Side by side
Boldin vs MyOwnFP
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidAPIiPhone+1
Boldin offers household planning tools, scenario analysis, and several support options. Account-linking gaps and the trial's coaching limits are worth considering before relying on it for a plan.
Visit Boldin
Free plan Web
MyOwnFP focuses its planning tools on Canadian accounts, benefits, and taxes, with scenario comparisons and client sharing. Review the free-plan limit and data-retention terms when choosing a plan.
Visit MyOwnFPThe facts
| Boldin | MyOwnFP | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Web |
| Lowest paid plan | PlannerPlus: $168 a year | Standard: $40 a year |
| Plans published | 3 | 3 |
| Maker | Not published | Not published |
| Website | boldin.com | myownfp.ca |
| On financial planning software | #1 of 34 | #5 of 34 |
Boldin: what it does well
- Planner covers taxes, Social Security, benefits, and real estate.
- Monte Carlo analysis can stress-test plans.
- Free Basic includes 100+ inputs and 10+ charts.
- PlannerPlus includes account linking and tax projections.
- Support includes classes, coaching, chat, and CFP® access.
What to know first
- Linked account modeling omits cost basis and allocations.
- Transactions must be entered manually for an accurate plan.
- Trial support excludes coaching and step-by-step setup help.
- Boldin AI may misunderstand questions and is not professional advice.
MyOwnFP: what it does well
- Models Canadian accounts and government benefits.
- Includes federal, provincial, and territorial tax tables.
- Free plan requires no credit card.
- Subscribers can share clients with another subscriber.
What to know first
- Free plan is limited.
- Data without a subscription may be deleted at the company's discretion.
- Standard supports five clients; unlimited clients require the higher plan.
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