Tools built for disciplined DIY investors.
Desktop app • Excel output • Research-first workflow
SVSS — Smart Value Screening System
SVSS is a research triage tool that turns market noise into a clean shortlist by combining valuation, quality, confirmation, and regime context, with a built-in Kill Switch to flag deal-breakers. It does not provide financial advice.
Research Candidate / Review
Excel export (row-per-ticker)
SmartValue + SCOREX
SREF + Regime
Kill Switch reasons
- Best for: rules-based DIY investors who want shortlists + “why”
- Not for: alerts, trade signals, “tell me what to buy”
- Note: requires an FMP data subscription (not included)
More products coming
As new tools are released, they’ll appear here. SVSS is the first product in the Trade With Logic lineup.
Disclosure: These tools help organize research and apply user-defined rules. They do not provide financial advice or recommendations.