Boldin product updates
Every improvement, fix, and new feature — as it ships.
June 2021
- Improved the free Retirement Calculator
- Enhanced the Monte Carlo calculation to more accurately capture the range of plan outcomes
- Multiple back-end enhancements in anticipation of upcoming app improvements
April 2021
- Launched a partnership with Marketwatch with a dedicated site for MW users
- Added the option to review your ‘average’ plan assumptions in addition to optimistic and pessimistic
- New Insights Library to highlight the various graphs, charts, and explorers available
- Improved our Monte Carlo modeling and data visualization, and applied Monte Carlo analysis to optimistic and pessimistic assumptions (in addition to average assumptions, which was already happening)
February 2021
- Multi-year scheduled withdrawals now available
- Social security claiming is now done by month (previously, it was limited to a given year)
- Updated lifetime income projection chart with net savings drawdowns
January 2021
- New Coach page
- Expanded access to the Beta Roth Conversion Explorer
- Bug fixes for capital gains/estimated tax reporting and a few other small items
December 2020
- Customizable labels across multiple accounts, expenses, and other items
- Updated Onboarding flow for new users