Principal Introduction

Principal works by connecting to users' financial institutions, aggregating data from various accounts to provide a unified view of their finances. The platform uses AI to analyze this data, offering data-driven insights and personalized recommendations tailored to each user's financial goals. Users can track real-time wealth, view assets and liabilities summaries, and utilize powerful transaction filtering and categorization tools. The free tier allows connection to one financial institution, while the Principal Plus tier enables connection to up to four institutions and provides additional features like Financial Risk Assessment and early access to new features.