Abstract: Provided are systems and methods relating to financial portfolio analysis, including a computer processing structure configured to compare an investment to a metric that may be selected from a list or may be specially constructed as a hybrid, weighted metric from a plurality of indexes and other sub-metrics. The computer processing structure is specially adapted to apply SPC-like statistical analysis to one or more investments in view of the selected metric, and to optionally provide alerts when statistically significant events occur. The computer processing structure may also be specially adapted to output a variety of reports that may be color coded to indicate degree of compliance with predetermined criteria and to highlight issues and raise questions.