Cake exists to help you be a better investor.  And part of the challenge of being a better investor is, of course, figuring out how to stay on top of the slew of news, activity, etc.

So the team here is pleased to announce a new solution to deal with all of this information:  We’ve upgraded your My Home page to help you keep a pulse on the activity, commentary and insights that are important to you– all on one page.

Let’s take a tour:

A. Pilot, we’ve got a left-hand navigation.  Now your "My" pages and a view of your public profile are just a click away.

B.  Your best and worst holding over the past 30 days are easier than ever to identify.

C.  All of your Network Activity is summarized for you and, once you Log in, you’ll see all the good details right on your page.

D. Your News Feed of daily Network Activity now tells you more about what people are trading, saying, and watching.  You’ll find fresh information in your daily feed, including:

• News of when people you are Following, or people you’re Contacts with, trade, post, or add an item to their Watchlist
• Updates when there’s a new Talk post about a position you’re holding or watching
• Notice when your contacts decide to Follow investors– or add
  them as Contacts, making it easier for you to discover investors
• and more…

To adjust any of your feed or privacy settings, go to Account Settings.

E.  Write a Talk post right from your My Home page.  You see that your friend adds NOSN to his Watchlist.  You ask him why.  Easy as pie.

F.  Enjoy better charts and, after you Log in, an At-a-Glance look at your Net Worth

G.  Our nearly-famous video show, The Slice, can be watched right in your Home page

There are also 35 more brokerages now available!

Please let us know what you think.  Suggestions, feedback, and even complaints — send ‘em to us at feedback@cakefinancial.com.

It’s just math.  That’s what so great about the markets and investing; it’s easy to keep score.  But not for your brokerage firm, apparently.

Brokerage firms are fantastic at sending thick sheets of paper with reams of data about your portfolio.  But do they send you that one critical piece information you absolutely require to be an informed investor, namely your portfolio performance?  How much you actually made or lost?  No.

This is vital information. And calculating your actual total portfolio return
is not easy to do on your own, according to Jonathan Clements, Personal Finance Reporter from WSJ.  There is a great interview with Jonathan on NPR where he answers the unasked question on why brokerage firms do not supply this critical data point.

“It’s obvious: if people really knew how their portfolios
were performing, they would start to ask all kinds of questions like how much paying
in investment costs and how competent their money managers really are.”

Exactly.

At Cake, we calculate your portfolio performance for you, and we do so across all of your brokerage accounts.  We want you to be a more informed investor with insights into your performance, so that you can do better.  You should ask the questions your broker or advisor does not want to answer.

When you link your brokerage accounts to Cake, we automatically calculate your daily, monthly, and year-to-date portfolio performance, as well as your average annual returns. That way you get a complete picture of how you’re doing in the short-term, as well as over long periods of time.  It is one of the most important aspects of your life and you should be as informed about it as you are about how much space is left on your iPod.

It’s just math.  And Cake wants you to know your score.