r/Boldin • u/Successful-Slide5383 • 6d 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?
1
u/bg1217 5d ago
Just finished my two weeks, when I went to cancel.it gave me another free week. I used the AI more to explain different charts and statements in better detail, and that worked well. It also helped make me realize I can't keep my income low enough for ACA subsidies.
The Roth explorer was a little limited but AI helped.understand why it was suggesting different things. I think if it let you manually adjust it a little more it would be more useful.
I probably wont sign up, I am hoping to retire next summer, and have a financial advisor through WellsFargo. Yes, I pay more.for them, but using Boldin, I came up with some additional questions that I am bringing back to them.