Investment Portfolio Data Entry Assistance

Job ID: 39233200

Budget: $15 – $25 USD

I'm setting up my complete personal investment portfolio in Portfolio Performance software and need help with data entry. The task involves reviewing statements from various investment platforms I've used over the years and accurately entering the data into the software. This work is somewhat similar to bookkeeping. I'm open to answering any questions about the details. Thank you!

https://www.portfolio-performance.info/en/

https://youtu.be/df0Rb3k0VSA?si=l-mVBYXA7U-dttf5

You will be dealing with data from:
- Stocks and shares
- Cryptocurrencies
- Mutual funds
- Gold/Silver

Ideal skills and experience for the job:
- Proficiency in data entry
- Familiarity with bookkeeping
- Experience with Portfolio Performance software is a plus
- Attention to detail
- Ability to handle data from diverse investment platforms
Related categories: Data Entry Accounting Bookkeeping