View Full Plan (Beta) — How It Works

View Full Plan is an in-product page that displays your complete Boldin retirement plan, organized into expandable sections you can explore without downloading anything. It gives you a one-page view of both your projections and the inputs driving them.

View Full Plan is currently in beta. To access it, you'll need to be opted into Boldin's beta program. To enable beta features, go to your Profile (top right) → Account settings → Beta and toggle it on.

Once Beta is enabled, click View Full Plan in the left navigation.

You will see a snapshot of your net worth today as well as your projected net worth at your longevity age. Your full plan is organized into expandable sections: Chance of Success, Current Net Worth, Savings, Cash Flow, Income & Expenses, Taxes, and Plan Assumptions. A Download button is available if you would still like to print or export your plan data.

If you're opted into Boldin AI, you'll see AI-generated summaries embedded within each plan section. These provide context for what the numbers mean for your situation. If you don't have Boldin AI access, the page displays normally without them.

At the bottom of the page, the Plan Assumptions section shows the inputs behind your projections, organized by category: Estate Planning, Assets and Debts, Home and Real Estate, Income, Money Flows, Expenses and Healthcare, Rates, and Toggles. This is where you can see exactly what's driving your numbers.

No. View Full Plan displays your existing projections in a new format. No calculations or assumptions have been changed.

Not from this page — View Full Plan is read-only. To make changes, use the existing editing flows in Boldin as you normally would. Your plan will reflect updates the next time it's refreshed.