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Account Setup Checklist

Creating a free account takes about a minute and needs no credit card. Once you are in, a setup checklist on your dashboard walks you through the six things that make every number in VestmentPulse real. Do them in any order and at any pace.

How to use it

  1. Set up your payment schedule so VestmentPulse knows when money lands and how much.
  2. Build your budget to see what is available for stacks each month.
  3. Set your monthly freedom number, the passive income target everything is measured against.
  4. Add your investments: every flip, note, or high-yield account you are running.
  5. Add your IBC policies. This one is optional and only applies if you use whole life insurance.
  6. Configure your notifications and choose what you want to be alerted about.

Good to know