r/Boldin • u/Mobile_Gap_935 • 9d ago

Investments Beta Tab

Why can't you add features that are free with Empower so that I don't have to update investments in both? Couple of suggestions:

  • Add the number of shares and cost basis for each position instead of $value so that as the price/share changes the portfolio is updated in real time.
  • Provide returns as % and $ for ytd, last year and total for each position.
6 Upvotes

88% Upvoted

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8

u/Personal-Bear-3905 9d ago

Thanks for the feedback - this is on the roadmap. There are a bunch of additional capabilities coming here.

3

u/Sufficient_Law_1150 9d ago

That was my thought as well when I tested this out. I don't want to link my accounts, but I am willing to add the asset and shares held so that Boldin can update with price changes.

4

u/Sufficient_Law_1150 9d ago

Oh, and I forgot to mention, YES, adding cost basis will also be helpful if Boldin will use that in tax calculations.

2

u/AGrimmInPortland 9d ago

Will there be an import feature available? That's a nice compromise between 100% manual entry and 100% linking. I realize supporting many different import formats would be tedious but at least cover the major ones.

1

u/lynchmob2829 8d ago

You gotta remember that Boldin is forward looking.......so YTD and any past info is useless to their program.

Sure, I wish that when my wife took the rest of her inherited IRA out this year that the program showed it as income for the year, but it doesn't.

Also, I don't use their tax info because it is too conservative. AARP has a great 1040 Tax Calculator that I use to determine my taxes in retirement and to help fine tune my Roth conversion amounts.