Playbook
The app for growing your money and optimizing your taxes.
Playbook launched on October 8, 2021 with 93 votes, #483 of 2,933 launches that month and more than 75% of that year's launches. The site was still online in September 2026, 5 years on.
What it does
Playbook finds the earnings and tax opportunities you’re missing out on. Then it incorporates them into a personalized financial plan that you can automate to get the most out of every dollar saved.
After much consideration, we’ve made the tough decision to wind down Playbook. We know you’ve trusted us with your financial journey, and we’re incredibly grateful for your support. Here’s what this means for you: 1/ Playbook Will Be Online for 30 More Days The platform will remain available until October 31, 2024 for you to access and save any information you need. After that, Playbook will no longer be accessible, so we encourage you to download or export any data you want to keep. For any clients who invested via Playbook accounts (Roth IRA, brokerage account, etc.), our custodian, Apex Clearing, will share tax forms in 2025. 2/ Balance Updates & Transactions Are Pausing …from helloplaybook.webflow.io
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