Abstract: The present invention is directed to systems and methods for evaluating the financial strength of a holding in comparison to other holdings of a portfolio. In one embodiment, a method of evaluating holdings of a portfolio consists of identifying the holdings that comprise the portfolio and identifying a set of Filters that that are to be used in evaluating the holdings, obtaining financial information for each of the holdings, identifying financial metrics that are to be used in evaluating the holdings and determining the values of the financial metrics for each of the holdings. The Filter values for each holding are then determined and each holding is then ranked for each Filter. Each holding is assigned a positional score for each Filter based upon its ranking for that Filter. An overall fundamental strength score is then generated for each Holding based upon all of the intra-Filter positional scores that it was assigned.