BasisPilot guides
Clear explanations for the numbers behind a decision.
Short, source-backed guides explain formulas, assumptions and limitations without turning a calculator into a recommendation.
Risk-Reward Ratio and Break-Even Win Rate
How planned risk, reward, fees, slippage and win rate fit together.
Position Size vs Stop-Loss
Why the stop usually comes first, and how account risk determines shares.
Trade Expectancy Formula
Calculate expected value per trade in dollars or R-multiples.
How Much Should I Invest Monthly to Reach a Goal?
Solve for recurring contributions while making return assumptions visible.
How to Rebalance a Portfolio With New Contributions
Move toward target allocations with new cash instead of selling.
How to Calculate Average Stock Cost With Fees
Use weighted acquisition cost, fees and share quantity to track average cost.
The 1% Risk Rule in Trading
Calculate maximum risk per trade and translate it into a position size.
How Many Shares Should I Buy?
Calculate share quantity from account risk, entry price and stop distance.
What Is ETF Overlap and How Much Is Too Much?
Measure shared holdings, weighted overlap and hidden concentration.
How to Calculate Average Cost After Buying More Shares
Use a weighted average to calculate cost after adding shares.
How to Calculate Stop-Loss Percentage
Convert entry and stop prices into stop distance and account risk.
How to Read a 13F Filing
Read reported positions, weights and quarter-over-quarter changes correctly.
What Is a 13F Filing?
Understand what Form 13F reveals—and what it leaves out.