Unnamed: 0
int64 0
38.3k
| Query
stringlengths 1
274
| true_intent
stringclasses 231
values | module
stringclasses 16
values |
|---|---|---|---|
6,855
|
How have you been?
|
unknown
|
Other
|
858
|
what stocks in my portfolio are doing best
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
10,045
|
Invest $10,000 evenly across my watchlist
|
cart.buy
|
Trade
|
5,694
|
compare Emerging Market with its alternatives
|
world.exposures.multiple.comparison.search
|
Security Analytics 1
|
17,059
|
Was Natural Gas trending up in 2008?
|
world.exposures.single.data
|
Security Analytics 1
|
390
|
I want to invest $20
|
world.advice.investing.budget_specific
|
Portfolio Construction
|
4,530
|
What was its closing Price yesterday
|
unknown
|
Other
|
15,614
|
how did Apple move last week?
|
world.exposures.single.data
|
Security Analytics 1
|
12,853
|
Stocks in Tim's list with the highest dividend yield
|
user.portfolio.holdings.list
|
Portfolio Analytics 1
|
455
|
Do you have any suggestions for funds similar to SPY?
|
world.exposures.multiple.list
|
Security Search
|
23,955
|
how does inflation affect John's portfolio?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
3,101
|
compare europe, energy and boeing
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
1,447
|
what is the lowest price for BR over the last 52 weeks
|
world.exposures.single.data
|
Security Analytics 1
|
8,778
|
what are the worst performing holdings in my portfolio
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
5,305
|
best funds correlated to intc
|
world.exposures.multiple.list
|
Security Search
|
30,211
|
Is this a good time to invest in the financial sector
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
24,943
|
Week in review: my portfolio overview
|
user.portfolio.overview
|
Portfolio Analytics 1
|
3,694
|
Spy returns chart
|
world.exposures.single
|
Security Analytics 1
|
4,206
|
If the GDP were to decrease by 1%, how would my portfolio fare?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
4,789
|
Blackrock sponsor funds
|
world.exposures.multiple.list
|
Security Search
|
8,882
|
assess my portfolio to identify the securities with the most stable projected performance.
|
user.portfolio.holdings.expected.list
|
Portfolio Analytics 1
|
2,996
|
Ba
|
world.exposures.single
|
Security Analytics 1
|
12,271
|
how to find small cap core
|
world.exposures.multiple.list
|
Security Search
|
14,718
|
optimize PTON, TSLA and JPM
|
create_portfolio.optimize
|
Portfolio Construction
|
6,453
|
Describe the differences between a bull and a bear market
|
world.terminology.compare_concepts
|
Other
|
14,667
|
is AMZN a buy?
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
11,359
|
How is JAGX trending?
|
world.exposures.single.data
|
Security Analytics 1
|
17,373
|
How are stocks and options different?
|
world.terminology.compare_concepts
|
Other
|
3,674
|
Are you able to assist me in locating the lowest yielding funds in my portfolio this quarter
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
12,028
|
real estate
|
world.terminology.definition
|
Other
|
34,407
|
Can you buy crypto on magnifi?
|
world.advice.investing.crypto
|
Security Analytics 1
|
3,349
|
what are the highlights from moby
|
magnifi.other.summarize
|
Research Subs
|
21,623
|
Show me news about the market
|
world.news
|
News Events
|
11,572
|
show Smart Scan for DIA
|
magnifi.marketclub.trade_triangles.security
|
Research Subs
|
17,251
|
invesco optm yd dvrs cdty stra no k1
|
world.exposures.multiple.list
|
Security Search
|
18,916
|
change my address
|
account.modify
|
Other
|
5,574
|
how has tech contributed to my return this year?
|
user.portfolio.performance.contribution
|
Portfolio Analytics 1
|
14,108
|
where are assets moving?
|
world.advice.investing.others
|
Other
|
14,306
|
What are the highlights from Investor Alley's weekly income accelerator
|
magnifi.investors_alley.summarize
|
Research Subs
|
28,670
|
I want to optimize my existing portfolio.
|
enhance_portfolio
|
Portfolio Enhancement
|
13,329
|
what is the total value of my sofi invest portfolio today?
|
user.portfolio.value
|
Portfolio Analytics 1
|
8,007
|
How up to date is the information provided in Investor Alley newsletters?
|
magnifi.investors_alley
|
Research Subs
|
2,848
|
which ones have the highest performance?
|
unknown
|
Other
|
14,794
|
stocks in Tom's portfolio with the highest dividend yield
|
user.portfolio.holdings.list
|
Portfolio Analytics 1
|
18,934
|
is the market showing signs of weakness?
|
world.macroeconomic_data.economic_state
|
News Events
|
19,961
|
what are you doing on the weekend?
|
unknown
|
Other
|
6,959
|
Can you provide an analysis of my Vanguard portfolio's allocation across different asset types such as equity
|
user.portfolio.exposure.segment
|
Portfolio Analytics 1
|
4,379
|
How much cash do I have in my list?
|
user.portfolio.cash
|
Portfolio Analytics 1
|
9,507
|
how is SPY performing?
|
world.exposures.single.data
|
Security Analytics 1
|
9,554
|
Underperforming funds in my portfolio
|
enhance_portfolio.underperforming.funds
|
Portfolio Analytics 2
|
3,323
|
is it time to buy large cap growth
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
363
|
Should I invest in a commodity etf?
