SoFi | Read-only data | Secure connection
Connect SoFi to Quadratic
Import your SoFi banking, investing, and loan accounts to track high APY earnings, monitor investments, and build comprehensive financial dashboards.
Get Started FreeSoFi is a leading fintech company offering banking, investing, lending, and more in one integrated platform. Connect your SoFi accounts to Quadratic to get a complete view of your financial life and make data-driven decisions across all your SoFi products.
SoFi data in Quadratic
Read-only balances, transfers, and transactions
Cash flow
$7,842
Income
+18%
Savings
+$1,240
Connected accounts
8
Transactions
2.4K
Read-only access
On
Recent activity
Quadratic table
Turn financial data into a live spreadsheet workflow.
Connect SoFi once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
Connect SoFi Checking and Savings with high APY tracking.
Import SoFi Invest brokerage and robo-advisor data.
Monitor SoFi student loan refinancing payments.
Track SoFi personal loan and mortgage data.
Analyze SoFi Credit Card rewards and cash back.
Secure SoFi connection with read-only data access.
Analyze the financial workflows that matter most.
Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.
High APY Tracking
- Monitor SoFi's competitive savings APY earnings.
- Track interest accumulation with direct deposit bonuses.
- Compare earnings to traditional bank accounts.
Investment Portfolio
- Import SoFi Invest Active Investing holdings.
- Track SoFi Automated Investing performance.
- Monitor cryptocurrency positions.
Loan Management
- Track student loan refinancing payments.
- Monitor personal loan payoff progress.
- Analyze total interest savings from refinancing.
SoFi Ecosystem
- See all SoFi products in one unified view.
- Track SoFi member benefits and rewards.
- Monitor credit card cash back earnings.
Ask AI in plain English
Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.
Keep logic editable
Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.
Stay in control
SoFi connections are read-only, encrypted, and built for secure financial data access.
Start building better financial dashboards today.
Frequently asked questions
How do I connect my SoFi account to Quadratic?+
In Quadratic, go to Connections, select SoFi, and sign in with your SoFi credentials to establish a secure, read-only connection to your accounts.
Which SoFi accounts are supported?+
All SoFi products are supported including SoFi Checking and Savings, SoFi Invest (Active and Automated), SoFi Credit Card, student loans, personal loans, and mortgages.
Can I track my SoFi high APY earnings?+
Yes. Your transaction history includes interest payments, allowing you to track and visualize how much you're earning from SoFi's competitive rates.
Does Quadratic support SoFi Invest?+
Yes. Both SoFi Active Investing and Automated Investing accounts can be connected to track portfolio performance alongside your banking data.
Can I analyze my student loan refinancing?+
Yes. SoFi student loan data shows payment history and balance, allowing you to track payoff progress and calculate total interest savings.
Is connecting my SoFi account secure?+
Yes. Quadratic uses secure authentication for your SoFi connection. Your SoFi credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
