PrincipalYour AI-powered wealth platform

Principal — Your AI Wealth Platform

Make Money Your Superpower

Key Features

• Data-driven: Get a clear, accurate view of your finances. Principal compiles and analyzes your data to help you make informed decisions.
• AI-powered: Harness AI for smarter financial insights. Principal provides personalized recommendations tailored to your goals.
• Secure: Your data is protected with bank-grade security. Principal ensures your information is safe and secure, giving you peace of mind.

Use Cases

• Real-time Wealth Tracking: Connect to one or multiple financial institutions to get a comprehensive view of your assets and liabilities.
• Financial Risk Assessment: Understand your financial risks and make informed decisions to mitigate them.
• Retirement Planning: Plan for your future with personalized retirement insights and recommendations.
• Transaction Management: Filter, search, and categorize transactions to keep track of your spending and saving habits.

Pricing

Free

• Price: $0/forever
• Features:
  • Real-time wealth tracking
  • Connect to one financial institution
  • Assets and liabilities summaries
  • Historical balance tracking
  • Powerful transaction filtering and search
  • Transaction categorization

Principal Plus

• Price: $9.99/month
• Features:
  • All Free features, plus:
  • Connect up to 4 financial institutions
  • Financial Risk Assessment
  • Retirement Planning
  • Daily on-demand transaction resync
  • Early access to new features and updates

Teams

Principal is developed by Principal Financial Technologies, Inc., a team dedicated to empowering individuals to make informed financial decisions through AI-driven insights and secure data management.