Clearbox

Clearbox functions as an automated investment scheduling and tracking platform that executes a rules-based, quantitative value algorithm focused on earnings yield and return on capital, facilitating systematic buying and selling within tax-aware one-year holding periods. Its main features include automated trade alerts via email, customizable screening based on your preferred strategy, precise tracking of transaction timings, and automatic updates for corporate actions like stock splits and dividends, making it suitable for active investors, traders, and portfolio managers seeking disciplined, rules-driven investment workflows without the need for direct order placement or portfolio management.

Clearbox can be found in Subscription Box & Recurring Commerce categories.