📥 Boldin Data Import

PlannerPlus CSV → updates all tools automatically

How to Export from Boldin PlannerPlus
  1. Log into boldin.com → left sidebar → "Print / Export" → "Download Data"
  2. Select Future Dollars view → click Download CSV
  3. Upload the file below — all tools update automatically from your latest projections
✨ AI Assistant Prompts (free tier)
Ask Boldin's AI assistant for targeted CSVs, then paste in Section 3. Click a prompt to copy it.
📊 "Give me a CSV of my projected total portfolio value by year 2026-2079" Copied!
💸 "Give me a CSV of my annual expenses by year 2026-2079" Copied!
🏛️ "Give me a CSV of my Social Security income by year 2026-2079" Copied!
Upload Boldin CSV Export
📄
Drop Boldin CSV here or click to browse
Accepts Boldin "Download Data" CSV export
Schwab Positions Import
  1. Log into schwab.com → Accounts → Positions
  2. Click Export (top right of the positions table) → save the CSV
  3. Drop it below — processed locally, never leaves your browser
📊
Drop Schwab Positions CSV here or click to browse
Exported from schwab.com → Accounts → Positions → Export
Paste from AI Assistant
Manual Key Numbers
Import Status
Portfolio Projections
Not loaded
Cash Flows
Not loaded
Manual Numbers
Not saved
Last Boldin Sync
Never
Backup & Restore

Save all your data to a JSON file on your computer. If your browser ever clears, drop the file back in to restore everything instantly.