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About Boldin
Boldin, formerly NewRetirement, is web-based software for planning retirement and wider finances yourself. It models taxes, Social Security, pensions, annuities, real estate, debt, budgets, Medicare and long-term care costs. It lets you run what-if scenarios and Monte Carlo analyses on your plan.
An AI assistant answers plain-language questions based on your own numbers. The service also offers real-time monitoring of your finances, personalised recommendations, classes, community groups and one-to-one coaching sessions.
Strengths
- Detailed modelling of taxes, income, property and healthcare
- What-if scenarios and Monte Carlo analysis
- AI assistant that works from your own plan
- Optional coaching and classes
Limitations
- Cloud service that holds your financial data
- Oriented toward US retirement rules
- Advanced features sit behind a paid tier
Details
- Pricing
- FreemiumCan be tried for free, with additional features to unlock; prices are not stated here.
- License
- Proprietary
- Developer
- Boldin
- Platforms
- Web
- How it runs
- Web application, Hosted service
- Account
- Required
- Works offline
- No
- Best suited for
- DIY retirement planners who want detailed scenario modelling
- Categories
- Personal finance
- Last verified
- Added
- Provenance
- Facts checked against the developer's own pages and store listings, 1 sources on file.
Alternatives to Boldin
Compare allSoftware that can replace Boldin for an important use case, and what changes if you switch.
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.
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Kubera
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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.
