Abstract: A method of searching and classifying of funds and their related investment information, especially for online use, involving: providing a software program for facilitating performance of a search; providing a fields list; and providing a starting list, the search being of a type such as a user-provided holdings comparison and a user-defined category search, the fields list providing step involving a plurality of tables, each table having a data set concerning individual publicly traded funds, the tables providing step involving the data set including at least one data item such as a plurality of holding names, a plurality of holding types, a plurality of fund types, a plurality of ticker symbols, a plurality of international securities identification numbers, a plurality of share numbers, and a plurality of categories, the starting list providing step involving a step such as manually entering information, uploading information from a spreadsheet, and selecting information from the data set, the data set pro