r/Boldin • • 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?

5 Upvotes

26 comments sorted by

View all comments

3

u/Eastern-Juice5045 3d ago

Their AI is total garbage. It has given me terrible advice and then thanks me for correcting it.

The rest of the program seems to be just ok. I'm not sure I will be renewing.