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SoFi Invest

Brand: Social Finance

4.4

30 Ratings & 30 Reviews

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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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Features

Core Features
Order Execution
Research and Analysis
Trading Options
Reporting & Analytics

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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

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SoFi Invest Features

Core Features

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

Order Execution

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

Research and Analysis

Technical Analysis Utilize indicators, patterns, and chart overlays to guide trading decisions.
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 Access diversified fund options for long-term investing.
Intraday Trading Capitalize on short-term price swings with active day trading
Algorithm Trading Deploy rule-based strategies for automated decision-making.
Options Trading Trade puts, calls, spreads, and more with strategic flexibility.
Crypto Trading Buy and sell major cryptocurrencies directly from your SoFi account
Automatic Trading Use recurring investment schedules or set-and-forget orders
Margin Trading (MTF) Trade with leverage for greater exposure and opportunity.
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 summary of account activity, market trends, and investment performance.
P&L Report Get clear insights into profit and loss over time, per asset or portfolio
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) Add secure verification layers to protect your account.
Platform Migration Seamlessly transfer portfolios or accounts without losing trade history or settings.
Demat Account Creation Facilitate the opening of electronic securities accounts.
Customizable User Interface Personalize trading environments for ease of use.

Integrations

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

Alerts & Notification

Price Alert Be notified when a stock or asset hits a custom price target.
Real Time Market Updates Get minute-by-minute market movements and quote changes.
News Alerts Stay informed on breaking financial and business news related to your assets.
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, Freelancers
Email, Communities
Videos
English

SoFi Invest Reviews

Have recommended this product

Overall Score

4.4/5

Based on 30 Reviews

Features 4.3/5

Value for Money 4.7/5

Ease of Use 4.2/5

Customer Support 4.6/5

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Pros

pros_icon “SoFi teaches investing gently with beginner tools, community content, and automated investing.” Junaid Edavachal - Dec 1, 2025

pros_icon “SoFi Checking & Savings integrates directly with investing accounts for instant transfers.” Tracy Steuckrath - Sep 19, 2025

pros_icon “SoFi combines investing, checking account, loans, and credit score tracking in one platform.” Hailee - Sep 18, 2025

Cons

cons_icon “Investors who grow fast may outgrow SoFi’s research and analysis capabilities.” Junaid Edavachal - Dec 1, 2025

cons_icon “App updates occasionally introduce small bugs or slow performance.” Hailee - Sep 18, 2025

cons_icon “Appointments may require scheduling flexibility depending on availability.” Dawnette - Jul 24, 2025

Junaid Edavachal

Verified reviewer:

Reviewed on: Dec 1, 2025

4.3/5

“Perfect Starter Platform Before Moving to Advanced Broker”

SoFi helped me go from zero investing knowledge to confidently managing my own portfolio. Eventually, I may move to a more advanced broker — but SoFi gave me the foundation I needed.

Pros : SoFi teaches investing gently with beginner tools, community content, and automated investing.

Cons : Investors who grow fast may outgrow SoFi’s research and analysis capabilities.

Switched from : E TRADE

Reason to switch : I started with SoFi for learning and simplicity before planning to move to advanced trading platforms later.

Features

4/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

5/5

Tracy Steuckrath

Verified reviewer:

Reviewed on: Sep 19, 2025

4.5/5

“Investing and Banking Together Simplified My Money Life”

I get paid into my SoFi account and instantly move funds into investments. That instant integration changed how consistently I invest.

Pros : SoFi Checking & Savings integrates directly with investing accounts for instant transfers.

Cons : Cash deposits are limited compared to traditional banks.

Switched from : E TRADE

Reason to switch : I switched to remove friction between banking and investing that existed when using separate institutions.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Dawnette

Verified reviewer:

Reviewed on: Jul 24, 2025

4.3/5

“Free Financial Planning Is a Big Hidden Benefit”

Speaking to a real financial planner through SoFi helped me with retirement and debt strategy. That level of guidance usually costs extra elsewhere.

Pros : SoFi offers free access to certified financial planners.

Cons : Appointments may require scheduling flexibility depending on availability.

Switched from : Vanguard

Reason to switch : I switched because Vanguard charged advisory fees, while SoFi offered planning support included.

Features

4.5/5

Value for Money

5/5

Customer Support

4/5

Ease of Use

4/5

See all SoFi Invest reviews

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