We build focused, privacy-first dashboard apps for business and home.
Our Products
Dashwell Portfolio Creator
macOS & iPad · App Store
Easy dashboard creator for complex Excel & CSV data. Build portfolio and custom dashboards from any spreadsheet — track tax lots, dividends, inventories, and more.
DashCSV
macOS · App Store
The established portfolio dashboard for macOS. Import broker CSVs, track tax lots, and monitor dividends and earnings under the DashCSV App Store brand.
Dashwell: Your Money Assistant
Mac, iPad & iPhone · App Store
Apple Pay and Wallet tracking on iPhone, plus portfolio, banking, and custom dashboards — all synced across your devices with iCloud.
Our Approach
🔒 Privacy First
Your financial data never leaves your device. No accounts, no cloud sync required.
📊 Data You Control
Import your own CSV files from any broker. No proprietary formats or lock-in.
🎯 Focused Tools
Purpose-built apps that do one thing well, without the bloat of all-in-one platforms.
Questions? Contact us or email info@dashwellsolutions.com