Setting Up Your Profile

Your financial profile

Your profile settings power the calculations across your dashboard. To update them, click Settings in the sidebar.

Financial Freedom Number

This is the monthly passive income you need to replace your current income and become financially free. For example, if your current monthly expenses are $8,000, set this to $8,000.

Pay Schedule

Set your pay frequency (weekly, bi-weekly, semi-monthly, monthly) and your next pay date. VestmentPulse uses this to calculate your velocity banking split payments.

Investment Allocation %

The percentage of each paycheck you want to direct toward investments. A common starting point is 10–20%. As your cash flow grows, you can increase this.

Freedom Statement

A short personal mission statement for why you're pursuing financial freedom. It appears on your dashboard as a daily reminder.