Get Pro-Level Analytics for Your SoFi Portfolio
SoFi (Social Finance) is a US fintech company offering a complete financial ecosystem: investing, banking, lending, and crypto. SoFi Invest provides commission-free stock and ETF trading, fractional shares, crypto trading, automated investing (robo-advisor), and IPO access. With no account minimums and a user-friendly app, SoFi targets millennial and Gen-Z investors who want an all-in-one financial platform.
What SoFi Users Get with AllInvestView
Portfolio analytics are basic compared to traditional brokerages
AllInvestView provides advanced performance analytics including IRR, benchmark comparison, and sector allocation that SoFi does not offer.
Limited tax reporting — no detailed capital gains breakdown beyond 1099 forms
AllInvestView generates comprehensive capital gains reports with FIFO/LIFO methods, wash sale detection, and tax-loss harvesting insights.
No way to see SoFi holdings alongside investments at other brokers
Import your SoFi trades into AllInvestView and combine with any other broker for a unified portfolio dashboard.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
SoFi vs AllInvestView — Feature Comparison
See what SoFi's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | SoFi Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio value and total gain/loss | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | 1099 tax forms at year-end | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Basic dividend notifications | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | SoFi Relay shows bank/loan balances but not other brokers | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Automated Investing | Robo-advisor with risk-based ETF portfolios | Performance verification and benchmark comparison for automated portfolios |
See Your Entire Portfolio at a Glance
Get the complete picture of your SoFi investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your SoFi holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your SoFi portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your SoFi positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
Tax Reporting for US Investors
Generate Schedule D-ready capital gains reports from your SoFi portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.
SoFi
CSV ImportAbout SoFi
How to Import Your SoFi Portfolio
Getting your SoFi data into AllInvestView takes less than 2 minutes. Here's how:
Export from SoFi
1. Log in to SoFi at sofi.com or open the SoFi app. 2. Go to the Invest tab. 3. Tap on "Account" or "Settings." 4. Navigate to "Statements & Documents" or "Tax Documents." 5. Download your account statement or transaction history CSV. 6. Upload the file to AllInvestView.
Upload to AllInvestView
Use our smart CSV importer that automatically maps SoFi's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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SoFi Portfolio Tracking FAQ
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