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
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Welcome to VestmentPulse
An overview of what VestmentPulse does and how it helps you reach financial freedom.
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Setting Up Your Profile
How to configure your pay schedule, allocations, and freedom goal.
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Your Financial Freedom Number
How to calculate the monthly passive income you need to be financially free.
Dashboard
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Reading Your Dashboard
A breakdown of every metric card, chart, and section on the main dashboard.
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Understanding Freedom Progress
How the freedom progress ring is calculated and what moves the needle.
Investments
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Adding an Investment
Step-by-step guide to adding a new investment and configuring its cashflow details.
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Investment Types Explained
A guide to each investment type VestmentPulse supports and when to use each one.
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Velocity Banking Strategy
How velocity banking works and how VestmentPulse calculates your split payments.
IBC Policies
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Adding a Life Insurance Policy
How to add a whole life or IUL policy and track your cash value growth.
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Syncing Your Policy Statement
How to upload a PDF statement and let AI extract your updated cash value and death benefit.
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Cash Value & Paid-Up Additions
Understanding the difference between base premium, PUA, and cash value in an IBC policy.
Budget
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Setting Up Your Monthly Budget
How to use the budget tracker to record projected and actual spending each month.
AI Advisor
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Running AI Scenarios
How to use the AI Advisor to model financial scenarios and get personalized strategy guidance.
Account & Settings
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Managing Notifications
How to control which email notifications VestmentPulse sends you.
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Subscription Plans
An overview of VestmentPulse plans and what each tier includes.