Unnamed: 0
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43.4k
| Query
stringlengths 1
274
| true_intent
stringclasses 231
values | module
stringclasses 16
values |
|---|---|---|---|
5,615
|
What was the performance of my portfolio last year?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
34,230
|
What areas of my portfolio should I look at for tax-loss harvesting?
|
user.portfolio.taxable_account.losses
|
Portfolio Analytics 2
|
42,520
|
Latin america no brazil
|
world.exposures.multiple.list
|
Security Search
|
6,901
|
compare TSLA to its competitors
|
world.exposures.multiple.comparison.search
|
Security Analytics 1
|
34,530
|
Hola
|
unknown
|
Other
|
39,840
|
How would my vanguard portfolio perform if interest rates rise?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
42,592
|
what is the exact monetary value of my portfolio's cash?
|
user.portfolio.cash
|
Portfolio Analytics 1
|
13,485
|
Can I trade cryptocurrencies on this platform
|
world.advice.investing.crypto
|
Security Analytics 1
|
13,295
|
How can I make the most $ for retirement?
|
build_goal.retirement
|
Goals
|
9,039
|
How did my accounts perform last week?
|
user.portfolio.account.performance
|
Portfolio Analytics 1
|
14,780
|
Should i buy wells fargo stock?
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
43,012
|
Retrieve my recent interactions.
|
user.conversation.history
|
Other
|
15,290
|
High volume climate change ETFs this year
|
world.exposures.multiple.list
|
Security Search
|
19,808
|
Which of my high tech holding have best investment this year?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
40,331
|
what dividends have I earned?
|
user.portfolio.data
|
Portfolio Analytics 1
|
40,833
|
How does inflation affect mock picks?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
39,149
|
How much cash do I have in my picks?
|
user.portfolio.cash
|
Portfolio Analytics 1
|
11,517
|
Aloha
|
unknown
|
Other
|
25,076
|
Best us mutual funds with fees 7bps
|
world.exposures.multiple.list
|
Security Search
|
7,547
|
were there any one-time charges in Meta platform's earning results?
|
world.exposures.single.corporate_actions.earnings.reported
|
News Events
|
35,847
|
what are the best stocks to invest in
|
world.advice.investing.stocks
|
Security Analytics 2
|
6,091
|
explore momentum with IRBT
|
world.exposures.single.data
|
Security Analytics 1
|
32,582
|
High return healthcare funds
|
world.exposures.multiple.list
|
Security Search
|
42,103
|
Top performing stocks in my portfolio this week
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
15,800
|
Show the conversation we had on Tuesday.
|
user.conversation.history
|
Other
|
4,951
|
show Smart Scan for DAL
|
magnifi.marketclub.trade_triangles.security
|
Research Subs
|
23,885
|
are my holdings underperforming the market
|
user.portfolio.comparison
|
Portfolio Analytics 1
|
39,127
|
Is now a good time to buy stocks or bonds?
|
world.advice.investing.market
|
Other
|
20,383
|
Give me a quick summary of Investor alley's profitable trading Income trader
|
magnifi.investors_alley.summarize
|
Research Subs
|
12,820
|
Invesco qqq trust
|
world.exposures.single
|
Security Analytics 1
|
28,850
|
view performance of txn8f2 portfolio today
|
user.portfolio.performance
|
Portfolio Analytics 1
|
24,594
|
Reit
|
world.exposures.multiple.list
|
Security Search
|
10,148
|
modify my portfolio
|
edit_portfolio
|
Portfolio Construction
|
39,414
|
Popular searches
|
world.exposures.multiple.list
|
Security Search
|
31,489
|
Do you have and Bitcoin ETFs you invest in?
|
world.exposures.multiple.list
|
Security Search
|
35,439
|
show me my accounts that need attention
|
account.link_external_account.status
|
Other
|
16,090
|
Compare it to VNQ in terms of Sharpe
|
unknown
|
Other
|
9,646
|
Supposing I had invested in Adobe last month, what would be the return
|
user.portfolio.hypothetical.trade
|
Portfolio Analytics 1
|
285
|
If the stock market plunges by 50%, what would be the impact on my Robinhood portfolio?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
28,070
|
vfiax
|
world.exposures.single
|
Security Analytics 1
|
8,285
|
what is the best performing crypto etf?
|
world.exposures.multiple.list
|
Security Search
|
12,212
|
Can you show me the market drop
|
world.macroeconomic_data.market.drop
|
News Events
|
7,977
|
What is my watchlist?
|
user.watchlist.display
|
News Events
|
34,827
|
what is a yield premium?
|
world.terminology.definition
|
Other
|
31,448
|
vacation house
|
build_goal.vacation_home
|
Goals
|
19,053
|
how my portfolio risk contribution by holdings changed by SPY's move?
|
user.portfolio.holdings.contribution
|
Portfolio Analytics 1
|
28,100
|
Is my money safe when investing in Reitmeister Total Return?
|
magnifi.stocknews
|
Research Subs
|
12,402
|
I am relatively new to investing. Where should I invest according to TDH
|
magnifi.investors_alley.retrieve
|
Research Subs
|
9,376
|
which asset class has contributed the most to my performance?
|
user.portfolio.performance.segment
|
Portfolio Analytics 1
|
10,417
|
is there a minimum timeframe for making Reitmeister Total Return investments?
|
magnifi.stocknews
|
Research Subs
|
38,396
|
How was GM doing in 2015?
