Integrate Investment Data to Sharesight

Job ID: 40540598

Budget: $30 – $250 USD

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).