CoastMath vs ProjectionLab vs Boldin
Three lifetime planners: what each costs, and what the free plan includes.
Prices and features
| CoastMath | ProjectionLab | Boldin | |
|---|---|---|---|
| Paid plan | $99.99/yr or $29.99/mo | Premium, $129/yr | PlannerPlus, $168/yr |
| Free plan | One plan, editable for 7 days; it keeps projecting after that | Basic: forecasting, Monte Carlo, backtesting | Basic: plan and scenarios |
| Monte Carlo | Free | Free | PlannerPlus |
| Roth conversions | Free | Premium | PlannerPlus |
| Tax projections | Free | Premium | PlannerPlus |
| Open source | Yes | No | No |
ProjectionLab and Boldin details are from their pricing pages on October 18, 2026.
A free ProjectionLab alternative
CoastMath is a free ProjectionLab alternative: tax estimates, Roth conversions, withdrawal strategies, ACA subsidies and estate planning on the free plan. Import your ProjectionLab backup.
A free Boldin alternative
CoastMath is a free Boldin alternative: Monte Carlo, Roth conversions and federal and state tax projections on the free plan. Import your Boldin plan from its Summary CSV.
Free and Premium
- Free
- Every planning and analysis feature. One plan, editable for 7 days; it keeps projecting after that.
- Premium, $99.99/yr or $29.99/mo
- Unlimited plans, always editable, Duplicate plans, Restore archived plans, CSV, PDF and JSON exports, Client workspaces.
- Self-hosted
- The open-source version runs on your own computer, free for personal use, with no plan limits.