SoFi Invest is a modern US investing platform offering stocks, ETFs, crypto, and automated investing. Part of the SoFi financial ecosystem with banking, lending, and more.
Gallio helps long-term investors stay on track. Add your holdings, set profit or value goals, and document your investment thesis. Gallio monitors the markets daily and alerts you when your goals are reached.
No API connections, no data sharing. Just a few calm entries.
SoFi makes investing part of your financial life. Gallio makes it goal-driven. Add your holdings, set clear targets, and let Gallio watch the markets so you can focus on everything else.
Open your SoFi Invest app, review your portfolio, and add your positions to Gallio with their average prices. Set your goals and let Gallio handle the daily monitoring.
Because Gallio uses manual entry instead of broker connections, your financial data is never shared with third parties. No API keys, no OAuth tokens, no intermediaries. You stay in full control of what you share and what you don't. It also means our approach works with every broker.
Try Gallio for free