Help Center

Step-by-step guides for getting the most out of VestmentPulse. Browse by category below or email support@vestmentpulse.com for direct support.

Getting Started

• Welcome to VestmentPulse

  An overview of what VestmentPulse does and how it helps you reach financial freedom.

• Setting Up Your Profile

  How to configure your pay schedule, allocations, and freedom goal.

• Your Financial Freedom Number

  How to calculate the monthly passive income you need to be financially free.

Dashboard

• Reading Your Dashboard

  A breakdown of every metric card, chart, and section on the main dashboard.

• Understanding Freedom Progress

  How the freedom progress ring is calculated and what moves the needle.

Investments

• Adding an Investment

  Step-by-step guide to adding a new investment and configuring its cashflow details.

• Investment Types Explained

  A guide to each investment type VestmentPulse supports and when to use each one.

• Velocity Banking Strategy

  How velocity banking works and how VestmentPulse calculates your split payments.

IBC Policies

• Adding a Life Insurance Policy

  How to add a whole life or IUL policy and track your cash value growth.

• Syncing Your Policy Statement

  How to upload a PDF statement and let AI extract your updated cash value and death benefit.

• Cash Value & Paid-Up Additions

  Understanding the difference between base premium, PUA, and cash value in an IBC policy.

Budget

• Setting Up Your Monthly Budget

  How to use the budget tracker to record projected and actual spending each month.

AI Advisor

• Running AI Scenarios

  How to use the AI Advisor to model financial scenarios and get personalized strategy guidance.

Account & Settings

• Managing Notifications

  How to control which email notifications VestmentPulse sends you.

• Subscription Plans

  An overview of VestmentPulse plans and what each tier includes.