💸

SoFi CSV Import Guide

Learn how to import your SoFi trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your SoFi CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

Tired of Wrestling with CSVs?

Stop manual exports. Sync your SoFi data directly to Google Drive with Sovereign Sync.

About SoFi

Financial services platform with investing features

Required CSV Columns

Your SoFi CSV export must include these columns:

  • Date
  • Symbol
  • Type
  • Quantity
  • Price
  • Total

Sample CSV Format

Date,Symbol,Type,Quantity,Price,Total
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your SoFi account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from SoFi.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the SoFi format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export account statement from SoFi
  • Include all investment transactions
  • Check for proper symbol formatting

Ready to Import Your SoFi Data?

Sign in to Pocket Portfolio and import your SoFi trading data in minutes.

Related Import Guides