Principal Your complete financial picture in one app

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.