Alternatives to Boldin
Web-based retirement and financial planning software for building plans and running what-if scenarios. The listings below can replace it for an important use case. Each note says what changes if you switch.
The original
Boldin
Web-based retirement and financial planning software for building plans and running what-if scenarios.
Replacements
Listings that take over the same core job as Boldin.
ProjectionLab
A web tool for simulating long-term finances, retirement and financial independence plans.
ProjectionLab is also a freemium web tool, offering year-by-year tax and cash flow projections, historical backtesting and a Roth conversion optimiser, with advanced features behind paid plans.
Wealthfolio
An open-source, local-first app for tracking investments, net worth, spending and retirement plans.
Wealthfolio is a free AGPL-3.0 desktop app that keeps data locally with no account, pairing a Monte Carlo retirement planner with investment and net worth tracking.
FIRECalc
Web retirement calculator that tests a withdrawal plan against every historical market period since 1871.
FIRECalc is a free web calculator that tests a withdrawal plan against every historical period since 1871, with a plain interface and no AI assistant or coaching.
Similar software
Related functionality, not a direct replacement.
Banktivity
Personal finance software for Mac, iPhone and iPad covering budgeting, investments and net worth.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Ghostfolio
A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.
Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use.
Monarch Money
A subscription money app that connects your accounts to track spending, budgets, net worth and goals.
Quicken
A long-running desktop personal finance manager for budgets, bills, investments and small business bookkeeping.