Unnamed: 0
int64 0
38.3k
| Query
stringlengths 1
274
| true_intent
stringclasses 231
values | module
stringclasses 16
values |
|---|---|---|---|
19,720
|
i don't want to know
|
unknown
|
Other
|
12,896
|
Enter portfolio by hand.
|
account.upload_external_account_manually
|
Static Generator
|
2,790
|
Vaneck junior gold miners
|
world.exposures.multiple.list
|
Security Search
|
815
|
what’s current?
|
unknown
|
Other
|
1,103
|
am I holding AAPL in my investments?
|
user.portfolio.exposure.security
|
Portfolio Analytics 1
|
606
|
How is my large cap portfolio diversified across various markets?
|
user.portfolio.diversification
|
Portfolio Enhancement
|
17,054
|
current issue of etf income edge
|
magnifi.investors_alley.show
|
Research Subs
|
2,268
|
if there's a downturn in the S&P 500, what can be the projected impact on my overall portfolio?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
8,438
|
What is the current inflation rate?
|
world.macroeconomic_data.inflation.current_state
|
News Events
|
5,650
|
my worst performers in John's portfolio
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
375
|
what is a floating rate note?
|
world.terminology.definition
|
Other
|
3,189
|
please remove IBM and Citigroup from the portfolio.
|
create_portfolio.optimize.update_constraint
|
Portfolio Construction
|
4,909
|
Fund launches
|
world.exposures.multiple.list.new_fund_launches
|
Other
|
34,574
|
How successful has my vkt2c3 portfolio been?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
9,012
|
Which stocks were subtracted from the TDH portfolio last month?
|
magnifi.investors_alley.tdh.portfolio.list
|
Other
|
1,827
|
what stock was recommended in December issue of 48-hour income from Investor alley?
|
magnifi.investors_alley.retrieve
|
Research Subs
|
3,348
|
Could you show me a geographical breakdown?
|
world.exposures.multiple.segments
|
Other
|
3,132
|
how can I guard my portfolio against inflation?
|
world.advice.investing.inflation
|
Other
|
4,391
|
What's my dividends from VOO
|
user.portfolio.holdings.return
|
Portfolio Analytics 1
|
6,852
|
what has been the revenue of AAPL since March?
|
world.exposures.single.data
|
Security Analytics 1
|
11,154
|
Delete everything in my watchlist
|
watchlist.clear
|
Other
|
297
|
My value portfolio's lowest performers
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
18,680
|
Were I to have invested in Intel at the beginning of this year, what would my financial gains look like now
|
user.portfolio.hypothetical.trade
|
Portfolio Analytics 1
|
12,082
|
How do trading halts affect penny stocks?
|
world.terminology.causation
|
Other
|
18,932
|
How is cost basis measured?
|
customer_support.explainability
|
Explainability
|
8,117
|
MPC
|
world.exposures.single
|
Security Analytics 1
|
10,345
|
Thematic funds that hold msft
|
world.exposures.multiple.list
|
Security Search
|
5,153
|
view performance of my large-cap-value portfolio
|
user.portfolio.performance
|
Portfolio Analytics 1
|
18,365
|
how should i invest 140,000 moderate risk tolerance for 6 years
|
world.advice.investing.risk_specific
|
Portfolio Construction
|
1,161
|
what is the PE ratio of BR?
|
world.exposures.single.data
|
Security Analytics 1
|
15,374
|
good penny stock
|
world.penny_stocks
|
Other
|
19,426
|
what's the expected return of my saved portfolios?
|
user.portfolio.expected.performance
|
Portfolio Analytics 2
|
2,150
|
which of my holdings are covered by Investor alley's 48 Hour Income
|
magnifi.investors_alley.retrieve.personalize
|
Research Subs
|
2,163
|
retirement
|
unknown
|
Other
|
6,970
|
I want a portfolio with initial investment of 10000 and a quarterly dividend
|
create_portfolio.budget_specific
|
Portfolio Construction
|
16,385
|
What are the best high growth penny stocks right now
|
world.exposures.analysis.buy.penny_stocks
|
Security Analytics 1
|
25,258
|
what has AAL been doing lately
|
world.exposures.single.data
|
Security Analytics 1
|
5,171
|
Best performing stocks in sp500
|
world.exposures.multiple.list
|
Security Search
|
28,395
|
What are the top performing sectors currently
|
world.exposures.multiple.segments
|
Other
|
828
|
compare the Volatility of SP500 and Dow Jones
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
5,863
|
I wish not to invest in any equities from the gaming industry
|
create_portfolio.optimize.update_constraint
|
Portfolio Construction
|
8,192
|
Is AAPL a holding of SCHG?
|
world.exposures.multiple.comparison.fund_overlap
|
Security Analytics 1
|
8,807
|
I need suggestions for making the most money possible
|
build_goal
|
Goals
|
5,129
|
What is the fee scheme?
|
about_magnifi
|
FAQ
|
13,865
|
How is financials sector move impacting my portfolio?
|
user.portfolio.impact
|
Portfolio Analytics 1
|
5,263
|
stocks in my portfolio with strong momentum
|
user.portfolio.holdings.list
|
Portfolio Analytics 1
|
2,688
|
how is drawdown calculated?
|
about_magnifi
|
FAQ
|
4,940
|
what types of topics do Investor Alley newsletters cover?
