Unnamed: 0
int64
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38.3k
Query
stringlengths
1
274
true_intent
stringclasses
231 values
module
stringclasses
16 values
14,238
summarize the updates from investor alley's etf Income Maximizer
magnifi.investors_alley.summarize
Research Subs
9,443
can you show me my trading activity?
account.view_transaction_history
Other
10,629
ccl
world.exposures.single
Security Analytics 1
8,564
am I holding AAPL in my mid-cap portfolio?
user.portfolio.exposure.security
Portfolio Analytics 1
16,215
how about during the past 5 years?
unknown
Other
33,766
Cef funds
world.exposures.multiple.list
Security Search
23,011
low risk bitcoin funds
world.exposures.multiple.list
Security Search
11,882
cash secured put options
world.advice.investing.derivatives
Other
675
How did UAL stock do last month?
world.exposures.single.data
Security Analytics 1
6,325
How is it spread across different markets?
unknown
Other
7,165
how is ABB trending?
world.exposures.single.data
Security Analytics 1
23,151
Sector performance since january 8th
world.exposures.multiple.segments
Other
5,598
cost
world.exposures.single
Security Analytics 1
11,150
How does my portfolio compare to the S&P 500?
user.portfolio.comparison
Portfolio Analytics 1
6,305
How is the trend for financials?
world.exposures.single.data
Security Analytics 1
2,297
What are my innovation mutual funds with biggest downside impact
user.portfolio.holdings.list.performance
Portfolio Analytics 1
8,379
what's the cost basis of Apple?
user.portfolio.holdings.cost_basis
Portfolio Analytics 1
616
Link my brokerage account
account.link_external_account
Other
16,537
can you summarize my accounts' activity for the past 5 weeks?
user.portfolio.account.performance
Portfolio Analytics 1
9,603
What's the latest on amzn?
world.news.security
News Events
15,722
Overlap with xle
world.exposures.multiple.list
Security Search
2,682
how can I spread out my investment options?
enhance_portfolio.diversify
Portfolio Enhancement
2,746
Can you find me etfs that invest in ev
world.exposures.multiple.list
Security Search
10,175
compare XLRE with it's alternatives
world.exposures.multiple.comparison.search
Security Analytics 1
4,695
do I own tesla?
user.portfolio.exposure.security
Portfolio Analytics 1
7,051
Over past 3 years
unknown
Other
10,154
Where do I begin, I don't know left, right or centre
world.advice.investing.start
Portfolio Construction
8,808
adios
unknown
Other
15,014
Best stocks to invest in
world.advice.investing.stocks
Security Analytics 2
9,812
what is the price of bac
world.exposures.single.data
Security Analytics 1
2,204
tmo
world.exposures.single
Security Analytics 1
16,293
Create a well diversified portfolio.
create_portfolio.diversified
Portfolio Construction
2,465
what should I invest in with 1000$
world.advice.investing.budget_specific
Portfolio Construction
5,391
how can I efficiently manage my losses for tax purposes?
user.portfolio.taxable_account.losses.harvest
Portfolio Analytics 2
18,320
Which industries are doing the best
world.exposures.multiple.segments
Other
3,415
Ief
world.exposures.single
Security Analytics 1
11,809
optimize my current portfolio but keep the tracking error to my current asset allocation low
create_portfolio.optimize
Portfolio Construction
7,959
low risk climate change funds
world.exposures.multiple.list
Security Search
14,471
can you predict portfolio total returns for 2025
user.portfolio.expected.performance
Portfolio Analytics 2
1,257
Can you explain how to improve position diversification in my portfolio?
enhance_portfolio.diversify
Portfolio Enhancement
18,168
deere & company
world.exposures.single
Security Analytics 1
5,975
What's the best strategy to construct a mid-cap focused investment portfolio?
create_portfolio.optimize
Portfolio Construction
126
what is the absolute exact dollar figure of my Merrill Edge portfolio's cash?
user.portfolio.cash
Portfolio Analytics 1
4,950
is investing in stocks a good way to protect against inflation?
world.advice.investing.inflation
Other
3,397
can I compare Moby picks against my portfolio?
about_magnifi
FAQ
897
Funds that are categorized as large-cap value by morningstar
world.exposures.multiple.list
Security Search
3,607
can you let me know the current account balance of my large cap portfolio?
user.portfolio.value
Portfolio Analytics 1
2,149
Optimize tsla, amzn, ibm, br
create_portfolio.optimize
Portfolio Construction
5,561
What is the sector exposure of my portfolio?
