Getting Started with Fortiris

Welcome to Fortiris. This guide takes you from sign-up to your first risk review.

What Fortiris Does

Fortiris analyzes your trading history to show how durable your trading process is, not just how much profit it produced. It focuses on:

• Behavioral risk - overtrading, revenge trading, and tilt patterns
• Drawdown exposure - how close the account is to a critical drawdown event
• Capital durability - whether the account is staying structurally stable
• Consistency and discipline - sizing, session behavior, and concentration

Fortiris does not place trades, sell signals, or manage accounts. It is a risk analytics platform.

Step 1 - Create Your Account

1. Visit fortiris.app and click Get Started.
2. Sign up with your email or Google account.
3. Verify your email if prompted.
4. Complete onboarding and open your dashboard.

Step 2 - Choose a Plan

Fortiris uses four retail plans:

Monthly retail plans include a 7-day trial for eligible users. If you have already used a trial for a plan, checkout for that plan starts at the paid rate.

Step 3 - Create a Trading Account

A trading account in Fortiris represents one of your actual platform accounts.

1. In the dashboard, click + New Account.
2. Fill in:
   • Account Name: anything that helps you identify it (for example, Evaluation Account - 100K)
   • Platform: select your trading platform
   • Account Type: Personal, Prop Challenge, or Prop Funded
   • Currency: the account base currency
3. Click Create Account.

Starter includes 1 account connection, Growth includes up to 3, Pro includes up to 7, and Elite includes unlimited accounts.

Step 4 - Connect Your Trading Platform

With an account created, open Connections and add a connection that matches your platform:

If auto-sync is unavailable for your setup, use manual file upload in Imports as the fallback path.

Step 5 - Read Your First Risk Review

After your first sync or upload completes:

1. Open Overview.
2. Review your Stability Score - a composite measure of account durability.
3. Review the individual risk modules.

Core Modules

• CPI - Capital Preservation Index: how much capital remains relative to the account path
• RDC - Risk Discipline Coefficient: whether trade sizes are consistent and proportional
• BVI - Balance Vulnerability Index: how much critical drawdown pressure is building
• LCS - Loss Clustering Score: whether losses are compressing into dangerous streaks

Advanced Modules

• SRD - Session Risk Deviation: which trading sessions are helping or hurting
• DCP - Drawdown Control Profile: whether you stop before reaching repeated drawdown limits
• WRC - Win Rate Consistency: whether win rate is stable or degrading over time

Step 6 - Explore the Dashboard

Equity Curve - visual account history over time

Fast Wins - the highest-impact improvement Fortiris sees right now

Trades Table - imported trades with inline notes and filters

AI Coach - risk-aware analysis grounded in your account data

Session Analytics - deeper time-of-day and day-of-week review on higher tiers

Frequently Asked Questions

Does Fortiris access my funds or place trades?
No. Fortiris only reads historical trade data.

Is my trading data secure?
Yes. Trade data is encrypted in transit and at rest. See the Privacy Policy for details.

Can I connect multiple accounts?
Yes. Account limits depend on your plan.

What if I use a prop-firm account?
Use the appropriate Fortiris account type and connect the platform normally.

How current is the data?
Supported connectors sync automatically on schedule. CSV-based workflows update when you import again.

Getting Help

• In-app: open Support
• Email: [email protected]
• Docs: Documentation
• Extension setup: Fortiris Browser Extension Guide
• EA Bridge setup: EA Bridge Guide
• Desktop setup (optional): Fortiris Desktop Guide