Methods and systems for finding similar funds

A system comprising:

• a memory;
• at least one processor coupled to the memory and configured to:
• access target fund characteristics data of a target fund, the target fund characteristics data describing at least one former characteristic of the target fund;
• access first comparison fund characteristics data of a first comparison fund, the first comparison fund characteristics data describing at least one present characteristic of the first comparison fund;
• access second comparison fund characteristics data of a second comparison fund, the second comparison fund characteristics data describing at least one present characteristic of the second comparison fund;
• calculate a first difference metric between the target fund and the first comparison fund based on the target fund characteristics data and the first comparison fund characteristics data, the first difference metric indicating a measure of similarity between the at least one former characteristic of the target fund and the at least one present characteristic of the first comparison fund;
• generate a second difference metric between the target fund and the second comparison fund based on the target fund characteristics data and the second comparison fund characteristics data, the second difference metric indicating a measure of similarity between the at least one former characteristic of the target fund and the at least one present characteristic of the second comparison fund;
• rank the first and the second difference metrics;
• and
• cause display of a visual presentation that lists the first and second comparison funds in accordance with the ranked first and second difference metrics by a graphical display.

A computer-readable medium embodying instructions that, when executed by a processor, perform operations comprising:

• accessing target fund characteristics data of a target fund, the target fund characteristics data describing at least one former characteristic about the target fund;
• one or more first comparison fund characteristics data of a first comparison fund, the first comparison fund characteristics data describing at least one present characteristic of the first comparison fund;
• accessing second comparison fund characteristics data of a second comparison fund, the second comparison fund characteristics data describing at least one present characteristic of the second comparison fund;
• generating a first difference metric between the target fund and the first comparison fund based on the target fund characteristics data and the first comparison fund characteristics data, the first difference metric indicating a measure of similarity between the at least one former characteristic of the target fund and the at least one present characteristic of the first comparison fund;
• generating a second difference metric between the target fund and the second comparison fund based on the target fund characteristics data and the second comparison fund characteristics data, the second difference metric indicating a measure of similarity between the at least one former characteristic of the target fund and the at least one present characteristic of the second comparison fund;
• ranking the first and the second difference metrics;
• and
• causing display of a visual presentation that lists the first and second comparison funds in accordance with the ranked first and second difference metrics by a graphical display.