About

Logic over luck • One-time license tools for Excel

About Trade With Logic

We build simple, durable tools that help investors make better decisions — not by predicting the future, but by enforcing a repeatable process. Our products live in Microsoft Excel, use transparent inputs, and avoid subscriptions.

Process > prediction Value + quality + risk Own it outright

Our principles

Keep it simple

Fewer inputs, clearer outputs. If a decision can’t be explained in a sentence, it won’t survive real markets.

Be transparent

Excel first. You see the math, keep the files, and control the process. No black-box subscriptions.

Trust the process

We don’t forecast. We size risk, manage bands around fair value, and let compounding do its work.

How our tools work together

SmartValue Pro

  • SCOREX (0–100) blends fundamentals, growth potential, and momentum
  • SREF (Smart Reversal Efficiency Formula) spots oversold-but-supported names
  • SRL Fit Grade (A–F) shows suitability for rules-based rebalancing

SRL — Smart Rebalance Logic

  • ATR-aware position sizing and guardrails
  • Buy-more / Trim / Rebalance cues around fair-value bands
  • Weekly workflow that enforces discipline over emotion

Who it’s for

Serious DIY investors

You prefer logic over hype, you’re comfortable in Excel, and you value owning your workflow.

Process-driven traders

You want consistent, rules-based actions instead of seat-of-the-pants decisions.

Long-term optimizers

You believe compounding works best when position sizing and rebalancing are disciplined.

Questions? We’re here to help.

Need a feature, have a licensing question, or want to see if SRL + SVP fit your workflow?

Important notice

Trade With Logic provides research tools and a rules-based workflow. We do not offer financial, investment, or tax advice. Past performance is not indicative of future results. Always do your own research and consider your risk tolerance before acting.