From sign-up to your first session
Pick your plan
Sign up in about two minutes. Your mobile and email are verified with a one-time code.
Connect your broker
Your plan includes a dedicated cloud server with its own static IP. You whitelist it once with your broker.
Set your Risk Profile
Capital, risk per trade and per day, stoploss, targets and locks. Every protection is off until you switch it on.
Start your session
One tap each morning. Orders and exits run only while it is on, and you can stop at any time.
Connecting a broker for the first time? Read the guide or see what your broker asks for.
With a Research Analyst, or on your own decisions
Same protection, same app.
Follow a Research Analyst
Your SEBI-registered Research Analyst's recommendations, executed on your account while your session is on.
- Auto-execution, sized to your capital
- Your exits by your Risk Profile
- Model portfolio rebalancing, where your analyst offers it
Trade on your own
A direct account for traders who make their own decisions: no adviser, every tool.
- Fast order ticket with Risk Profile protection
- Strategy Baskets for spreads and hedges
- Day profit control and loss limits
Invest for the long run
Delivery orders settle in your own demat account and can be held as long as you like.
- Delivery (CNC) for equity
- Trailing stoploss that follows the price up
- Portfolio view on the phone
Your Trading Risk Profile runs every exit
21 controls, set once and applied to every trade. Every protection is off until you switch it on.
Size every trade
Capital & allocation · Max risk per trade · Product per segment
Cut losses by rule
Fixed stoploss · Trailing stoploss · Breakeven guard
Lock in profits
Three targets · Locking rules after each target · Profit giveback guard
Control your day
Max risk per day · Day profit control · Max open positions & orders per day
Execution quality
Market or limit exits · Limit price trailing · Scheduled square-off
Emergency control
Kill switch · Daily session
Protect every basket
Max loss per basket · Max profit per basket · Lock and trail basket profit · If an adjustment leg is refused
Your account, your rules, your switch
Your money never leaves your broker
Funds and shares stay in your own broker and demat account. We never hold money or securities, and never pool orders.
Dedicated server, static IP
Each account gets its own cloud server and IP, in line with SEBI's framework for retail algorithmic trading.
A session you start each day
Nothing is sent unless you start today's session. It ends on its own every night.
Kill switch
One switch blocks every new order. Exits stay allowed, so you can still close what is open.
Verified and recorded
A one-time video verification, and a full record of consents, sessions and orders.
Secrets stored encrypted
Your broker API secret, PIN or password, TOTP secret and session token are stored encrypted, and used only to send your orders to your broker.
Questions people ask first
Is ConnectBridge an investment adviser?
No. ConnectBridge is technology. It sends orders to your own broker account — your Research Analyst's recommendations if you follow one, or the orders you place yourself — and applies the risk rules you set. It gives no investment advice, no tips and no recommendations, and promises no returns.
Who holds my money and shares?
Your money and your shares stay in your own broker and demat account at all times. ConnectBridge never holds funds or securities and never pools orders. You log in to your broker yourself, and you can disconnect at any time.
Do I need a Research Analyst?
No. Open a direct account and trade on your own decisions with the full Trading Risk Profile, the order ticket and Strategy Baskets. If you already follow a SEBI-registered Research Analyst, their recommendations can be executed on your account automatically while your session is on.
Which brokers can I connect?
Zerodha, Angel One, Upstox, Dhan, Alice Blue, Kotak, IIFL, SMC and Groww today, with more being added. You keep your existing broker account — nothing to open or move.
Why a dedicated server with a static IP?
Under SEBI's framework for safer retail participation in algorithmic trading, orders sent through a broker's API are expected to come from a registered, static IP address. Your plan includes a dedicated cloud server with its own static IP; you whitelist it once with your broker.
What happens when I'm not watching the screen?
While today's session is on, your stoploss, trailing, targets, locks and day limits run by your rules. You can stop everything with the kill switch at any time. Software, networks, brokers and exchanges can still fail or slow down — so keep an eye on your positions, and keep your own stoploss with your broker where you need one.
Can I place my own orders and hedges?
Yes. The order ticket places single orders with the same Risk Profile protection, and Strategy Baskets place spreads, straddles, iron condors and other multi-leg positions in one go — buy legs first, sell legs after.
Can I set a max loss for a whole basket?
Yes. Basket protection adds up every leg of a basket and sends every open leg for closing when the basket's loss or profit reaches your number, or when its profit falls back to a lock that rises as the profit grows. Set one rule for every basket on your Trading Risk Profile, and give any basket you place its own limits; whichever is reached first closes it. Exits are market orders, so a fill can be worse than the limit when prices gap.
How do plans work?
Plans are prepaid for the period you choose — weekly to yearly — with no automatic debit. Your plan is activated the moment the payment is confirmed. GST is added at checkout, and refunds follow our Cancellation & Refunds Policy.
Is there a phone app?
Yes — install ConnectBridge on your home screen from the browser on Android or iPhone in two taps. No app store, nothing to update. Orders, positions and portfolio are built for the phone.