Comparing your performance across brokers
When you trade evals across multiple brokers, the question that eventually matters is: which of these is actually working out. Reports answers it three different ways, on three different tabs.
| You want to know | Go to |
|---|---|
| Which broker nets me money | Firms |
| Which individual accounts did best | The lifetime totals table on Lifecycle & Portfolio |
| Whether I’m heading the right direction overall | Cash flow over time on Cash Flow |
Net cash per broker
Reports → Firms is the most direct answer. One row per broker, sorted by Net.
| Column | What it counts |
|---|---|
| Spent | Every cost you have logged against the broker — eval fees, resets, subscriptions, activations |
| Received | Every payout you have recorded from funded accounts on that broker |
| Net | Received minus Spent |
| ROI | Net divided by Spent, as a percentage |
Sort by Net descending to see which brokers you are actually making money on. Sort by ROI to see which give the best return on every dollar you put in.
The tab is lifetime: the period selector shows on the Cash Flow tab alone. To see which brokers you have spent on and been paid by recently, pick 30D or 90D there and read its Share of spend and Share of payouts, useful if you changed strategy or started trading somewhere new in the last few months.
What the Firms tab does not include
- Open accounts you haven’t resolved yet. An active eval you are mid-attempt on has its cost counted, but no payout exists yet.
- Trade P&L on funded accounts that hasn’t been paid out. The balance might be well up, but Received only counts what you actually withdrew.
- Anything you never logged. A reset fee you forgot to add doesn’t show.
A negative net for a broker doesn’t make it a bad broker. It often just means you have unfinished evals there.
The same question at the account level
The lifetime totals table on Reports → Lifecycle & Portfolio gives the same breakdown one account at a time rather than one broker at a time. Sort by Net descending to find your best individual accounts, or by Broker to group them.
That table is always all-time — the period selector does not scope it.
When you want to compare trading, not money
The Trading section on Reports → Firms gives each broker’s expectancy, win rate, profit factor and fees share, over all your synced accounts or the active ones alone (the section’s All accounts / Active only switch). For the direction of your money across all brokers, Cash flow over time on Reports → Cash Flow draws your net cash one bar per day, week or month, so you can see whether it is going up or down; it is money, not trading, and it doesn’t break out per broker. Read the two together with the Firms table and you have both halves of the answer.
Exporting for outside analysis
To slice the data your own way, download the Financials workbook under Settings → Privacy, under Download your data (see Exporting your data): it lists every account with its costs and payouts.