Fintech Product of the Week on ProductHunt 🎉
Your complete financial
picture in one app.
See all your bank accounts, investments, and debts in one place.
Track your money, plan your future, and make smarter financial decisions.
$14m in assets currently being tracked on Principal.
Scroll to features
UNLOCK POTENTIAL
Meet Principal.
See all your accounts, investments, and goals in one
beautifully designed dashboard.
SAVE TIME
We've got
you covered
See how easy it is to consolidate all your accounts and gain
crystal-clear insights into your wealth.
Connect Everything
Link 11,000+ banks and brokerages in seconds using our trusted partner, Plaid.
Financial Pulse
AI-powered updates on your entire portfolio, delivered to your inbox.
UNLOCK POTENTIAL
Why Principal?
Discover how our platform can help you achieve peace of mind.
Connect your accounts
Securely connect over 11,000 banks, brokerages, and other financial institutions to automatically import your transaction data.
Add accounts manually
Don't see your financial institution listed? No problem. Manually add your cash accounts, investments, loans, credit cards, and real estate to get full visibility.
Multi-currency support
Manage your money in 13 different currencies, including USD, EUR, CAD, GBP, and more. Stay on top of your financial health no matter where you are.
Home valuation
Monitor the real-time estimated value of your properties using Zestimate, so you can make informed decisions about your real estate holdings.
FAQs
Is Principal available on mobile devices or desktop only?
How does Principal protect my data?
Where is my data stored?
How can I request changes to my data or delete my account?
Does Principal share my data with third parties?
Did not find the answer you're looking for?
Contact concierge@withprincipal.com
Fintech Product of the Week on ProductHunt
See all your bank accounts, investments, and debts in one place. Track your money, plan your future, and make smarter financial decisions.
$14m in assets currently being tracked on Principal.
UNLOCK POTENTIAL
Experience your money like never before
Discover how our platform can help you achieve peace of mind. Discover how our platform can help you.
UNLOCK POTENTIAL
Why Principal?
Discover how our platform can help you achieve peace of mind.
Connect your accounts
Securely connect over 11,000 banks, brokerages, and other financial institutions to automatically import your transaction data.
Add accounts manually
Don't see your financial institution listed? No problem. Manually add your cash accounts, investments, loans, credit cards, and real estate to get full visibility.
Multi-currency support
Manage your money in 13 different currencies, including USD, EUR, CAD, GBP, and more. Stay on top of your financial health no matter where you are.
Home valuation
Monitor the real-time estimated value of your properties using Zestimate, so you can make informed decisions about your real estate holdings.
FAQs
Is Principal available on mobile devices or desktop only?
How does Principal protect my data?
Where is my data stored?
How can I request changes to my data or delete my account?
Does Principal share my data with third parties?
Did not find the answer you're looking for?
Contact concierge@withprincipal.com
FAQs
Is Principal available on mobile devices or desktop only?
How does Principal protect my data?
Where is my data stored?
How can I request changes to my data or delete my account?
Does Principal share my data with third parties?
Did not find the answer you're looking for?
Contact concierge@withprincipal.com
Pricing
Monthly
Yearly (Save 17%)
Principal
$9.99
/ mo
Real-time wealth tracking
Connect up to 10 financial institutions
Assets and liabilities summaries
Historical balance tracking
Investment portfolio
Transaction history, filtering and search
Real-estate realtime value tracking
Retirement projections
AI-powered risk analysis (coming soon)
Fintech Product of the Week on ProductHunt
Get started
Get started
$14m in assets currently being tracked on Principal.
UNLOCK POTENTIAL
Experience your money like
never before
Get a clear, accurate view of your finances. Principal compiles and analyzes your data to help you make informed decisions.
SAVE TIME
We've got
you covered
See how easy it is to consolidate all your accounts
and gain crystal-clear insights into your wealth.
Connect Everything
Link 11,000+ banks and brokerages in seconds using our trusted partner, Plaid.
Financial Pulse
AI-powered updates on your entire portfolio, delivered to your inbox.
Connect Everything
Link 11,000+ banks and brokerages in seconds using our trusted partner, Plaid.
Financial Pulse
AI-powered updates on your entire portfolio, delivered to your inbox.
UNLOCK POTENTIAL
Why Principal?
Discover how our platform can help you achieve peace of mind.
Connect your accounts
Securely connect over 11,000 banks, brokerages, and other financial institutions to automatically import your transaction data.
Add accounts manually
Don't see your financial institution listed? No problem. Manually add your cash accounts, investments, loans, credit cards, and real estate to get full visibility.
Multi-currency support
Manage your money in 13 different currencies, including USD, EUR, CAD, GBP, and more. Stay on top of your financial health no matter where you are.
Home valuation
Monitor the real-time estimated value of your properties using Zestimate, so you can make informed decisions about your real estate holdings.
Try it out with our
7-Day free trial.
$9.99/mo or $99.99/yr (20% off) after.
Get started
FAQs
Is Principal available on mobile devices or desktop only?
How does Principal protect my data?
Where is my data stored?
How can I request changes to my data or delete my account?
Does Principal share my data with third parties?
Did not find the answer you're looking for?
Contact concierge@withprincipal.com
FAQs
Is Principal available on mobile devices or desktop only?
How does Principal protect my data?
Where is my data stored?
How can I request changes to my data or delete my account?
Does Principal share my data with third parties?
Did not find the answer you're looking for?
Contact concierge@withprincipal.com