Dashwell User Guide

Four Modes, One App

• Portfolio — a consolidated, cross-mode dashboard: the “look here first” view pulling in widgets from Stocks, Banking, and Custom.
• Stocks — broker holdings, positions, options, dividends, and reports (this is the mode DashCSV and Dashwell Portfolio Creator built their name on).
• Banking — cards and bank statements: a checkbook-style register per account, categorization, monthly/annual budgets, and reconcile — with optional automatic Apple Wallet capture on iPhone.
• Custom — turn any CSV into its own dashboard (inventories, collections, project trackers, and more). Included at no extra cost.

Getting Started

1. Launch Dashwell on Mac, iPad, or iPhone
2. If you have Dashwell Portfolio Creator or DashCSV installed, your database and API keys copy over automatically on first launch
3. Otherwise, import your first CSV — a broker positions export, a bank/card statement, or any data file — and Dashwell routes it to the right mode

Importing Your Data

Every mode is CSV-first — nothing requires a purchase or a cloud account to get started:

• Stocks: import broker positions (Fidelity and Schwab auto-detected) and optional transaction history
• Banking: import a card or bank statement CSV — Apple Card exports are auto-detected — or connect Apple Wallet on iPhone for automatic capture
• Custom: import any CSV; Dashwell detects column types and a unique-key column automatically

Apple Wallet Bank Sync & iCloud Sync

On iPhone, connect Bank Sync (Settings → Bank Sync) to download new Apple Card, Apple Cash, and Apple Savings activity into Banking mode automatically, using Apple’s on-device FinanceKit framework — nothing leaves your device during capture. It’s included with Dashwell, no separate purchase.

Enable optional iCloud Sync to keep Portfolio, Stocks, Banking, and Custom data aligned across your devices — off by default. A single sync status pill, visible from every screen, shows sync status and runs a one-tap Sync All (on iPhone, Wallet capture first, then iCloud). Dashboard widget layout and API keys always stay per device.

Settings & Configuration

• API Keys — optional market data providers for live quotes (Alpha Vantage, Tiingo, Massive, FMP — all free-tier)
• Accounts & Registers — manage broker accounts (Stocks) and banking registers, including hide/deactivate/delete with a totals-inclusion toggle
• iCloud Sync — create or join a cloud environment; choose Editor or Viewer
• Bank Sync (iPhone) — connect, pause, disconnect, or reset Apple Wallet capture

Data Security & Privacy

• Local-first: all data stored on your device, not our servers
• Apple Wallet data is processed entirely on-device via Apple’s FinanceKit — Dashwell never sees or transmits it
• iCloud Sync, when enabled, uses your own private CloudKit container
• API keys are stored in Keychain, never transmitted to us

For complete details, see our Privacy Policy — one policy covers Dashwell, Dashwell Portfolio Creator, and DashCSV.

Frequently Asked Questions