How to connect SoFi
SoFi connects by file import. It is quick, and the SoFi preset does the mapping for you.
Export a statement from SoFi
Download your trade history or account statement from SoFi as a CSV or supported file. It takes a minute inside your SoFi dashboard.
Drop it into TradeStella
Drag the file onto the importer. The SoFi preset recognizes the format and maps every fill, so nothing is left to hand-entry.
Review your journaled stocks trades
Every trade lands tagged with its setup and session. Re-export whenever you want to bring new activity in, or set a routine that fits how you trade.
What you get with SoFi on TradeStella
Once your SoFi trades are in, the whole cockpit works on them.
Auto-journal every stocks fill
Every SoFi trade lands in your journal complete with entry, exit, size and result. No spreadsheet, no copy-paste, no forgotten trades.
Setups tagged for you
TradeStella labels each stocks trade with its setup and session, then groups them so you can see which of your plays actually make money.
Prop-firm rule guardrails
Track trailing drawdown, daily loss and profit targets against your SoFi account limits, with a warning before you get near a breach.
Analytics and Edge Health
Net P&L, win rate, expectancy, profit factor and a live Edge Health read tell you what is working across your stocks trades and what is leaking money.
Trade replay
Step back through any SoFi trade bar by bar to see exactly where you entered, where you should have, and what the setup really did.
An AI coach that knows your history
Ask the coach why a week went sideways or what to drill next. It answers from your own SoFi trades, not generic advice.
Asset classes on SoFi
TradeStella journals every asset class you trade on SoFi.
SoFi and TradeStella, answered
Does TradeStella work with SoFi?
Yes. TradeStella imports SoFi trades by file. Export a CSV or statement from SoFi, drop it into the importer, and the SoFi preset maps every fill into your journal.
Is importing my SoFi trades safe?
Yes. File import never touches your SoFi login or funds. You export your own statement and upload it, so TradeStella only ever sees the trade data you choose to share.
Can I track a prop-firm challenge on SoFi?
Yes. TradeStella watches trailing drawdown, daily loss and profit targets against your SoFi account and warns you before you approach a limit, so a challenge is far less likely to blow up on a rule breach.
Does TradeStella import SoFi Stocks trades?
Yes. TradeStella handles every asset class SoFi offers, including stocks. Each trade is journaled, tagged by setup, and included in your analytics and AI coaching.
Related brokers
Other platforms TradeStella supports that trade like SoFi.
