Decision Guide
Find Your Path on the Robo Stock Trading Platform
Pick the requirement that matches you - the diagram shows exactly which setup and plan tier fits.
flowchart TD
A["Customer on ksemaglobal.com"] --> Q{"Requirement?"}
Q -->|"Price/News Alerts only - no org, no broker"| RC
Q -->|"Market analysis and News Alerts"| ST
Q -->|"Alerts + own org, quote APIs"| BR
Q -->|"Broker with API - manual orders"| SV
Q -->|"Broker with API - auto trading"| GD
Q -->|"Broker with API - high frequency"| PL
subgraph RC["ROBO COMMUNITY - No Installation"]
R1["Register on live community site"] --> R2["Built-in Quote and News feeds
up to 20 symbols, all sessions"]
R2 --> R3["Email Dip-Recovery / Breakout alerts
+ 1/day stock news"]
end
subgraph ST["STARTER - Market Analysis"]
S1["Install Robo App in your org"] --> S2["Integrate multiple Stock / News APIs"]
S2 --> S3["Chat GPT - Market Analysis"]
end
subgraph BR["BRONZE - Alerts, AI and Market APIs"]
B0["All Starter features included"] --> B1["Install Robo App in your org"]
B1 --> B2["Connect Quote API
Schwab / TwelveData / Zerodha pre-configured"]
B2 --> B3["100+ symbols - Mobile / Push alerts"]
end
subgraph SV["SILVER - Bulk Manual Execution"]
V0["All Bronze features included"] --> V1["Broker API connected"]
V1 --> V2["Define Buy Ranges
e.g. buy 100 on 5% drop, 200 on 10%"]
V2 --> V3["1-Click Bulk Orders"]
end
subgraph GD["GOLD - Fully Automated Trading"]
G0["All Silver features included"] --> G1["Pre-built buy/sell algorithms:
AI-Prompt / Rebound / RSI / Price / Volume"]
G1 --> G2["Constant or Dynamic Trailing %"]
G2 --> G3["Price/Volume Circuit Breaker - auto sell-off"]
end
subgraph PL["PLATINUM - High-Frequency Speed"]
P0["All Gold features included"] --> P1["High-speed scan / order execution ~10s"]
end
classDef decision fill:#fef3c7,stroke:#d97706,color:#0b192c;
classDef terminal fill:#d1fae5,stroke:#059669,color:#0b192c;
classDef action fill:#e0f2fe,stroke:#0ea5e9,color:#0b192c;
classDef include fill:#ccfbf1,stroke:#0d9488,color:#0b192c,stroke-dasharray:5 5;
class Q decision;
class R3,S3,B3,V3,G3,P1 terminal;
class B0,V0,G0,P0 include;
class R1,R2,S1,S2,B1,B2,V1,V2,G1,G2 action;
Just want market analysis and multiple News Alerts?
Starter plan - install the Robo App in your org, integrate multiple stock and news APIs, and get Chat GPT-powered market analysis.
Starter
Just want price/News alerts?
Join the Robo Community - no installation, built-in quote and news feeds, email alerts for dip-recovery and breakout moves. Need more symbols or mobile alerts? Install the app in your org and pick Bronze.
Robo Community / Bronze
Brokerage with API + orders?
Connect your broker's REST API (Schwab pre-configured) and pick your execution style - 1-Click bulk orders on Silver, fully automated AI algorithms on Gold, or ~10s high-frequency execution on Platinum.
Silver / Gold / Platinum
Setup and User Guides
| Guide |
Applies To |
Purpose |
|
Setup and User Guide - ZeroSetup (Community Plan)
|
Robo Community1 User |
Instant access - register on the community site and start getting price and news alerts. No installation, no org, no broker needed. |
|
Setup Guide-TwelevData/Other-Quote API's
|
StarterBronze10+ Users |
Connect free market data and quote APIs for alerts and analysis - no brokerage account required. |
| Connect with Broker - choose one auth method |
|
Setup Guide-Broker-NamedCredentials
|
BronzeSilverGoldPlatinum1-10 Users |
OOB Salesforce Named Credentials - best for customer having multiple brokerage accounts under one household. |
| OR |
|
Setup Guide -Broker-CustomAuthorize
|
BronzeSilverGoldPlatinum1-10 Users |
Per-user broker authorization - each user connects and manages their own brokerage account inside the same org. Best for Employees, Friends, and Family |
|
User Guide and Training Manual
|
BronzeSilverGoldPlatinum |
For all installation plans. Day-to-day trading usage - buy ranges, 1-Click orders, automation settings, trailing % and circuit breakers. |