A Modern Portfolio Management & Financial Dashboard
for macOS
Available now on the App Store
Monitor your investments with customizable widgets and real-time data.
Import positions from Fidelity, Schwab, and other brokers via CSV.
Track cost basis and gains/losses with FIFO and weighted average methods.
Track earnings dates, dividend payments, and option expirations.
All data stored locally on your device. No cloud sync required.
Create custom views for any CSV data — inventories, watchlists, and more.
Need help or have questions? We're here for you.
or email info@dashwellsolutions.com
Dashwell Solutions is a trade name of Dashwell LLC, a Virginia limited liability company.