Privacy Policy

Overview

DashCSV ("we", "us", "our", or "the App") is a portfolio management and financial dashboard application. This Privacy Policy explains how we handle information when you use DashCSV.

Core Principle: DashCSV is a local-first application. Your financial data stays on your device and is not transmitted to our servers.

1. Data Collection

DashCSV collects minimal data:

• Data You Import: Portfolio positions, transactions, and watchlist data that you import via CSV files. This data is stored locally on your device only.
• Market Data: If you configure optional API keys (Alpha Vantage, Tiingo, Massive, FMP), market quotes are fetched from those services. See their privacy policies for details.
• Settings & Preferences: Your dashboard layout, widget configurations, and preferences are stored locally on your device.

What We Do NOT Collect:

• Usage analytics or behavioral tracking
• Hardware information or device identifiers
• Location data
• Browsing history or network activity
• Your email address or personal information (unless you contact support)

2. Data Storage

Local Storage: All financial data is stored in a local SQLite database on your device:

• macOS: ~/Library/Application Support/DashCSV/dashcsv.db
• iPadOS: App Documents directory (sandboxed)

Encryption: Optional files can be password-protected. Passwords are stored in macOS Keychain / iPadOS Secure Enclave.

API Keys: Optional market data API keys are stored in macOS Keychain (not transmitted to us).

iCloud Sync (Optional): You may optionally enable iCloud sync to synchronize your database across devices. This is user-controlled and disabled by default. Encrypted data remains encrypted when synced to iCloud.

3. Data Sharing

DashCSV does not share your data with third parties, except:

• Market Data APIs: If you configure API keys, market data requests are sent to your chosen provider (Alpha Vantage, Tiingo, Massive, FMP). You control which providers receive your requests. Review their privacy policies.
• Apple iCloud: If you enable optional iCloud sync, your encrypted database is stored on Apple's servers. You can disable iCloud sync at any time.
• CSV Imports: Broker CSV data is imported by you and remains on your device.

4. Your Rights & Control

• Export Your Data: You can export your data at any time via CSV or other formats.
• Delete Your Data: You can delete any data locally from your device. Clearing app data removes the database entirely.
• Disable API Calls: You can remove API key configurations to stop sending data to market data providers.
• Disable iCloud Sync: You can turn off iCloud sync in settings to keep all data local.

5. Data Security

We implement security measures appropriate for a local-first application:

• Optional password protection for files
• Keychain storage for sensitive credentials (macOS/iPadOS standard)
• HTTPS for all API calls (when API keys are configured)
• No transmission of data to our servers

Responsibility: You are responsible for maintaining your device security, password strength, and protecting your Keychain access.

6. Third-Party Services

If you configure optional market data API keys, data is shared with:

• Alpha Vantage - https://www.alphavantage.co/
• Tiingo - https://www.tiingo.com/
• Massive - https://www.massive.com/
• FMP (Financial Modeling Prep) - https://financialmodelingprep.com/
• Apple iCloud (if sync enabled) - https://www.apple.com/icloud/

Review their privacy policies before using their services.

7. Children's Privacy

DashCSV is not intended for children under 13. We do not knowingly collect information from children under 13.

8. Contact Us

If you have questions about this Privacy Policy or our privacy practices:

• Email: info@dashwellsolutions.com
• Support Form: Submit a support request

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated "Last Updated" date.