Per-Firm comparison

The Per-Firm tab compares your brokers head to head. One row per broker, sorted by Net (highest at top by default).

Columns

• Broker — broker name. Click any row to jump to the Broker detail page.
• Spent — costs paid to this broker during the selected period.
• Received — payouts received from this broker during the selected period.
• Net — Received minus Spent.
• ROI — Net divided by Spent, as a percentage. Shows — when you haven’t recorded any costs for that broker. Add costs in Financials to see ROI.
• Total — lifetime account count with this broker (not period-scoped).
• Active — active account count right now.

What’s period-scoped vs. lifetime

The Spent, Received, Net, and ROI columns respect the period selector in the header. Total and Active counts are always current/lifetime — they don’t change when you change the period.