Calculate. Plan. Invest.

Make clearer investment decisions with numbers you can verify.

Free calculators for recurring investing, cost basis, position sizing, stop-loss planning, and ETF overlap—built to show the formula, assumptions, and limits.

Explore calculatorsHow calculations work →
◇ No account required◇ Inputs stay in your browser◇ Formula shown for every result

Live method preview

Risk has a number before a trade has a size.

Account size
$10,000
Risk limit
1.00%
Entry → stop
$50.00 → $47.50
Recommended position40 shares
$2,000 capital required
$100 planned maximum loss

$100 risk budget ÷ $2.50 risk per share

Choose your goal

Start with the question, not the tool.

  1. 01

    Build an investment plan

    See how recurring investments might compound.

    Open DCA Calculator →
  2. 02

    Understand your cost basis

    Combine purchase history and find the break-even price.

    Open Average Cost Calculator →
  3. 03

    Plan trade risk

    Translate a loss limit into a position or stop price.

    Open trade risk tools →
  4. 04

    Compare ETF exposure

    See weighted overlap, shared holdings, and the exposure unique to each ETF.

    Open ETF Overlap Calculator →
  5. 05

    Understand the methodology

    Review the formulas, assumptions, precision, and rounding rules behind every result.

    Review methodology →

Why BasisPilot

Four standards behind every result.

01

Transparent formulas

See the general formula and your numbers substituted into it.

02

Real-world assumptions

Account for fees, slippage, inflation, and whole-share rounding.

03

Private by default

No account. Calculations run locally and inputs are not sent to analytics.

04

Clear limitations

Understand which assumption or constraint controls the result.

Published methodology

Reproducible by design.

Versioned formulas, conservative rounding, visible assumptions, and automated fixed-example checks.

Read our methodology
Formula version
1.0
Precision
32 digits
Reviewed
Aug 5, 2026

Available calculators

Explore our calculators.

01
Plan

DCA Calculator

Project recurring contributions and separate invested cash from estimated growth.

Use calculator →02
Cost

Average Cost Calculator

Combine purchase history or plan a new buy and see the break-even price.

Use calculator →03
Trade risk

Position Size Calculator

Turn an account risk limit and stop price into a position size.

Use calculator →04
Trade risk

Stop-Loss Calculator

Convert a percentage, ATR multiple, or risk budget into a stop price.

Use calculator →05
Portfolio

ETF Overlap Calculator

Compare two ETFs by weighted overlap, shared holdings, and unique exposure.

Use calculator →

BasisPilot Guides

Understand the numbers before you act.

Read clear explanations of formulas, assumptions, break-even rules, position sizing, and portfolio planning.

Read all guides →