user.portfolio.exposure
Portfolio Analytics 1
10,521
What funds in large cap value have performed well this year
world.exposures.multiple.list
Security Search
8,957
how should I invest $20000
world.advice.investing.budget_specific
Portfolio Construction
11
Show my account details
user.portfolio.account.summary
Portfolio Analytics 1
18,637
What is the sp500 trading at
world.exposures.single.data
Security Analytics 1
12,020
It's a pleasure to meet you
unknown
Other
2,557
When was USOI added to TDH portfolio?
magnifi.investors_alley.retrieve
Research Subs
9,750
Trade Triangles for RDN
magnifi.marketclub.trade_triangles.security
Research Subs
21,605
Retirement planning
build_goal.retirement
Goals
2,264
Explain the concept of hedging
world.terminology.definition
Other
11,026
how do I get into my account to transfer money
account.transfer_funds.withdrawal
Other
12,966
how was it trending on Jan 1 This year?
unknown
Other
1,148
how about the tech Sector?
unknown
Other
12,123
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
11,256
Show me other alternatives to Energy Transfer LP
world.exposures.multiple.list
Security Search
7,350
How much do you earn?
about_magnifi
FAQ
15,038
List of fintech companies that have ipo'd in the last 2 years
world.exposures.multiple.list
Security Search
4,705
buy 3 shares of TSLA and $2,000 of NVDA
cart.buy
Trade
8,872
ciao
unknown
Other
6,231
which of my assets are not providing enough return compared to their risk contribution
user.portfolio.holdings.expected.unrewarding
Portfolio Analytics 2
437
What's going on with Ford?
world.news.security
News Events
2,698
How can I improve my portfolio?
enhance_portfolio
Portfolio Enhancement
11,039
My previous messages
user.conversation.history
Other
834
Direxion daily semicondct bull 3x
world.exposures.single
Security Analytics 1
18,302
Can you show me the account performance for the last 24 hours?
user.portfolio.account.performance
Portfolio Analytics 1
5,356
how to invest 1000
world.advice.investing.budget_specific
Portfolio Construction
2,312
Vfiax
world.exposures.single
Security Analytics 1
13,244
what's the first stock to invest in?
world.advice.investing.stocks
Security Analytics 2
12,887
what is the benchmark used in this analysis?
about_magnifi
FAQ
12,246
Which of my tech stocks are losing money?
user.portfolio.holdings.list.performance
Portfolio Analytics 1
20,651
hello, my name is Joey
unknown
Other
9,637
what about the cost
unknown
Other
14,370
What is your formula for cost basis?
customer_support.explainability
Explainability
356
How did my investments in my saved portfolios perform last week?
user.portfolio.news
News Events
1,051
I have 10K. What should I do?
world.advice.investing.budget_specific
Portfolio Construction
607
What is a great cheap stock
world.advice.investing.stocks
Security Analytics 2
951
are there any risk-free investments that can protect against inflation?
world.advice.investing.inflation
Other
24,311
what did the 48-Hour income from investor alley say last week?
magnifi.investors_alley.show
Research Subs
1,376
does Investor alley's Dividend Hunter Insiders talk about consumer discretionary in December?
magnifi.investors_alley.retrieve
Research Subs
4,573
What are the interest rates right now?
world.macroeconomic_data.interest_rates
News Events
11,933
I have. Let me read the latest issue of Dividend Hunter
magnifi.investors_alley.show
Research Subs
234
Rate my investing
analyze_portfolio
Portfolio Enhancement
6,176
Xly
world.exposures.single
Security Analytics 1
1,858
Compare USMC with it's alternatives
world.exposures.multiple.comparison.search
Security Analytics 1
11,638
Could you tell me the dividend yield of my assets?
user.portfolio.data
Portfolio Analytics 1
3,388
Are there any real estate investments with high yields?
world.exposures.multiple.list
Security Search
1,181
what is asset classes composition in my portfolio?
user.portfolio.exposure.segment
Portfolio Analytics 1
9,635
What are my worst 3 performers
user.portfolio.holdings.list.performance
Portfolio Analytics 1
1,553
Does Magnifi have a dividend tracker?
world.exposures.single.corporate_actions.dividend.date
Security Analytics 1
5,256
aI stocks in my portfolio
user.portfolio.holdings.list
Portfolio Analytics 1
7,799
What does Insider Monkey's premium newsletter say about them?
unknown
Other
5,939
How is my account faring
user.portfolio.performance
Portfolio Analytics 1