About Dashwell Solutions

We build focused, privacy-first financial tools for individual investors.

Our Products

Focused apps, one mission — your data stays on your device.

Dashwell Portfolio Creator

macOS & iPad · App Store

Portfolio management & financial dashboard for macOS. Import positions from any broker, track tax lots, monitor dividends and earnings.

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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.

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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.

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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

Dashwell Solutions is a trade name of Dashwell LLC, a Virginia limited liability company.