|
world.exposures.single.data
|
Security Analytics 1
|
6,149
|
Is there a team of analysts behind Reitmeister Total Return?
|
magnifi.stocknews
|
Research Subs
|
40,000
|
What’s my portfolio score?
|
analyze_portfolio
|
Portfolio Enhancement
|
3,723
|
i would like to begin investing
|
world.advice.investing.start
|
Portfolio Construction
|
225
|
Sector funds with low exposure to information technology and are categorized as Value by morningstar
|
world.exposures.multiple.list
|
Security Search
|
1,883
|
what was the performance of my portfolio last year?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
23,141
|
What are the newest POWR Ratings?
|
magnifi.powr_ratings
|
Research Subs
|
6,699
|
calculate the overlap percentage between VTI and VOO
|
world.exposures.multiple.comparison.fund_overlap
|
Security Analytics 1
|
635
|
Performance of meta
|
world.exposures.single.data
|
Security Analytics 1
|
3,408
|
pinpoint the securities in my portfolio with the lowest expected return for their level of risk.
|
user.portfolio.holdings.expected.unrewarding
|
Portfolio Analytics 2
|
10,147
|
my top performing energy stocks in my portfolio
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
12,297
|
tell me more about value investing
|
world.terminology.definition
|
Other
|
16,570
|
how can I generate Income with options
|
world.advice.investing.derivatives
|
Other
|
10,554
|
search for electric vehicle investments
|
world.exposures.multiple.list
|
Security Search
|
22,351
|
Funds that outperform S&P 500 index over 3 weeks
|
world.exposures.multiple.list
|
Security Search
|
29,795
|
i'd like to take the investing profile quiz!
|
create_portfolio.personality
|
Other
|
40,998
|
Which of Tim's portfolio holdings are contributing the most to my expected risk?
|
user.portfolio.holdings.expected.contribution
|
Portfolio Analytics 1
|
18,793
|
how are my investments?
|
analyze_portfolio
|
Portfolio Enhancement
|
23,949
|
Can you break down my asset class diversification score
|
analyze_portfolio
|
Portfolio Enhancement
|
42,238
|
compare the EBITDA for Tesla TSLA and Rivian
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
11,779
|
What was the lowest price of ARKW in the past 3 months?
|
world.exposures.single.data
|
Security Analytics 1
|
26,268
|
where are my tax documents
|
user.account.tax_documents
|
Other
|
14,160
|
when is F having the next earnings call?
|
world.exposures.single.corporate_actions.earnings.upcoming
|
News Events
|
2,460
|
What does it mean to invest?
|
unknown
|
Other
|
41,260
|
Is Moby’s news content available in Magnifi?
|
about_magnifi
|
FAQ
|
27,719
|
i appreciate that
|
unknown
|
Other
|
28,780
|
Is there a way for me to re-enter my Powr rating process?
|
magnifi.powr_ratings.resume
|
Research Subs
|
18,968
|
What did the Monthly Dividend Multiplier from investor alley say last week?
|
magnifi.investors_alley.show
|
Research Subs
|
24,381
|
Invest in all the companies on my watchlist.
|
cart.buy
|
Trade
|
20,893
|
how will the recommendations in the latest monthly dividend Multiplier from Investor Alley impact me
|
magnifi.investors_alley.retrieve.personalize
|
Research Subs
|
57
|
Thematic funds that hold zm
|
world.exposures.multiple.list
|
Security Search
|
8,153
|
Emerging markets underweight china
|
world.exposures.multiple.list
|
Security Search
|
21,314
|
Show me alternatives to Google
|
world.exposures.multiple.list
|
Security Search
|
23,010
|
What are the best investments for a diversified portfolio?
|
world.advice.investing.diversification
|
Other
|
5,553
|
How is everything?
|
unknown
|
Other
|
11,422
|
i'd like to set an investing goal
|
build_goal
|
Goals
|
21,259
|
what is the quantity of stocks involved in shaping this portfolio?
|
create_portfolio.optimize.know
|
Portfolio Construction
|
42,178
|
What happens to my linked accounts when I close my account?
|
about_magnifi
|
FAQ
|
29,925
|
Can we limit the investment in the pharmaceutical sector to no more than 10%?
|
create_portfolio.optimize.update_constraint
|
Portfolio Construction
|
13,542
|
how is my mid-cap portfolio diversified across various markets?
|
user.portfolio.diversification
|
Portfolio Enhancement
|
143
|
find me companies and ETFs vulnerable during housing market crashes
|
world.exposures.multiple.list
|
Security Search
|
5,813
|
sector performance over the past week
|
world.exposures.multiple.segments
|
Other
|
2,903
|
how was BR moving last week?
|
world.exposures.single.data
|
Security Analytics 1
|
18,402
|
What's the performance of the market?
|
world.news
|
News Events
|
13,115
|
what is the correlation between DIA and ARKK in the last six months?
|
world.exposures.multiple.comparison.correlation
|
Security Analytics 1
|
6,227
|
do you know about depressions?
|
world.terminology.definition
|
Other
|
35,108
|
What were the returns of KBWD?
|
world.exposures.single.data
|
Security Analytics 1
|
13,210
|
What is the yield on Tim's portfolio's dividends?
|
magnifi.investors_alley.tdh.portfolio.data
|
Other
|
28,531
|
what funds are ideal for dealing with inflation?
|
world.advice.investing.inflation
|
Other
|
10,919
|
what were my worst PnL insurance holding in November 2023?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
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