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Tuesday
24Mar2009

Cake Financial

Even with a brokerage account (especially a low-cost one like Zecco), I have found that stock and financial analysis and reporting to be dismal at best.

Just like how mint.com has made financial planning easy and streamlined, Cake Financial does the same for portfolio analysis. You enter your brokerage account info (WARNING: Only for people who believe in the security of 128 bit cipher keys), and Cake Financial downloads your positions and transactions, and compares your performance with a benchmark group that have a similar profile as you. I have tried Covestor, but have found it less intuitive and user-friendly. (Think big pretty icons, clean design and nice charts)

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