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  4. SoFi Invest

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SoFi Invest

Brand: Social Finance

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SoFi Invest is an all-in-one trading platform that offers robust tools for portfolio management, real-time market data, and diversified trading options, including stocks, ETFs, crypto, and algorithmic strategies....Read more

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  • check_icon Order Execution
  • check_icon Research and Analysis
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SoFi Invest Software Pricing, Features & Reviews

What is SoFI Invest?

SoFi Invest is a modern investment and trading platform designed to make trading and wealth-building accessible to everyone. You can invest passively with mutual funds or actively trade stocks, options, or cryptocurrencies with this trading software.

SoFi offers a user-friendly platform backed by powerful analytics and professional tools. It combines advanced order execution, smart dashboards, technical analysis, and multiple trading strategies, all in a secure and API-integrated environment.

With seamless account management and real-time notifications, SoFi Invest empowers investors to make informed decisions in fast-moving markets.

Why Choose SoFI Invest Software?

  • Versatile Investment Options: Trade stocks, crypto, options, ETFs, and mutual funds, all in one place.
  • Intuitive Portfolio Tools: Monitor your holdings, track gains/losses, and optimize performance.
  • Smart Order Execution: Place market, limit, stop-loss, or trailing stop orders with precision.
  • Real-Time Data & Alerts: Stay updated with live price movements, volume changes, and breaking news.
  • Secure and Scalable: Protected by MFA and ready for growth with platform migration and API access.
  • Beginner-friendly: From beginners using automatic investing to algorithmic traders, SoFi has you covered.
  • Rich Visual Analytics: Gain insight through dashboards and P&L reports for better decision-making.

Benefits of SoFI Invest

  • Accessible for All Levels: Easy to get started, yet powerful enough for advanced trading strategies.
  • Informed Trading Decisions: Use technical analysis, market insights, and real-time data to guide trades.
  • Flexible Execution Options: Control risk and timing with a full range of order types.
  • All-in-One Dashboard: Analyze performance, manage trades, and set alerts from a single interface.
  • Secure Account Control: Stay safe with MFA and the ability to migrate platforms without disruption.
  • Trade on Your Terms: Mix passive, active, and automated strategies in one account.
  • Integrated Ecosystem: Connect with external apps via API to streamline workflow and reporting.

SoFI Invest Pricing

SoFi Invest pricing plans and available on request. However, it offers commission-free trades on U.S. stocks and ETFs. Crypto and options trading may carry additional costs or spreads, depending on market conditions. There are no minimum balance requirements for standard accounts.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

SoFi Invest Pricing & Plans

SoFi Invest price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

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SoFi Invest Gallery

play How to Invest in an IPO (Initial Public Offering) with SoFi
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SoFi Invest Features

Core Features

  • icon_check Portfolio Management Track holdings, asset allocation, and performance at a glance.
  • icon_check Market Data Get real-time price data, charts, and historical financial metrics.
  • icon_check Watchlist Monitor specific securities and track market movement.
  • icon_check Charting Tools Visualize price trends and technical indicators for smarter trades.
  • icon_check Order Control Choose when and how trades execute, down to the second
  • icon_check Order Execution Fast and reliable execution across all supported asset classes.

Order Execution

  • icon_check Limit Order Set your preferred price and execute trades only at or better than that rate.
  • icon_check Market Order Buy or sell instantly at the best current market price.
  • icon_check Stop (Loss) Order Automatically sell if a stock drops below a set price to limit losses.
  • icon_check Stop Limit Orders Combine stop and limit conditions for tighter control.
  • icon_check Trailing Stop Order Automatically adjusts stop price to lock in profits during upward trends.

Research and Analysis

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

Trading Options

  • icon_check Mutual Funds Access diversified fund options for long-term investing.
  • icon_check Intraday Trading Capitalize on short-term price swings with active day trading
  • icon_check Algorithm Trading Deploy rule-based strategies for automated decision-making.
  • icon_check Options Trading Trade puts, calls, spreads, and more with strategic flexibility.
  • icon_check Crypto Trading Buy and sell major cryptocurrencies directly from your SoFi account
  • icon_check Automatic Trading Use recurring investment schedules or set-and-forget orders
  • icon_check Margin Trading (MTF) Trade with leverage for greater exposure and opportunity.
  • icon_check Paper Trading Simulate trading without real money to test strategies.
  • icon_check Futures Trading Trade contracts obligating purchase/sale of an asset at a future date.
  • icon_check Forex Trading Trade currency pairs to profit from exchange rate fluctuations.

Reporting & Analytics

  • icon_check Dashboards Visual summary of account activity, market trends, and investment performance.
  • icon_check P&L Report Get clear insights into profit and loss over time, per asset or portfolio
  • icon_check Automated Reports Generate regular reports on trading activity and performance automatically.
  • icon_check Report Customization Tailor reports to meet specific user requirements for relevance.
  • icon_check Contract Note Document detailing trade specifics, including prices and fees.
  • icon_check Financial Transaction Report (CashLedger) Track cash inflows and outflows in the trading account.

Account Management

  • icon_check Multi-Factor Authentication (MFA) Add secure verification layers to protect your account.
  • icon_check Platform Migration Seamlessly transfer portfolios or accounts without losing trade history or settings.
  • icon_check Demat Account Creation Facilitate the opening of electronic securities accounts.
  • icon_check Customizable User Interface Personalize trading environments for ease of use.

Integrations

  • icon_check API Integration Connect SoFi Invest with third-party platforms, bots, or reporting tools.
  • icon_check Financial Tools Integration Incorporate various financial analysis tools for improved insights.

Alerts & Notification

  • icon_check Price Alert Be notified when a stock or asset hits a custom price target.
  • icon_check Real Time Market Updates Get minute-by-minute market movements and quote changes.
  • icon_check News Alerts Stay informed on breaking financial and business news related to your assets.
  • icon_check Volume Alerts Detect unusual trading volume spikes for early trend detection.

SoFi Invest Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs,
  • Email, Communities
  • Videos
  • English

SoFi Invest Reviews and Ratings

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Social Finance Company Details

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

SoFi Invest FAQ

A SoFi Invest pricing plans and available on request. However, it offers commission-free trades on U.S. stocks and ETFs. Crypto and options trading may carry additional costs or spreads, depending on market conditions. There are no minimum balance requirements for standard accounts.
A Yes, SoFI Invest offers mobile apps for both Android and iOS devices.
A SoFI Invest is compatible with a wide range of operating systems, including Windows, macOS, Linux, Ubuntu, Android, and iOS.
A Yes, SoFi Invest offers a free trial, but it's more accurately described as a way to experience the app and features before committing to a paid membership.
A SoFi Invest is an online brokerage and trading platform that allows users to trade stocks, ETFs, and other assets, with features like fractional shares and access to IPOs.
A SoFi Invest Software is used by fee-conscious investors, small investors, those seeking financial advice, and passive investors. It offers low-cost trading, fractional shares, access to financial planners, and automated investing tools.
A SoFI offers commission-free trades on U.S. stocks and ETFs. There are no minimum balance requirements for standard accounts.

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