SVSS

SVSS workflow • Desktop app → Excel output • Built for disciplined research

See the SVSS Workflow

SVSS is a triage screener. It helps you shortlist “what deserves research” by combining value, quality, confirmation, regime context, and kill-switch protection. It does not try to replace your judgment.

Get SVSS — $4.99/mo Back to SVSS overview
Research Candidate (not “buy now”) Reason codes + transparency Exportable watchlists
Valuation note: “IV” is a base-case estimate. Real outcomes vary with assumptions, so treat IV as a zone (commonly ~±20%) as display guidance only. SVSS calculations use the base IV.

Step-by-step: from ticker list to shortlist

1

Load your tickers

Paste tickers or load a list. SVSS is designed for fast iteration — you can run it repeatedly and compare results over time.

GoalStart with many ideas.
OutputA structured run against the same rules every time.
2

Compute the value anchor

SVSS generates a base-case IV and Margin of Safety (MOS%) — the valuation “anchor” for triage.

Look forMOS% discount (not premium).
ReminderIV is an estimate; treat it as a zone.
3

Score quality & reliability

SmartValue / SCOREX highlight business quality and reliability signals (profitability, efficiency, balance-sheet health).

Look forStrong SmartValue + higher SCOREX tier.
AvoidWeak quality with “cheap” valuation.
4

Require confirmation + context

SREF, trend (50/200), RSI, and Regime Fit help reduce “value traps” and improve timing awareness.

Look forSupportive signals + regime alignment.
ResultBetter shortlist quality, fewer traps.
5

Kill Switch protection

Even if valuation looks attractive, SVSS can flag deal-breakers (negative multi-year trends, leverage stress, etc.) with reason codes.

Look forKill Switch = No (or low severity).
Why it mattersPrevents obvious “cheap for a reason” traps.
6

Export + act like a pro

SVSS exports a one-row-per-ticker Excel file with rankings and explanations. Your “System Action” is Research Candidate — meaning: do the next layer of work.

What you do nextRead filings, thesis, risks, catalysts.
What SVSS doesReduces the list to the best candidates.

The SVSS 60-Second Triage (scan order)

  1. IV (Base Case) + Margin of Safety % (valuation anchor)
  2. SmartValue Score + SCOREX Tier (quality + reliability)
  3. SREF Signal (cash/efficiency support)
  4. 200/50 MA + RSI (technical context)
  5. Regime Signal + Multiplier (market fit)
  6. Kill Switch + Reasons (deal-breakers)
  7. System Action: Research Candidate / Low Priority
Quick rule: SVSS works best when you treat it like a filter: shortlist first, then do deeper research only when the ticker earns it.

Who SVSS is for (and who it isn’t)

SVSS is for you if…

  • You want a consistent, rules-first way to shortlist research ideas
  • You value transparency (tiers, signals, reason codes)
  • You’d rather avoid value traps than chase “cheap” blindly
  • You want Excel output for watchlists and run history

SVSS is not for you if…

  • You want a “buy list” or trade alerts
  • You expect one number to be exact (valuation is a range)
  • You don’t plan to do any follow-up research
  • You’re looking for day-trading tools

FAQ

What does “Research Candidate” mean?
It means the ticker earned a place on your shortlist. SVSS is telling you: “This is worth deeper research.” It is not telling you to buy.
Why not show a single “fair value” as truth?
Valuation depends on assumptions (growth, discount rate, terminal multiple). A base-case IV is useful, but pros treat it as a zone. SVSS keeps a clean base number for consistency and adds ±20% guidance for realism.
Does the ±20% change the SVSS math?
No. It’s display guidance. SVSS calculations use the base IV number to keep results consistent.
What should I do after SVSS flags a Research Candidate?
Read filings, understand the business model and risks, check competitive position, validate cash flow, and decide if the story matches the numbers. SVSS is step one: filtering and prioritization.
Is this financial advice?
No. SVSS is a research organization tool. It applies user-defined rules and outputs structured indicators.

Ready to run your first shortlist?

SVSS is built for disciplined investors who want a consistent process. Subscribe, run a screen, export your list, and focus research where it matters.

Get SVSS — $4.99/mo Read the Column Reference

Disclosure: SVSS organizes research and applies user-defined rules. It does not provide financial advice or recommendations.