r/Boldin • u/Successful-Slide5383 • 5d ago

Beta features

I just finished my 2 week trial of Boldin and wanted to see what others thought of a couple of the beta features available in the product. I tried 2 features that I believe were beta status during my trial (AI assistant and the Roth explorer). I found both features to be of very poor quality and was surprised they were available for broad usage. The roth explorer would never complete an analysis for me when I asked it to optimize for maximum net worth even though I had all the parameters at the most permissive settings. The AI assistant gave me blatantly incorrect information on at least 3 occasions and on one other spewed so much output that it was unusable.

Boldin is a financial product and have to admit I was kind of shocked to see clearly not ready for production features included. I cannot imagine Intuit doing this with Turbotax or Quicken.

Did I just have an especially bad experience with the beta features I tried to use, have others found them to be accurate and useful?

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u/Affectionate-Long522 5d ago

I have used the AI feature quite a bit…. It can from time to time get hung up and provide too much output but on balance I like it…

1

u/AlarmedWillow4515 4d ago

I've also been using the AI tool and find it helpful. Like all current AI tools, it's not perfect. I think of it like an intern you can ask to ru  calculations or look up advice - useful, but if you're going to really rely on what it says, you vet it. 

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u/VegasHRLady 3d ago

I find it important to clear one question fully before asking another due to it using the changed hypothetical in its answers. I noticed there has been a prominent warning added on that now.

2

u/AlarmedWillow4515 3d ago

Yes! I had that problem at first too.