Disclaimer

Not investment advice

Basis is a trading-performance analytics tool. It reconstructs and displays what happened in your accounts and measures it against goals and rules you define. It does not provide financial, investment, tax, or legal advice, and nothing in the product is a recommendation to buy, sell, or hold any security or to pursue any strategy. Every trading and investment decision is solely your own.

Not a broker or adviser

Basis is not a broker-dealer, investment adviser, or financial planner, and is not registered with or licensed by any financial regulatory authority. Brokerage connections are read-only; Basis cannot place trades or move funds.

Trading involves risk

Trading options and securities involves substantial risk, including the possible loss of principal. Options strategies such as cash-secured puts and covered calls carry their own specific risks. You are responsible for understanding those risks before trading.

Past performance is not indicative of future results

Any figures, metrics, or historical performance shown in Basis describe what has already happened. They do not predict or guarantee future outcomes.

Data accuracy

Basis relies on data from your brokerage and from third-party providers, delivered through a connectivity provider. This data may be delayed, incomplete, or inaccurate, and the product is in early access. Always verify important figures against your brokerage’s official records. Do not rely on Basis as your sole source of truth for tax reporting or any decision with financial consequences.

Demo data

Any numbers or visuals shown on the Basis website are synthetic demo data for illustration only. They are not real, actual, or typical user results.

Contact

Questions? Email hello@basisapp.ai.