Choose the right app for your devices and workflow — all local-first, with no subscription required.
Looking for SheetStand or FormatStand? They're on the Music page.
| Feature | DashCSV | Dashwell Portfolio | Dashwell |
|---|---|---|---|
| Platforms | Mac | Mac & iPad | Mac, iPad & iPhone |
| Portfolio dashboard + broker CSV | Yes | Yes | Yes |
| Tax lots, dividends, earnings | Yes | Yes | Yes |
| Optional BYOK market data | Yes — quotes, ex-div, earnings | Yes — quotes, ex-div, earnings | Yes — quotes, ex-div, earnings |
| Custom Mode dashboards | Yes | Yes (Enhanced Custom Mode IAP) | Yes |
| Excel / Universal ETL import | — | Via Enhanced Custom Mode | Yes |
| Banking & budgets | — | — | Yes |
| Apple Pay & Wallet tracking | — | — | Yes (iPhone) |
| Optional iCloud Sync | — | Mac ↔ iPad | Mac ↔ iPad ↔ iPhone |
| Local-first (data on device) | Yes | Yes | Yes |
| Pricing | Free | Free + optional one-time Custom Mode unlock | One-time App Store purchase |
| Best for | Established Mac portfolio users | Portfolio + custom dashboards on Mac & iPad | All-in-one money assistant across Apple devices |
Questions? Contact us or email info@dashwellsolutions.com