manage their finances in 13 different currencies. Principal provides a 7-day free trial and is available for $24.99/month or $249.99/year with a 20% discount.

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