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개인재무관리

  • Your AI-driven wealth platform for effective financial management.
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    What is Principal?
    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.
    Principal Core Features
    • Real-time wealth tracking
    • Personalized financial insights
    • Transaction categorization
    • Data-driven financial analysis
    • Bank-grade security
    Principal Pro & Cons

    The Cons

    No information available on open-source availability.
    No dedicated mobile app information or links provided on the website.
    Some users may prefer more personalized financial advice or agent-based interaction which is not explicitly offered.

    The Pros

    Consolidates multiple financial accounts and institutions in one dashboard.
    Supports connection to over 11,000 banks and brokerages via Plaid integration.
    Allows manual addition of accounts for full visibility of finances.
    Supports multi-currency management in 13 different currencies.
    Provides AI-powered financial updates directly to the user's inbox.
    Includes real-time home valuation with Zestimate integration.
    Offers a 7-day free trial for new users.
    Principal Pricing
    Has free planNo
    Free trial details7-day free trial
    Pricing modelFree Trial
    Is credit card requiredNo
    Has lifetime planNo
    Billing frequencyMonthly

    Details of Pricing Plan

    Monthly

    24.99 USD

    Annual

    249.99 USD
    Discount:20% off annual subscription
    For the latest prices, please visit: https://www.withprincipal.com
  • Effortless financial management powered by AI.
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    What is Parsa?
    Parsa is an AI-driven financial management platform that automates transaction sorting, budgeting, and financial analysis, tailored for users seeking to simplify their personal finance management. By leveraging sophisticated algorithms, Parsa not only categorizes expenses but also generates reports that highlight spending patterns and financial trends. Users can link their bank accounts securely for real-time updates and insights. The platform aims to take the hassle out of financial management, freeing users from manual entry and complex spreadsheets.
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