Method version 1.0
Calculation methodology
Every BasisPilot result should be reproducible from the published formula, the entered values, and a stated rounding rule.
Calculation standards
Financial arithmetic uses a 32-digit decimal model. Internal values retain more precision than displayed values; formatting is applied only at the output boundary.
Recurring investment rates
We convert annual net returns to effective periodic rates: (1 + annual net rate)^(1 ÷ periods per year) − 1. We do not divide an annual rate by 12.
Fees and inflation
Management fees reduce the annual return assumption. Inflation-adjusted values divide the nominal ending value by compounded inflation over the selected horizon.
Position rounding
Share counts are rounded down. This prevents display rounding from producing a position above the selected risk or capital limit.
Review record
Calculation logic is checked against published fixed examples and automated tests. Reviewed August 5, 2026. BasisPilot does not claim review by a financial adviser.