FinDash

A Modern Portfolio Management & Financial Dashboard

for macOS · iPad — coming in a future release

Available now on the App Store

Features

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

Beyond portfolios, build custom dashboards for any CSV data — inventories, trackers, and more

Need help or have questions? We’re here for you.

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