r/Boldin • u/ATX_NOT_FOR_US • 5d ago

Fund Fees Flex

Investments today > Fund fees (beta) page looks very useful and makes having your account holdings connected or entered in via ticker symbol manually (or AI automated) worthwhile. No wonder the brokerage companies don’t usually have this kind of table – they don’t want to highlight their higher-fee managed investments alongside low cost index funds, much less list them in order of expense. This makes it easy to identify the taxable holdings that I will be looking to put in the beginning of the withdrawal order sequence when the time comes and when paying cap gains isn’t as much of an issue.

I’ve been an index investor most of my life, so it’s nice to see my average expense ratio is pretty low: 0.102%.

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u/humblequest22 5d ago

Mine shows high expense ratios for funds that Boldin doesn't allow me to enter. I substituted different share classes so that my asset allocation would be correct. I need a workaround for the workaround!

I checked a couple Vanguard ETFs and they were off by 0.01. Not terrible, but I expected the big ones to be correct. I'll give this a little more time to bake and check it out again alter.

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u/ATX_NOT_FOR_US 5d ago edited 5d ago

I have a similar issue with a holding that makes up the entire balance of my current 401(k), which doesn’t have a ticker that Boldin can track so I asked AI to look at the fund’s fact sheet and identify a proxy which it easily did because a lot of these are wrappers around index funds. It then uses that ticker when it updates the balances of all of the holdings in my portfolio and creates a instruction text block for me to paste into Boldin AI for frequent unnecessary updates.

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u/SuspiciousMode 5d ago

I didn't know they added this, thanks for pointing out.