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.