SOURCE: Cake Financial

November 19, 2008 08:00 ET

Cake Financial Launches Investor Quick Check; Free Report Offers Instant Visibility Into Your Investment and Retirement Accounts and Provides Ideas for Minimizing Risk and Increasing Returns

SAN FRANCISCO, CA--(Marketwire - November 19, 2008) - Cake Financial today introduced Investor Quick Check™, a free report that offers anyone with investment and retirement accounts a complete assessment of how their investments are performing and generates unbiased ideas about how to minimize risk and optimize outcomes. Cake Investor Quick Check instantly evaluates all online brokerage and retirement accounts and provides insights you can't even get from your brokerage firm. Cake Investor Quick Check takes about 5 minutes to generate and is ideal for end-of-year financial and tax planning.

-- Cake Financial's Investor Quick Check Report helps answer questions like these -- How risky are my investments? How is the market turmoil impacting my retirement? How do I compare to investing benchmarks? Can I do more with my investments? by providing the following information:

-- What kind of investor am I?: The report generates a summary of how your investments have done over time -- going as far back as 10 years -- and calculates your average annual investment return (AAR) for your combined accounts. The AAR is a critical piece of information that you can't get at your brokerage firm or from your advisor. Investor Quick Check then charts your investing performance against the major market indices and identifies your risk profile, instantly giving you important context about how your investment strategy compares to the market.

-- How are my investments doing?: The Investor Quick Check report benchmark's your performance and risk, then analyzes important investing activity including trades per year, average hold time and average number of holdings. Based on this information, the Investor Quick Check gives you a ranking, which is an easy way to assess how you're doing versus other investors.

-- What action do I need to take to meet my investment goals?: After gaining a clear understanding of your financial picture, the Investor Quick Check generates investment ideas that may help optimize performance. Each holding across every investment or retirement account is given a grade and these are then compared to other investor's holdings to provide important context about your investments.

-- Now that I understand my investing picture, I want to share it with others who need to know: After completing the Cake Investor Quick Report, share this valuable information with your financial advisor, tax planner, family, or spouse. Save a copy for your personal records and schedule reminders for future Cake Investor Quick Check updates.

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"In this challenging economy, people are looking for straight talk and clear guidance about their investments," said Steven A. Carpenter, CEO of Cake Financial. "Cake's Quick Check report offers an unbiased, holistic view of a person's investment and retirement accounts and gives them the information they need to understand, and adjust if necessary, their approach."

"Our goal is to offer everyone an unbiased resource for understanding investment performance and demystify investing by providing complete transparency," said Steven A. Carpenter, CEO of Cake Financial. "With Cake, you'll be crystal clear how your investments are performing and you'll be in control of the outcome."

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About Cake Financial

Headquartered in San Francisco, Cake Financial Corporation is an investing website that provides actionable investment ideas based on the historical returns of the Cake Community. Cake offers a complete view of total holdings across multiple brokerage accounts and measures aggregate investing performance as far back as 10 years. Investors compare and share strategies with others while Cake aggregates over one million transactions to generate investment ideas customized to the profile of each investor.

Cake Financial is backed by Alsop Louie Partners and a number of angel investors including Ron Conway of Baseline Ventures, Bay Partners and KPG Ventures. For more information visit

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