|
magnifi.investors_alley
|
Research Subs
|
3,660
|
retail stocks with solid revenue growth
|
world.exposures.multiple.list
|
Security Search
|
1,217
|
how are the markets doing today
|
world.news
|
News Events
|
1,607
|
medical equipment
|
world.exposures.multiple.list
|
Security Search
|
7,738
|
$500
|
unknown
|
Other
|
10,990
|
compare the Returns of AXL, FENY, IYE, VDE, VENAX and XLE
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
1,803
|
ogvxx
|
world.exposures.single
|
Security Analytics 1
|
17,005
|
list from Tim Plaehn
|
magnifi.investors_alley.tdh.portfolio
|
Other
|
195
|
What is my exposure to bonds in my picks?
|
user.portfolio.exposure
|
Portfolio Analytics 1
|
21,342
|
what is the latest research from Insider Monkey's Premium Newsletter?
|
magnifi.other.show
|
Research Subs
|
8,266
|
how has my zmj2p7 portfolio been performing lately?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
5,511
|
investing how do I start
|
world.advice.investing.start
|
Portfolio Construction
|
1,345
|
Can you let me know the current account balance of my franklin templeton portfolio?
|
user.portfolio.value
|
Portfolio Analytics 1
|
1,870
|
Can you analyse my holdings?
|
analyze_portfolio
|
Portfolio Enhancement
|
4,040
|
how will my portfolio change if I trade AAPL?
|
user.portfolio.impact.buy
|
Portfolio Analytics 1
|
13,127
|
what is the tech and energy exposure of my account
|
user.portfolio.exposure
|
Portfolio Analytics 1
|
2,834
|
amazon.com, inc.
|
world.exposures.single
|
Security Analytics 1
|
14,437
|
what are the fees for FCPVX?
|
world.exposures.single.data
|
Security Analytics 1
|
4,841
|
how to invest $1,000
|
world.advice.investing.budget_specific
|
Portfolio Construction
|
5,592
|
help me save for a down payment
|
build_goal.down_payment
|
Goals
|
229
|
are any holding trading below my cost basis?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
21,743
|
Are there any similar ETFs to that one
|
unknown
|
Other
|
6,404
|
Trending news this week
|
world.news
|
News Events
|
10,679
|
what is happening with inflation
|
world.macroeconomic_data.inflation.current_state
|
News Events
|
7,974
|
What is the latest research from Investor Alley's wealth acceleration Report?
|
magnifi.investors_alley.show
|
Research Subs
|
6,183
|
How does the diversification of a portfolio affect its overall returns?
|
world.terminology.definition
|
Other
|
7,443
|
Low risk high yield funds
|
world.exposures.multiple.list
|
Security Search
|
21,773
|
BPT dividend
|
world.exposures.single.corporate_actions.dividend
|
Security Analytics 1
|
3,010
|
biggest winners in the TDH portfolio
|
magnifi.investors_alley.tdh.portfolio.list
|
Other
|
2,182
|
foreign Large Cap Blend Equity
|
world.exposures.multiple.list
|
Security Search
|
3,216
|
financial technology funds that outperform
|
world.exposures.multiple.list
|
Security Search
|
8,315
|
KraneShares CSI China Internet
|
world.exposures.single
|
Security Analytics 1
|
4,447
|
Does my portfolio contain positions in META?
|
user.portfolio.exposure.security
|
Portfolio Analytics 1
|
6,960
|
which ones are expected to add the most risk?
|
unknown
|
Other
|
1,171
|
what are my holdings?
|
user.portfolio.holdings
|
Portfolio Analytics 1
|
20,724
|
do I have large sector risk?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
20,222
|
Aid me in finding a financial advisor
|
about_magnifi
|
FAQ
|
18,838
|
how do I restart global allocation after pausing?
|
create_portfolio.resume
|
Portfolio Construction
|
10,067
|
my goal is to payoff my mortgage
|
build_goal.payoff_mortgage
|
Goals
|
2,333
|
What investments are best suited to my interests?
|
create_portfolio.personality
|
Other
|
12,711
|
is Alphabet a safe investment right now?
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
3,299
|
Add to my watch list
|
about_magnifi
|
FAQ
|
12,593
|
which stock is set for massive growth by 2025
|
world.exposures.multiple.list.prediction
|
Other
|
2,718
|
Compare DVN ticker with SPY ticker
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
3,104
|
Do I have thematic single stock risk in my portfolio
|
enhance_portfolio.risk.thematic_single_stock
|
Portfolio Analytics 2
|
3,102
|
show Smart Scan for NSTD
|
magnifi.marketclub.trade_triangles.security
|
Research Subs
|
2,578
|
how have the INO markets been doing?
|
magnifi.marketclub.update
|
Research Subs
|
8,328
|
do I need to have a lot of experience to invest in Reitmeister Total Return?
|
magnifi.stocknews
|
Research Subs
|
14,020
|
How should i invest 1k
|
world.advice.investing.budget_specific
|
Portfolio Construction
|
13,859
|
What's the best performing fund that I own?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
5,746
|
Which of my funds charge the highest fees
|
user.portfolio.fund_fees
|
Portfolio Analytics 1
|
12,085
|
Review my holdings of my value portfolio
|
user.portfolio.holdings
|
Portfolio Analytics 1
|
2,939
|
What is the PE ratio of Abbott?
|
world.exposures.single.data
|
Security Analytics 1
|
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