Side by side
Boldin vs ProjectionLab
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.
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Free plan AndroidAPIExtension+2
ProjectionLab covers a wide range of personal planning scenarios, with a separate Pro plan for advisors and coaches. Its lack of direct account linking and formal mobile app are worth weighing before choosing it.
Visit ProjectionLabThe facts
| Boldin | ProjectionLab | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Android, API, Extension, iPhone, Web |
| Lowest paid plan | PlannerPlus: $168 a year | Premium: $129 a year |
| Plans published | 3 | 3 |
| Maker | Not published | Not published |
| Website | boldin.com | projectionlab.com |
| On financial planning software | #1 of 34 | #4 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.
ProjectionLab: what it does well
- Models cash flow, taxes, investments, and estate outcomes.
- Includes Monte Carlo simulations and historical backtesting.
- International planning includes tax presets and account types.
- Planning does not require bank or brokerage connections.
What to know first
- No direct financial account linking.
- No formal mobile app; mobile access is through a web app.
- Premium costs $129 per year; Pro costs $549 per year.
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