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SoFi Invest

Brand: Social Finance

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Features

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SoFi Invest Features

Core Features

Portfolio Management Track investments and assess performance effectively.
Market Data Real-time stock prices and market trends for informed trading decisions.
Watchlist Customizable list of securities for easy monitoring of price movements.
Charting Tools Visual tools to analyze price movements and trends using various chart types.
Order Control Manage and modify trades efficiently to align with trading strategies.
Order Execution Complete trades by placing, modifying, and canceling orders.

Order Execution

Limit Order Buy/sell at a specified price or better for control over trade execution.
Market Order Immediate buy/sell at current market price prioritizing speed.
Stop (Loss) Order Sell when the price hits a certain level to limit losses.
Stop Limit Orders Triggers a limit order once a specified stop price is reached.
Trailing Stop Order Adjusts the stop price with favorable market movement for profit protection.

Research and Analysis

Technical Analysis Use price movements and volume data to predict future price trends.
Fundamental Analysis Evaluate a security's value by analyzing financial data and economic factors.
Pattern Recognition Identify significant historical price patterns for future forecasting.
Scanning Tools Filter stocks based on specific criteria to spot trading opportunities.
Backtesting and Optimization Test strategies against historical data to assess effectiveness.
Smart drawing tools Annotate charts with trend lines and levels for better analysis.

Trading Options

Mutual Funds Invest in professionally managed portfolios for diversified exposure.
Intraday Trading Buy/sell securities within the same trading day for short-term gains.
Algorithm Trading Automate trading strategies for faster execution without emotional bias.
Options Trading Buy/sell options contracts for strategic market exposure.
Crypto Trading Trade cryptocurrencies to benefit from market volatility.
Automatic Trading Execute trades automatically based on set criteria.
Margin Trading (MTF) Borrow funds to trade larger positions than the account balance allows.
Paper Trading Simulate trading without real money to test strategies.
Futures Trading Trade contracts obligating purchase/sale of an asset at a future date.
Forex Trading Trade currency pairs to profit from exchange rate fluctuations.

Reporting & Analytics

Dashboards Visual summaries of key performance metrics for quick assessments.
P&L Report Summarize profits and losses over a specified period.
Automated Reports Generate regular reports on trading activity and performance automatically.
Report Customization Tailor reports to meet specific user requirements for relevance.
Contract Note Document detailing trade specifics, including prices and fees.
Financial Transaction Report (CashLedger) Track cash inflows and outflows in the trading account.

Account Management

Multi-Factor Authentication (MFA) Enhance security with multiple verification methods.
Platform Migration Assist in transferring accounts or data from one platform to another.
Demat Account Creation Facilitate the opening of electronic securities accounts.
Customizable User Interface Personalize trading environments for ease of use.

Integrations

API Integration Connect third-party apps to enhance platform functionality.
Financial Tools Integration Incorporate various financial analysis tools for improved insights.

Alerts & Notification

Price Alert Notifications when securities hit specified price points.
Real Time Market Updates Instant notifications on significant market changes and events.
News Alerts Updates on news events that could impact markets.
Volume Alerts Alerts for unusual trading volumes in securities.

Brand Name	Social Finance
Information	SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions.
Founded Year	2011
Director/Founders	Andrew Carra, Daniel Macklin, Ian Brady, James Finnigan, Michael Cagney
Company Size	1000+ Employees