My Portfolios
Manage and Analyse Your Portfolio
Standard tier
2 of 3 portfolios used · Max 50 holdings each
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Fortis Leaders 50
Updated April 10, 2026
A-
Fortis Rating
Overall grade
Avg Factor Rank
78
Fortis Marathon
Updated April 8, 2026
B+
Fortis Rating
Overall grade
Avg Factor Rank
71
Upload Portfolio
1 slot remaining on your Standard tier. Upload a new portfolio to analyze it.
Upload a Portfolio
Bring your holdings into Fortis Analytics to unlock the Snapshot view and comparison tools.
You're on the Standard tier — up to 3 portfolios, 50 holdings each. You have 1 slot remaining.
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Accepted formats: .CSV · .XLSX · .XLS
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| Ticker | Company Name | Price | Date | Weight % | |
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Before You Upload
Five required fields
Each holding needs a ticker, company name, price, date, and weight %.
Tickers must exist in the Fortis Universe
We validate every ticker against our 1,000-stock universe. Off-universe tickers will be flagged and rejected. Company names auto-fill from the ticker.
Weights must total 100%
If your weights fall short, Fortis automatically adds a
#CASH position to balance. You can keep the cash or add positions to reduce it.Cash symbol
Use
#CASH (Fortis Cash) to explicitly add a cash position. It's part of the Fortis Universe.Snapshot date
A single date for the entire portfolio — typically today, or the date your prices were observed.
Validation Preview
Review parsed holdings below. Fix any errors, then save to your portfolio slot.
Valid Holdings
38
Errors
2
Total Weight
100%
Auto-added #CASH
12.0%
| # | Ticker | Company | Price | Date | Weight % | Status |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $218.45 | 2026-04-14 | 4.5% | Valid |
| 2 | MSFT | Microsoft Corporation | $462.10 | 2026-04-14 | 3.8% | Valid |
| 3 | XYZQ | — not found in Fortis Universe — | $0.00 | 2026-04-14 | 2.0% | Off-universe |
| 4 | NVDA | NVIDIA Corporation | — | 2026-04-14 | 3.0% | Missing price |
| 5 | GOOGL | Alphabet Inc. Class A | $178.92 | 2026-04-14 | 3.2% | Valid |
| 39 | #CASH | Fortis Cash | $1.00 | 2026-04-14 | 12.0% | Auto-added |
Portfolio Snapshot
A quick overview of your portfolio. For deeper analysis, visit the Tools tab.
Viewing Portfolio
Fortis Leaders 50
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Headline Grades
Composite scores for your portfolio at a glanceFactor Models
Fortis Ratings