Curated with by@mohithkumar808

№ 0878Skill

SoFi Active Invest connector for Muse

Read-only browser-based Muse connector that signs into SoFi and reads Active Invest positions including average cost and cost basis, which Plaid does not expose.

sureshsankaran/sofi-muse-connectorREADME ↗

SoFi Connector (browser-based, for Muse)

SoFi exposes no personal investing API, and Plaid withholds cost basis on SoFi
holdings. This connector drives a live browser through SoFi's website to read
the Active Invest (self-directed brokerage) positions table — including
per-position average cost and cost basis.

Read-only. It never places trades, moves money, or changes settings.

How it works

  1. Signs into sofi.com with a saved login from the Secure Vault
    (Cloudflare Turnstile checkbox + SMS/email OTP handled per the standing
    user permissions documented in SKILL.md).
  2. Opens the Active Invest account's holdings page. The holdings table has no
    cost-basis column, so it opens each position's detail page and reads
    "Avg cost" from the "Your investments" section.
  3. Returns a JSON array: ticker, qty, price, market_value, avg_cost, cost_basis, as_of plus cash rows.

Layout

  • SKILL.md — the connector skill (workflow, auth, output contract).
  • references/sofi-notes.md — live-probe notes on SoFi's login page, bot
    defenses, and layout quirks.

Built for Muse personal-agent use.

SoFi Active Invest connector for Muse on github.com

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