Show HN: Principal – Modern Wealth Tracking (withprincipal.com)

1 points by kareemarab 2y ago ↗ HN

Hey guys, I'm the solo founder of Principal, a wealth tracking app that centralizes your finances across multiple financial institutions and provides wealth insights, transactions search/filtering, & more—totally free of charge.

If this sounds useful to you, you can get started today and get set up in less than 5 minutes: https://app.withprincipal.com/signup

I ship out bug fixes/features nearly daily, so if you have any requests don't hesitate to reach out to me at support@withprincipal.com or through the chat widget on the dashboard and I'll try my best to make it happen!

ofc open to all feedback

1 comment

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Bostonian 2y ago ↗

Fidelity (and I assume other brokers) lets you import data for your accounts at other brokers. May I ask what will be the value-add of Principal?

In analyzing my own portfolio, a feature I have wanted is an analysis of after-tax asset allocation. For example, if you have $X in stocks in your 401K and anticipate that your income tax rate will be 30% in retirement, you effectively have $0.7*X in stocks. For stocks in a taxable account you can discount your holdings based on the cost basis and the capital gains tax rate.

Good luck.