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Investments

Every investment type has its own fields, so a mortgage note and a syndication are tracked the way each really behaves. A live Calculated Results panel shows the projected payoff timeline before you save.

How to use it

1. Open Investments and click Add Investment, then choose a type: Real Estate, Mortgage Notes, Land Notes, Private Money Lending, Prosper/P2P, Equity in Business, Fund, Syndication, DIBS, HYSA, or Other.
2. Fill in the details and watch Calculated Results update as you type.
3. Switch to Table view for a sortable, denser layout. Click a column header to sort.
4. Narrow a long list with the search bar, the type filter, or the maturity filter (30, 90, 180, or 365 days).
5. Watch the four KPI cards: Total Capital Deployed, Monthly Cashflow, Active Investments, and Stack Payoff.

Good to know

• If Stack Payoff climbs past 6 months, VestmentPulse warns that your active flip may be sized too large.