SoFi portfolio tracker

Your SoFi investing with the return, the dividends and the tax figure, next to the rest of your money.

Upload your SoFi transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

US Est. 2011 SEC FINRA SIPC

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What SoFi does well

What people like about SoFi, and why they stay.

Commission-free stock, ETF, and options trading with fractional shares.

Automated Investing robo-advisor with no advisory fees.

IPO access for eligible members.

All-in-one financial platform: investing, banking, lending, and crypto.

SoFi Relay for free credit score monitoring and financial planning.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The SoFi account puts finance products together, but not the tax result across all investments.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

SoFi statements cover Stocks, ETFs, Crypto, Options and Mutual Funds in USD for Individual and Automated Investing. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

SoFi keeps Individual and Automated Investing among its 4 account types with Stocks and Mutual Funds among 5 asset types in USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your SoFi data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

SoFi investors often mix fractional shares with automated fund investing and occasional options.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

Trace dividend income from payment to forecast

A SoFi portfolio of funds and shares can receive income on different pay dates.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Funds in a SoFi portfolio can repeat companies already held as individual shares.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What SoFi gives you, and what is added here

Area	SoFi	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and total gain/loss.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include 1099 tax forms at year-end.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend notifications.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The broker tools include SoFi Relay shows bank/loan balances but not other brokers.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Automated Investing	The broker tools include Robo-advisor with risk-based ETF portfolios.	The dashboard compares the managed return with a benchmark.

Where you file

For investors filing in the United States

Your SoFi history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your SoFi history in

Export from SoFi

Open Invest > Account > Statements & Documents in SoFi. Download the transaction history as CSV and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About SoFi

US • Est. 2011 • Regulated by SEC, FINRA, SIPC

Asset types StocksETFsCryptoOptionsMutual Funds

Account types IndividualIRARoth IRAAutomated Investing

Currencies USD

Fees Commission free Commission-free stock, ETF, and options trading. No account minimums. Automated investing: no advisory fee. Crypto: 1.25% markup.

Suits US millennial and Gen-Z investors using SoFi • All-in-one finance seekers using SoFi • Beginners wanting automated investing using SoFi • IPO-interested investors using SoFi

More than one account

SoFi and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

SoFi and AllInvestView, answered

Can I import my SoFi Invest portfolio into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView track SoFi crypto investments?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

Is the SoFi connection read only, and is it an aggregator?

There is no automatic connection for SoFi yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from SoFi and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your SoFi portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account