Great for planning for the future
I’ve been using playbook for some time now given that retirement planning is becoming more and more important to me. I like that the app helps you to create a plan for saving and taking advantage of tax savings depending on how you choose to invest your money. I also like that it’s not just a tool that spits out information, it also helps you take action on your plan by moving money for you, whether it’s from checking to HYSA or from checking account to an investment account. You can do it all in one place, even if you have multiple types of accounts. The team is constantly seeking feedback to improve which I appreciate. When you experience and report a bug, they’re on it right away! If you’re a high earner but didn’t learn about investing and saving for retirement in school (like me 😅), consider using Playbook. The best time to start planning for retirement was yesterday, the second best time to start is now.
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Freezes
The app spins and spins and doesn’t tell you any analysis. Freeze too much. Renders useless
Do not download
This app collects precious personal information and in return tells you to invest in your 401k and Roth IRA. Does not give helpful information. They make money off of an unreasonable subscription and collects your data.
Scam
They keep trying to charge you even if you cancel your account. Avoid using this app
Incomplete product
My employer does a direct contribution based on my salary, this app doesn’t account for those types of contributions.
As far as I can go without paying for the service is just the app telling me it can save me money but there isn’t even a hint as to how it plans to do that.
Idea: connect brokerage accounts and allow the app to determine tax loss harvesting data, real estate holdings and have functions for cost segregation etc.
This app has potential but there’s no clear picture of when it’ll be there for advanced tax strategies for the layman.
As far as I can go without paying for the service is just the app telling me it can save me money but there isn’t even a hint as to how it plans to do that.
Idea: connect brokerage accounts and allow the app to determine tax loss harvesting data, real estate holdings and have functions for cost segregation etc.
This app has potential but there’s no clear picture of when it’ll be there for advanced tax strategies for the layman.
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Response from developer
Thanks for sharing some feedback! We sent you an email that included an onboarding call link to show you around the product and all that we offer on our platform. During onboarding, you will connect investment accounts, calculate your net worth, and receive personalized recommendations to improve, and execute, your financial plan. We also offer a number of other financial planning tools (including Tax Loss Harvesting) so we'd love to chat with you to show you around!
