SmartValue Pro — Screen Smarter. Invest With Clarity.
The Excel-based investing system that combines SCOREX, SREF, SRL Fit, and the Upswing Signal to turn multiple tickers into a ranked, research-ready short list.
For informational use only. Trade decisions are your responsibility.
What It Delivers
- Ranks your watchlist by fundamentals + growth + momentum.
- Flags oversold bounce setups with SREF.
- Confirms value + timing alignment with Upswing Signal.
- Grades portfolio positions with SRL Fit guidance.
The 4 Models Inside SmartValue Pro
SCOREX
Ranks each stock 0–100 based on strength, growth, and momentum. Higher scores = stronger candidates.
SREF
Rebound readiness score that blends fundamentals, value, RSI, and trend. Outputs both a numeric score and a label like Contrarian Gold or Rebound Ready.
SRL Fit Grade
Simple A–F grade showing how well each stock fits SmartValue logic and allocation targets, making rebalance decisions easier.
Upswing Signal
Timing confirmation that blends valuation, RSI, and moving averages to flag Upside Triggered, Watch, or Early Watch opportunities.
How It Works
- Enter tickers — load multiple symbols into the workbook.
- Run the models — Excel instantly applies SCOREX, SREF, SRL Fit, and Upswing.
- Act with clarity — focus on the highest scores, strongest fits, and upside signals.
No coding. Transparent Excel logic you can understand.
SmartValue Pro
Requirements (DoneEx-compiled): Windows 10/11 (64-bit recommended) and Microsoft Excel 2016 or later (desktop). Not compatible with Mac, Excel Online/Google Sheets, or mobile apps. Requires a free or paid FMP API Key.
License Activation: Purchase is validated within up to 24 hours. Once verified, get your license key at tradewithlogic.com/license-registration/.
Note: For informational use only. No recommendations are provided. You control your own decisions.
Frequently Asked Questions
Does it tell me what to buy?
No. It scores and ranks; you decide what to act on.
Do I need coding skills?
None. The DoneEx-compiled version runs directly in Excel.
Is there a subscription?
No. One-time license — yours forever.