Financial Agent is a Python-based AI agent designed to automate financial analysis tasks. It ingests raw transaction data, categorizes spending, applies machine learning models to forecast future budgets, and suggests personalized investment strategies. Users can generate detailed financial reports, visualize trends, and export results. By leveraging AI, it delivers actionable insights for both personal and small business finance management, reducing manual work and improving decision quality.

Principal brings together your entire financial landscape into one cohesive platform. It provides real-time tracking of your accounts, investments, and expenses, all while offering AI-driven insights tailored to your financial goals. With features like transaction categorization and data analysis, Principal simplifies complex financial decisions, ensuring you stay on top of your wealth management.