Principal

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AI wealth platform tracking investments; generic, no traction.

Listed on

2 directories

Rating

5.0/5

Core features

✦Account aggregation
✦Investment tracking
✦Personalized financial insights
✦AI-powered updates
✦Multi-currency support
✦Home valuation

Use cases

→Consolidating all financial accounts into one dashboard
→Monitoring net worth and investment performance
→Receiving AI-driven updates on portfolio health
→Managing finances in multiple currencies
→Tracking real estate equity and payments

Pricing

Monthly: $24.99/mo
Annual: $249.99/yr (20% off)

Ai For Finance Ai Investing Ai Assistant Ai Real Estate

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