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View the Current Value of your Shares

If the company has added a valuation to their Cake account, you can view an estimated value for your shares directly in your portfolio.

View your share value

  1. Log in at app.cakeequity.com/portal.

  2. Click Portfolio in the main menu.

  3. Click View to see your holdings.

  4. Find the Shares tab (this only appears if you hold multiple types of securities).

  5. Your estimated value is shown based on the company's most recent valuation.

Value not showing?

If you can't see an estimated value, the company may not have added a valuation yet. Contact them directly to ask, Cake can't add valuations on their behalf.