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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
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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.
