Integrate Investment Data to Sharesight

$30-250 USD

Closed

Posted 7 days ago

$30-250 USD

Paid on delivery

I need help downloading investment positions from Fidelity, Charles Schwab, and Merrill Lynch in CSV format to Sharesight. The project will be considered complete once all investment positions are successfully downloaded and integrated into Sharesight. Requirements: - Experience with Sharesight - Ability to handle CSV files from multiple sources - Attention to detail for accurate data integration - Capability to provide clear guidance for ease of use Ideal Skills: - Proficiency in data entry and management - Familiarity with financial brokerage platforms - Prior experience with similar data integration tasks Please specify how frequently you can update the data (daily, weekly, monthly).

Project ID: 40540598

About the project

21 proposals

Remote project

Active 6 days ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

21 freelancers are bidding on average $153 USD for this job

@ZohaibRoy

⭐⭐⭐⭐⭐ Integrate Investment Positions from Multiple Brokers to Sharesight ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for help with downloading investment positions from Fidelity, Charles Schwab, and Merrill Lynch to Sharesight. You don’t need to look any further; Zohaib is here to assist you! My team has successfully completed 50+ similar projects for data integration tasks. I will ensure all investment positions are accurately downloaded and integrated into Sharesight. ➡️ Why Me? I have 5 years of experience in data integration and management, particularly with financial platforms. My expertise includes CSV file handling, data entry, and attention to detail for precise data integration. Additionally, I have a strong grip on Sharesight and related technologies, ensuring a smooth process for your project. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Data Integration ✅ CSV File Management ✅ Sharesight Proficiency ✅ Financial Brokerage Knowledge ✅ Data Entry ✅ Attention to Detail ✅ Data Analysis ✅ Problem Solving ✅ Task Management ✅ Client Communication ✅ Data Accuracy ✅ Technical Guidance Waiting for your response! Best Regards, Zohaib

$150 USD in 2 days

5.0

(38 reviews)

6.8

@jvy7802

Hi, this is Jorge from IT GLOBAL SOLUTION LLC (FL, United States). I’ve delivered similar financial data integration work: pulling positions from multiple broker exports, normalizing fields, and pushing clean results into reporting systems like Sharesight. Your goal is clear and centered on accurate, repeatable imports. My approach is to build a small C# data integration service that ingests the three broker CSVs, validates and normalizes them into one internal schema (accounts, security identifiers/tickers/ISINs, quantities, cost basis/adjusted cost, currency, transaction dates, and fees if present), then generates a Sharesight-compatible output with matching column names and formatting. Since broker exports differ, I’ll implement a dedicated CSV parser/mapping module per broker. The pipeline will run schema checks (required columns, numeric/date parsing, duplicate detection) and produce an audit report explaining what changed. After mapping, I’ll export the consolidated CSV in the exact Sharesight import format, or connect via the integration method your Sharesight setup supports. Authentication is only needed for automated retrieval; if you already download the CSVs, I’ll start from your provided files. I’ll keep the code clean, documented, and Git-managed so your team can extend broker mappings over time. Happy to share relevant work and align on the best structure for your needs. Let’s connect and go over the details. Best, Jorge

$140 USD in 7 days