Auto Portfolios

Soon makes portfolio creation quick and easy. Either select from the default portfolio, or easily build a custom portfolio from a broader assortment of assets.

Default Portfolio

Across Exchanges

Auto Buying

Soon uses automated investing schedules to spread out your buying over time. It's a sound investing strategy called dollar-cost averaging. Soon allows you to set up the right schedule for the right exchange.

Scheduled Buying

Across Exchanges

Auto Selling

Soon's approach to automated selling is unique in that it is not focused on predicting the future. Soon doesn't believe the best way is to try to predict the future, but rather rapidly respond to opportunities that presen themselves in the present.

Reimburse Spending

Gain Thresholds

Profit Minimums

AI Boost

Profit Check Frequency

Gain Check Window

Liquidation Parameters

Automated Tax Tools

Soon uses automated investing schedules to spread out your buying over time. It's a sound investing strategy called dollar-cost averaging. Soon allows you to set up the right schedule for the right exchange.

Tax Stash

Set Tax Percentage

Tax-Loss Harvesting

Harvesting Destination

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