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Set Up by Describing It

Instead of filling in forms one at a time, describe your portfolio in plain words: notes, rentals, private lending, a whole life policy, credit cards, what you earn and how often. VestmentPulse reads it, asks only the questions your description left open, and shows you everything to review before anything is saved.

How to use it

1. Open Intake and write a few sentences about what you track. Up to 8,000 characters.
2. Submit it. The AI reads your description and proposes the investments, policies, cards, and income it found.
3. Answer any follow-up questions it has about missing details.
4. Review the full list, fix anything that looks off, and confirm to save.

Good to know

• Nothing is saved until you confirm the review screen.