Will SoFi Wealth provide tax-loss harvesting? What do I need to do to make sure I do it?
Been using the investing platform for a few months and am generally happy, but I wish there were better tools for looking at account data. The default graph is pretty useless for measuring growth, as it only shows the account's net value. For someone making routine deposits, that is not very enlightening. Would it be possible to add a graph that simply measures (a) actual capital gains (rather than the value of the account) and (b) percentage growth? Those would be much more interesting tools.
I'd like to share some website feedback:
Whenever I go to the SoFi website, it goes straight to the member dashboard. With the provided links on that page, it's not clear that any of the community resources such as this forum exist.
The majority of members are probably bypassing the website content to go straight to the login, check their balances and make payments on the dashboard, and it's unlikely they will see any of the community links that are accessible from the front page only. It's for this reason that I only recently found out that this forum existed.
I'd suggest integrating some community links into the dashboard to let members know these resources exist. Many members probably access the website via a frequently used link that goes straight to the login and are out of the loop on SoFi's other offerings.