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
4,081
|
How does inflation affect my income portfolio?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
1,316
|
what are some bond funds in my portfolio that performed well
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
9,108
|
what should I buy
|
world.advice.investing.which_securities
|
Portfolio Construction
|
439
|
Pypl
|
world.exposures.single
|
Security Analytics 1
|
10,367
|
How much cash do I have in my portfolio?
|
user.portfolio.cash
|
Portfolio Analytics 1
|
760
|
what investments are the least affected by high inflation?
|
world.advice.investing.inflation
|
Other
|
14,850
|
How much fund fees do I pay
|
user.portfolio.fund_fees
|
Portfolio Analytics 1
|
6,223
|
does the most recent POWR Ratings indicate new data?
|
magnifi.powr_ratings
|
Research Subs
|
16,092
|
link brokerage
|
account.link_external_account
|
Other
|
18,398
|
eem
|
world.exposures.single
|
Security Analytics 1
|
9,658
|
Are there any investments that can provide stability during periods of inflation?
|
world.advice.investing.inflation
|
Other
|
6,268
|
Add it to my watchlist
|
unknown
|
Other
|
9,450
|
Can you elaborate more on this portfolio's optimization process?
|
unknown
|
Other
|
13,903
|
what is the nasdaq 100 index
|
world.terminology.definition
|
Other
|
5,478
|
Anything new in the latest ETF Income Edge issue/update?
|
magnifi.investors_alley.retrieve
|
Research Subs
|
17,715
|
Worst PnL today
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
5,611
|
Large cap value funds
|
world.exposures.multiple.list
|
Security Search
|
1,929
|
Worst performing sectors in last 2 months
|
world.exposures.multiple.segments
|
Other
|
25,745
|
what's the cost basis of my fidelity account
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
25,301
|
My best position
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
15,075
|
how would buying BA impact my portfolio?
|
user.portfolio.impact.buy
|
Portfolio Analytics 1
|
1,693
|
sector update
|
world.exposures.multiple.segments
|
Other
|
8,943
|
abbv
|
world.exposures.single
|
Security Analytics 1
|
1,574
|
How is mrna's price move changing my risk contribution?
|
user.portfolio.holdings.contribution
|
Portfolio Analytics 1
|
1,490
|
How does my portfolio compare the the s&p 500
|
user.portfolio.comparison
|
Portfolio Analytics 1
|
13,936
|
Do I have any bitcoin exposure?
|
user.portfolio.exposure
|
Portfolio Analytics 1
|
5,149
|
gold funds with aum $1bn
|
world.exposures.multiple.list
|
Security Search
|
2,014
|
how to build a retirement portfolio
|
build_goal.retirement
|
Goals
|
3,044
|
what are the monthly triangles for Health Tech
|
magnifi.marketclub.trade_triangles
|
Research Subs
|
20,501
|
How is the Corporate Bonds trending?
|
world.exposures.single.data
|
Security Analytics 1
|
4,502
|
how did my investments in Tim's list perform last week?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
11,410
|
pick a different equity fund
|
unknown
|
Other
|
6,521
|
Compare the financial sector and the healthcare sector
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
13,240
|
Update my risk tolerance
|
user.risk_tolerance
|
Portfolio Enhancement
|
10,500
|
How should I invest 1,000$ right now for the quickest return
|
world.advice.investing.duration.quick_profit
|
Portfolio Construction
|
5,021
|
How is PayPal trending?
|
world.exposures.single.data
|
Security Analytics 1
|
34,937
|
Which stocks in emerging markets equity performed the best in 2018
|
world.exposures.multiple.list
|
Security Search
|
5,893
|
is TSLA a buy
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
293
|
are there other constraints that you also considered during The process?
|
unknown
|
Other
|
9,713
|
Latest news in biotech
|
world.news.segment
|
News Events
|
9,034
|
Am I holding AAPL in the account?
|
user.portfolio.exposure.security
|
Portfolio Analytics 1
|
2,427
|
Help me improve my fidelity holdings
|
enhance_portfolio
|
Portfolio Enhancement
|
4,516
|
how is Amazon doing
|
world.exposures.single.data
|
Security Analytics 1
|
19,055
|
want to start investing in stocks
|
world.advice.investing.start
|
Portfolio Construction
|
14,233
|
What was the performance of S&P 500 last week
|
world.exposures.single.data
|
Security Analytics 1
|
10,708
|
does the Profitable trading Income trader from Investor Alley talk about US economy in January 2025
|
magnifi.investors_alley.retrieve
|
Research Subs
|
3,077
|
What is relevant for me from the latest issue of ETF Income Maximizer from investor alley
|
magnifi.investors_alley.retrieve.personalize
|
Research Subs
|
23,931
|
How do I trade options
|
world.advice.investing.derivatives
|
Other
|
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