Principal

Principal — Your AI wealth platform is a fintech product that consolidates all your finances in one place. It connects over 11,000 banks and brokerages to automatically import transaction data, provides AI-powered portfolio updates, and offers tools to monitor net worth, manage accounts, and gain insights for informed financial decisions.

Key Features

• Securely connect over 11,000 banks, brokerages, and financial institutions to automatically import transactions
• Manual add: include cash accounts, investments, loans, credit cards, and real estate for full visibility
• Link mortgages to properties to gain insights into equity positions and payments
• Multi-currency support across 13 currencies (e.g., USD, EUR, CAD, GBP, etc.)
• Real-time home valuation and property insights (uses Zestimate) to inform real estate decisions
• Unified dashboard showing accounts, investments, and financial goals
• AI-powered financial updates delivered to your inbox
• 7-day free trial to try the platform
• Pricing: $24.99/month or $249.99/year (20% off)
• FAQ and support resources available for data protection, mobile/desktop access, and data deletion requests

How to Use Principal

1. Get started and create your account.
2. Connect accounts securely (11,000+ institutions) with Plaid to import transactions automatically.
3. Add accounts manually if your institution isn’t listed to achieve full visibility.
4. Link properties and mortgages to monitor equity and payments.
5. Review AI-powered insights and stay on top of your financial health with real-time updates.

How It Works

• Connect your financial institutions to pull in data securely.
• Aggregate accounts, investments, loans, and real estate into a single, beautifully designed dashboard.
• Use AI updates to monitor portfolio health, spending, and net worth, with insights delivered via email.

Safety and Data Privacy

• The platform emphasizes secure connections and data stewardship. (Details on data storage and privacy policies are available in the provided FAQs and Terms of Service.)

Core Features

• Secure account aggregation with 11,000+ institutions via Plaid
• Auto-import of transactions and manual addition of missing accounts
• Multi-currency finance management across 13 currencies
• Real-time home valuation and property equity insights
• Comprehensive dashboard for accounts, investments, goals, and real estate
• AI-powered portfolio updates and insights via email
• 7-day free trial available
• Transparent pricing: $24.99/month or $249.99/year (20% off)
• Mobile and desktop access with data privacy considerations