Investment portfolio beta testers wanted

Posted last week

Worldwide

Summary

About Us Invezz is an established investment news platform with over one million weekly readers. We are currently building a portfolio tracker that integrates with a wide range of global brokerages using SnapTrade. What We Need We are looking for beta testers who actively use one or more supported brokerages supplied below to help us verify that portfolio data (balances, holdings, transactions) is syncing correctly. All connections are read-only. We follow strict security standards and are AICPA SOC compliant. No trading permissions or fund access is ever granted. Supported Brokerages Upstox, US Bank, Vanguard US, Wealthsimple, Webull Canada, Webull US, Wells Fargo, Zerodha, Kraken, Moomoo, PNC, Public, Questrade, Robinhood, Schwab, Stake AUS, tastytrade, TD Direct Investing, TIAA, TradeStation, Tradier, Trading 212, Transamerica, AJ Bell, Alpaca, Binance, BUX, Chase, Citi, Coinbase, Commsec, DEGIRO, E*TRADE, Edward Jones, Empower, eToro, Fidelity, Interactive Brokers Responsibilities - Connect your brokerage account via SnapTrade (read-only access) - Review imported portfolio data within our platform - Report discrepancies, bugs, or inconsistencies - Provide general usability feedback Requirements - An active account (with history) with at least one supported brokerage - Attention to detail when reviewing financial data - A Telegram account to communicate with the product manager - Ability to communicate feedback clearly Please state in your proposal which of the supported brokerages you currently use, and briefly describe your level of activity (e.g., long-term investing, active trading, crypto, etc.). We look forward to hearing from you!

  • Not Sure
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $5.00

    -

    $15.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
investing
Investment Portfolio Review
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:last week
  • Hires:
    7
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 19, 2019
  • United Kingdom
    Tortola10:11 AM
  • $1.1M total spent
    909 hires, 19 active
  • 22,432 hours

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