Principal

Your financial big picture

88 followers

Your financial big picture

88 followers

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Financial planning

Principal centralizes your finances into a single platform, allowing you to focus what truly matters.

Free Options

Launch tags:Fintech•Artificial Intelligence•Money

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Principal

Maker

📌

I’m Kareem, solo founder of Principal: withprincipal.com Principal is an AI-powered wealth platform that centralizes your finances, giving you full control over your money in one place. With Principal, you can track your accounts, investments, loans, and more—all with personalized AI-driven insights to help you make smarter financial decisions. Managing multiple accounts, spreadsheets and staying on top of your financial health SUCKS, and I personally felt the same frustration. That's why I built Principal—to simplify wealth management and make it accessible for everyone. Here’s what makes Principal a game-changer: 📊 **Unified Dashboard**: See all your accounts—from banks, investment portfolios, and loans—in one comprehensive view, so you always know where you stand. 📈 **Investment Tracking**: Monitor the performance of your investment portfolios, track growth, and get insights on how to improve returns. 💳 **Centralized Transactions with Powerful Filters**: Manage all your transactions in one place for a clear view of your spending habits. Utilize advanced filtering options to analyze these transactions, identify trends, and make more informed financial decisions. ⚖️ **AI-powered Key Factor Risk Analysis**: Evaluate the risks associated with your investments and financial decisions with comprehensive risk analysis tools. 🌴 **Retirement Planning**: Plan for your future with dedicated retirement planning features that help you set and achieve your retirement goals. 🔒 **Secure and Private**: Your financial data is fully encrypted and never shared without your permission, ensuring your privacy and security are always protected. I’m thrilled to share Principal with you all, and I’m confident it will change the way you manage your finances. Try it out and let me know your thoughts! app.withprincipal.com

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2yr ago

Super cool tool. My finances are definitely all over the place so this is super helpful. I'm curious to know how the retirement planning works exactly?

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2yr ago

Principal

Maker

Hey @malak_abdelghaffar! Principal automatically uses your connected accounts to calculate your retirement position based on your preferences. It then makes recommendations based on your situation if needed.

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2yr ago

@kareemarab nice!

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2yr ago

MUI for VS Code

This is super impressive as a solo founder! Love the UI, especially the command center and retirement planning page. Looking forward to what you'll do with the categories feature to make it a bit more competitive with existing budgeting/personal finance tools. I'd definitely like to see some visual customization to make those more quickly distinguishable. Also, is there a reason the Principal Plus plan is limited to 4 financial institutions?

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2yr ago

Principal

Maker

@ayaangill Hey Ayaan, thanks so much for checking Principal out! My focus is to keep Principal accessible and affordable which unfortunately means I have to keep some features limited to avoid charging really high prices like on other platforms. Hope this helps!

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2yr ago

Really like the UI . Definitely is a hassle to track investments and accounts all over the place. Hope this works out, good job!

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2yr ago

Hi @kareemarab , This is a wonderful platform. Congratulations on the successful development. I read some comments and have the same concern about security. How does the platform access my accounts and how can I trust the use of my credentials and data through this account. Also, if it supports only few institutions then I end up with the same problem where I have to check unsupported institutions account separately for e.g. offshore accounts or small discount broker accounts etc.

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2yr ago

Not Diamond

Love this—such a nicer UI than the hopscotch of interfaces I have to navigate across all my financial accounts. Incredible work!

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2yr ago

Mailfox

Hey @kareemarab, this looks really promising. I love tools that visualise asset growth and help you analyse the status quo while making planning more fun. How is the date entered? Are you planning to add API integrations for various broker, bank and crypto platforms? Congratulations on the launch 🚀

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2yr ago

Principal

Maker

@crebuh Hi Christofer, thanks so much! Principal currently uses Plaid to connect your bank accounts. I'm working to add more integrations as well as manual data entry soon!

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2yr ago

Mailfox

@kareemarab ah ok I see never heard of Plaid, I guess the EU is way behind with financial apis for fetching data from banks etc. 🙈

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2yr ago

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