№ 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.
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
- 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 inSKILL.md). - 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. - Returns a JSON array:
ticker, qty, price, market_value, avg_cost, cost_basis, as_ofplus 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.



