Setup Guide
From onboarding to live execution.
Setup is currently onboarding-assisted — ORB enables your access after you request it, rather than through self-service signup. Here is what each tier sets up and what to expect from request to your first live session.
Before you begin
- 01
Approved onboarding email
Customer Portal access is granted to the email used during onboarding. ORB does not issue or store customer passwords.
- 02
Product access enabled
Your Lite, Full, or Pro access is enabled after onboarding and plan confirmation.
- 03
TradingView / PickMyTrade readiness
For TradingView Lite or Full, you need access to TradingView and PickMyTrade — or the execution bridge required for your setup.
- 04
Risk parameters prepared
You are responsible for defining account risk, contract size, daily limits, and prop-firm rules before live use.
Setup by tier
What each tier sets up.
Lite is self-guided, Full is assisted, and Pro is managed. All tiers are enabled manually after onboarding and plan confirmation — see pricing & plans for full details.
TradingView Lite
Self-guided TradingView setup for a single NQ/MNQ profile.
Best for traders who already understand TradingView alerts and want a lower-cost, self-guided setup for one NQ/MNQ profile.
- You create your TradingView alerts
- 1 NQ/MNQ profile
- Basic relay status & diagnostics
- Self-managed strategy settings
- PickMyTrade / execution setup is self-service
- Web Panel: Lite status page
- Support: docs & setup checklist
No bot controls, Emergency Close, or live PnL / trade history.
TradingView Assisted
Assisted diagnostics, review, and validation — not done-for-you setup.
Best for traders who want TradingView automation with assisted setup review, relay diagnostics, and demo validation before going live.
- Assisted TradingView setup review
- Up to 5 symbols
- Advanced relay status & diagnostics
- Assisted strategy & alert review
- Basic PickMyTrade / execution validation
- Telegram relay / setup alerts
- Web Panel: diagnostics + static PnL report
No Python bot controls, managed runtime, or Emergency Close. Full helps you detect misconfiguration and validate delivery — it is not full done-for-you setup.
Managed Bot Pro
Managed bot infrastructure with full Web Panel operations and prop / execution assistance.
Best for traders who want managed bot infrastructure, Web Panel operations, reporting, and advanced execution support.
- Managed bot infrastructure
- Multi-symbol / custom support
- Full managed strategy settings
- Admin-enabled START / STOP / PAUSE / RESUME
- Admin-enabled Emergency Close
- Live bot reports + history
- Full Telegram bot-ops alerts, low-latency VPS path
The onboarding path
What to expect, step by step.
Request access
There is no self-service signup. Start onboarding from the contact page — tell us your target instrument(s), the tier you want (Lite, Full, or Pro), and whether you would like Setup Assistance. ORB reviews fit manually, confirms your package, and sends onboarding instructions. Access is enabled by ORB, not created by you.
Portal access enabled
Once onboarding is confirmed, Customer Portal access is enabled for your approved onboarding email. Sign-in is handled by an external access provider using an email one-time code.
ORB does not issue or store a password — there is nothing to create or reset.
Plan confirmation
Your Lite, Full, or Pro tier is turned on after plan confirmation. Each tier enables a different level of setup support, Web Panel access, and bot operations — see the breakdown above.
TradingView, PickMyTrade & execution readiness
Set up the pieces your tier requires: your TradingView account and alerts, PickMyTrade or the execution bridge, and your broker or prop account. Lite is self-guided, Full adds assisted review, Pro is managed.
TradingView, PickMyTrade, broker, and prop-firm accounts are your own third-party accounts.
Validate in demo
Confirm delivery end to end — TradingView alert → relay → execution — in demo before going live. Full includes assisted diagnostics; Pro includes operator-led validation. Verify your risk settings, contract size, and daily limits.
Demo validates the full path with no live risk — configuration errors surface before any real order.
Go live and monitor
Live is enabled only after your explicit approval — never automatically. You remain responsible for account risk, your own third-party accounts, position monitoring, and live trading decisions. Pro adds admin-enabled bot controls — START, STOP, PAUSE, RESUME, and Emergency Close — plus live reporting.
Security & credentials
Keep your credentials safe.
Do not send passwords, API keys, tokens, brokerage credentials, or prop-firm login details by email or through the public contact form.
Sensitive configuration is handled only through the approved setup process and the appropriate account/provider interfaces. ORB does not issue or store your passwords. ORB is software for your own accounts — it is not a broker and does not custody funds.
Setup Assistance — $199 one-time
Want it done with you?
Setup Assistance is an optional, one-time service — separate from your monthly subscription unless a custom offer includes it. We can create or review your TradingView alerts, walk through PickMyTrade and execution configuration, validate in demo, run a live-readiness checklist, check prop-account routing, review your risk and profile setup, and supervise your first live session.