Sharesight supports SoFi Invest using the trade confirmation emails feature, so you can automatically import your new SoFi trades into your Sharesight portfolio.
Note: Support for SoFi trade confirmations is currently in beta and only supports buy trades. Sell trades will need to be added manually for now.
How to import historical trades
You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.
How to import new trades
Forward your SoFi trade confirmation emails to Sharesight and your buy trades will be automatically added to your portfolio. Read more about how to forward your trade confirmations in this guide.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.