BasisPilot
Free investment calculators with transparent formulas
- Built by
- Zephyr Yip
- Category
- Education
- Pricing
- Free
What it does
BasisPilot provides educational investment tools for planning recurring contributions, calculating average purchase cost, sizing positions and exploring stop-loss levels. The calculators are free to use without an account. Published methodology explains calculation assumptions, fees, inflation and rounding. The privacy policy states that financial inputs are processed in the browser; a deliberately created share link may include entered values. The site also has a historical SEC 13F holdings hub and a Form 4 insider-disclosure tracker. These are filing-based research pages, not a live view of portfolios or trades; the Form 4 page currently warns that updates are delayed. The ETF overlap calculator is a development preview using synthetic holdings, not current ETF portfolio data. BasisPilot does not connect to brokerage accounts or provide personalized investment advice. Calculator outputs depend on user inputs and assumptions and do not guarantee investment outcomes.
Information supplied by the founder. Listing review is not a product endorsement. Confirm current pricing and features on the product website.
Published 2026-11-05 · Updated 2026-11-05