Dashwell Portfolio Creator
Find What Matters, Faster — For Complex Excel & CSV Data
for macOS & iPad
Features
Built for speed — surface the numbers that matter and make timely decisions, whether you’re tracking a portfolio or any other spreadsheet.
Portfolio mode
📊 Portfolio Dashboard
Monitor your investments with customizable widgets and real-time data
📈 Multi-Broker Support
Import positions from Fidelity, Schwab, and other brokers via CSV
💰 Tax Lot Tracking
Track cost basis and gains/losses with FIFO and weighted average methods
📅 Event Monitoring
Track earnings dates, dividend payments, and option expirations
Custom mode
🎨 Custom Dashboards
Turn any CSV or Excel file into its own dashboard — inventories, collections, and more
🗂️ Data Spaces
Create, reorder, and manage multiple named data spaces, each with its own columns and rows
🧩 Smart Columns & Widgets
Column types (Text, Number, Currency, Date, URL, Email) auto-detect on import and power widgets like Data Summary and Date Timeline
📎 Attachments & Receipts
Attach files to any row — receipts, photos, and documents live right alongside your data
🔒 Private & secure — all data stored locally on your device, in both modes. No cloud sync required.
Platforms
Dashwell Portfolio Creator is now available on both Mac and iPad — build dashboards from Excel & CSV data wherever you work.
Available on Mac App Store
Import broker CSVs, track tax lots and options, and build a drag-and-drop portfolio dashboard — 100% local on your Mac.
Available on App Store
The same dashboard tools, rebuilt for iPad with a native touch interface. Import Excel & CSV data and build dashboards on the go.
Import broker CSVs into Portfolio mode, or build Custom dashboards from any table — optional API keys add delayed quotes; your data stays on your Mac unless you enable iCloud sync.
Legal & Support
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.
© 2026 Dashwell LLC · Published by Dashwell Solutions · info@dashwellsolutions.com