Smart Rebalance Logic

Excel • One-time license • No subscriptions

SRL — Smart Rebalance Logic

A rules-based portfolio manager for value investors. SRL sizes positions, flags undervaluation, and guides disciplined buy-more / trim rebalancing toward fair value — so you can compound without guessing.

ATR-aware position sizing Undervaluation signals & actions SRL Fit Grade (A–F)

Built for Microsoft Excel on Windows. The compiled version runs only on Windows (compatible with Windows 10 and Windows 11) and requires Microsoft Excel 2007 SP3 or later (Excel 2010 SP2, 2013, 2016, 2019, or Office 365). Delivered as a compiled application. Requires a one-time license activation (email + machine ID). Your license is perpetual — yours forever.

What SRL does

Size Positions with ATR

Volatility-aware sizing so each position risks a similar amount — not the same dollars.

  • ATR-based initial size & adds
  • Guardrails for max allocation
  • Simple inputs, strong risk control

Lean into Undervaluation

When a holding trades below fair value and within bands, SRL suggests incremental adds.

  • Buy-more/trim logic
  • Clear bands around fair value
  • Works with your valuation inputs

Stay Disciplined

Automates the routine so you stick to the plan — especially when emotions want otherwise.

  • Repeatable weekly workflow
  • Action list + status flags
  • SRL Fit Grade highlights best candidates

How it works

1) Add your holdings

Tickers, shares, cost basis, your fair-value estimates, and basic risk inputs.

2) Review the cues

SRL generates “Buy more / Trim / Rebalance” suggestions based on bands and sizing.

3) Execute & repeat

Make the moves, log the changes, repeat on a cadence. SRL enforces process over prediction.

SRL Fit Grade (A–F)

Not every stock benefits from reversion-to-value rebalancing. SRL grades each name on how well it participates in the strategy so you can focus capital where the process has the best chance to work.

  • A–B: Excellent fit for SRL rebalancing
  • C: Usable with caution
  • D–F: Poor fit — consider alternatives

Best with SmartValue Pro

Use SRL Solo

Bring your own fair values and holdings. SRL handles sizing, bands, and actions.

Buy SRL — $59

Bundle: SVP + SRL

Find ideas with SmartValue Pro (SCOREX, SREF, Fit Grade) and manage them with SRL.

Get the Bundle — $69