What is Principal?
Principal is an innovative financial management platform that provides users with a unified view of their entire financial portfolio. The platform seamlessly integrates with over 11,000 banks and brokerages, allowing users to track their assets, investments, and debts in real-time through a beautifully designed dashboard.
The platform offers advanced features including multi-currency support across 13 currencies, real-time property value tracking through Zestimate integration, and AI-powered portfolio updates. Principal emphasizes security and convenience while delivering crystal-clear insights to help users make informed financial decisions.
Features
- Account Integration: Connect with 11,000+ financial institutions
- Multi-Currency Support: Manage money in 13 different currencies
- Real Estate Tracking: Monitor property values using Zestimate
- Portfolio Analysis: AI-powered financial updates and insights
- Manual Account Management: Add accounts not available through automatic linking
- Transaction Management: History tracking, filtering, and search capabilities
- Retirement Planning: Projection tools for retirement planning
- Asset Overview: Comprehensive summaries of assets and liabilities
Use Cases
- Personal wealth tracking
- Investment portfolio management
- Real estate value monitoring
- Multi-currency financial management
- Retirement planning
- Debt tracking and management
- Financial decision making
FAQs
-
Is Principal available on mobile devices or desktop only?
Principal is available on both mobile devices and desktop platforms, allowing users to access their financial information from anywhere.
Related Queries
Helpful for people in the following professions
Principal Uptime Monitor
Average Uptime
99.93%
Average Response Time
211.1 ms
Featured Tools
Join Our Newsletter
Stay updated with the latest AI tools, news, and offers by subscribing to our weekly newsletter.
