DashCSV
Finance
Only for Mac
Free · In‑App Purchases
Mac
Now with verified Schwab & Fidelity imports—more brokers in verification. 100% private and local, no subscription. A synced iPad version is in the works. UI improvements
DashCSV turns your broker's Comma-Separated Values (CSV) exports into a powerful financial dashboard — entirely on your Mac. No subscription, no account, no data sharing. Your portfolio stays local, private, and always under your control.
IMPORT FROM YOUR BROKER
Drag in a CSV and DashCSV instantly recognizes the format. Imports from Charles Schwab and Fidelity are fully verified. Support for additional brokers — such as E*TRADE, Vanguard, Interactive Brokers, and Robinhood — is actively in the verification process and improving with every release. Positions become the authoritative data source; transactions are optional.
CUSTOMIZABLE DASHBOARD
Build your ideal view with drag-and-drop widgets:
• Portfolio Summary — total value, cost basis, gain/loss, day change
• Top Movers — biggest winners and losers over any timeframe
• Allocation Chart — portfolio distribution by symbol or sector
• Universal Events — dividends, earnings, and option expirations in one timeline
• Performance Metrics — compare accounts and sectors side by side
• Options Expiring — color-coded urgency for approaching expirations
Every widget shows exactly where its data comes from: imported file, live API, or cache.
MULTI-ACCOUNT & OPTIONS SUPPORT
Manage Taxable, IRA, Roth IRA, 401(k), HSA, and 529 accounts together. DashCSV automatically normalizes all option symbol formats (OSI, Compact, Schwab) so your options data is always clean, even when imported from different brokers.
TAX & COST BASIS
Choose FIFO or Average Cost basis methods. Full tax lot tracking gives you the detail you need for year-end planning.
OPTIONAL LIVE MARKET DATA (BRING YOUR OWN KEY)
Connect free API keys from Alpha Vantage, Tiingo, FMP, or Massive to unlock live quotes, historical performance, dividend ex-dates, and upcoming earnings. 99% of features work without any API key.
CUSTOM MODES
DashCSV isn't just for portfolios. Create custom modes to track anything with a CSV — inventory, collections, subscriptions, real estate. Attach PDFs, images, and documents to any row.
PRIVACY FIRST
All data stored locally in SQLite. API keys secured in macOS Keychain. No telemetry, no account required.
COMING SOON
A companion iPad version is in active development, with iCloud sync to keep your portfolio in step across your Mac and iPad.
DashCSV is a portfolio organization and analysis tool, not investment advice. Brokerage exports vary; always verify imported figures against your official statements.
Requires macOS 15.6 (Sequoia) or later.
Use of this app is subject to the Terms of Use at app website
- This app hasn’t received enough ratings or reviews to display an overview.
This update fixes tipping and improves reliability.
• Fixes an issue where choosing a tip amount could briefly flash and return to the tip screen without completing. Leaving a tip now works as expected.
• Tips that need approval or are interrupted (for example, Ask to Buy) now finish automatically once approved.
• Stability and polish improvements throughout.
Thank you for using DashCSV — if it has been helpful, the optional Tip Jar is up and running again.
The developer, Terence Beck, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Terence Beck
- Size
- 9.2 MB
- Category
- Finance
- Compatibility
Requires macOS 15.6 or later.
- Mac
Requires macOS 15.6 or later.
- Mac
- Languages
- English
- Age Rating
13+
- 13+
- Contains
User-Generated Content
- In-App Purchases
Yes
- Coffee $4.99
- Small Tip $2.99
- Lunch $7.99
- Copyright
- © 2026 Dashwell LLC