Value by Broker

Your current portfolio value, grouped by which broker or exchange each position is actually held at. Unlike Fees by Broker (which tracks cost), this is a balance check — a fast way to confirm the total sitting at each account matches what that broker's own statement shows.

This is especially useful once you're holding the same symbol across two different brokers — Zyvo already consolidates that into one position for Allocation and concentration risk, but Value by Broker lets you see the split back out by account when you need to reconcile balances.