DashCSV User Guide
Version: 4.0.0
Platforms: macOS 15.6+
Getting Started
DashCSV helps you manage and visualize your investment portfolio across multiple brokers.
- Launch DashCSV from Applications (macOS)
- The app will guide you through initial setup
- Import your first portfolio CSV file from your broker
Importing Portfolio Data
To import your positions, transactions, or watchlist:
- Go to File → Import (macOS) or tap the + button (iPad)
- Select your broker or CSV file
- Choose import type: Positions, Transactions, or Watchlist
- Review the preview and click Import
Supported Brokers: Fidelity (verified), Schwab (verified), E*TRADE, Interactive Brokers, and others (via CSV)
Dashboard & Widgets
Customize your dashboard by adding widgets:
- Portfolio Summary - Total value, gain/loss, allocation
- Top Performers - Best and worst performing positions
- Holdings - Detailed position list with prices
- Upcoming Events - Earnings, dividends, options
- Watchlist - Custom tracked symbols
Drag widgets to rearrange. Long-press to remove or customize.
Settings & Configuration
- API Keys - Configure market data providers for live quotes
- Accounts - Manage your linked broker accounts
- iCloud Sync - Enable sync across your Apple devices (macOS and iPad)
- Data Management - Export or clear your data
Configuring Market Data API Keys
To get live market quotes, you can optionally configure API keys from market data providers:
- Alpha Vantage - https://www.alphavantage.co/ (free tier available)
- Tiingo - https://www.tiingo.com/ (free tier available)
- Massive - https://www.massive.com/ (free tier available)
- FMP (Financial Modeling Prep) - https://financialmodelingprep.com/ (free tier available)
Steps:
- Sign up for a provider account
- Get your API key
- In DashCSV Settings, go to API Keys
- Enter your key for your chosen provider
- DashCSV will fetch live quotes automatically
API keys are stored securely in macOS Keychain and are never transmitted to us.
Data Security & Privacy
Your data security is our priority:
- Local Storage: All data stored on your device, not our servers
- Password Protection: Optionally password-protect exported files
- iCloud Sync: If enabled, data is encrypted before uploading to iCloud
- API Keys: Stored in macOS Keychain (not accessible to us)
For complete details, see our Privacy Policy.
Frequently Asked Questions
Can I use DashCSV offline?
Yes! DashCSV works completely offline. Live market data requires internet and configured API keys, but all your local data is always accessible.
How do I export my data?
Go to Settings → Data Management → Export. You can export as CSV for backup or use in other tools.
Can I sync between Mac and iPad?
Yes. Enable iCloud sync in Settings on both devices to synchronize your portfolio data. This is optional and can be disabled anytime.
What CSV format does DashCSV expect?
DashCSV supports CSV files from major brokers (Fidelity, Schwab, etc.). You can also use a generic CSV format with columns: Symbol, Quantity, Price, Account. In Custom Mode, you can use any CSV structure — DashCSV will let you map columns to build your custom dashboard.
Can I delete individual positions?
Yes. Select a position or data item and click Delete, or use Settings → Data Management to bulk manage your data.
How often is market data updated?
Market data depends on your API provider's update frequency. Most providers update quotes during market hours (every 1–15 minutes).
Is there a limit to how much data I can import?
No. DashCSV uses SQLite which can handle millions of positions and transactions. Performance depends on your device's storage.
What if I need help?
Visit our Support page for contact options and additional resources.
For detailed documentation and calculations, visit the home page or contact support.