Unnamed: 0
int64 0
38.3k
| Query
stringlengths 1
274
| true_intent
stringclasses 231
values | module
stringclasses 16
values |
|---|---|---|---|
18,381
|
Can you show me the performance of my accounts from last year?
|
user.portfolio.account.performance
|
Portfolio Analytics 1
|
3,967
|
What are my account's biggest losers this year?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
9,831
|
wHAT IS IN MY WATCHLIST
|
user.watchlist.display
|
News Events
|
18,682
|
create a well-diversified portfolio
|
create_portfolio.diversified
|
Portfolio Construction
|
5,613
|
Help me start making money
|
build_goal
|
Goals
|
1,885
|
Which of my holdings are covered by ark
|
magnifi.other.retrieve.personalize
|
Research Subs
|
6,289
|
what percentage of my portfolio is made up of stocks in Apple Inc?
|
user.portfolio.exposure.security
|
Portfolio Analytics 1
|
1,015
|
Curencies top performers
|
world.exposures.multiple.list
|
Security Search
|
7,153
|
growth stocks outside the U.S.
|
world.exposures.multiple.list
|
Security Search
|
6,252
|
Search for solar energy investments
|
world.exposures.multiple.list
|
Security Search
|
6,940
|
how did the nhy1g9 portfolio perform over the last few weeks?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
20,848
|
What does the Sharpe ratio measure?
|
world.terminology.definition
|
Other
|
2,708
|
Can you look into my other online brokers for investments?
|
account.link_external_account
|
Other
|
3,577
|
can you show me the market drop
|
world.macroeconomic_data.market.drop
|
News Events
|
17,754
|
how about the average daily Percentage change?
|
unknown
|
Other
|
1,036
|
What is relevant for me from the latest issue of Profitable Trading Income trader from investor alley
|
magnifi.investors_alley.retrieve.personalize
|
Research Subs
|
6,061
|
How to invest in health care
|
world.exposures.multiple.list
|
Security Search
|
13,003
|
Ewz
|
world.exposures.single
|
Security Analytics 1
|
9,387
|
c
|
world.exposures.single
|
Security Analytics 1
|
20,847
|
Are there funds which have lower volatility in periods of high inflation?
|
world.exposures.multiple.list
|
Security Search
|
581
|
show all my transactions
|
account.view_transaction_history
|
Other
|
7,480
|
Explain future risk prediction
|
customer_support.explainability
|
Explainability
|
4,982
|
Which of my holdings have the highest yield
|
user.portfolio.holdings.list
|
Portfolio Analytics 1
|
16,486
|
diversify my portfolio
|
enhance_portfolio.diversify
|
Portfolio Enhancement
|
12,894
|
What is the total return on investment for berkshire hathaway
|
world.exposures.single.data
|
Security Analytics 1
|
9,305
|
How can I get started?
|
world.advice.investing.start
|
Portfolio Construction
|
1,388
|
How is inflation by categories
|
world.macroeconomic_data.inflation.inflation_by_category
|
News Events
|
9,338
|
close all my positions.
|
cart.sell
|
Trade
|
3,971
|
what is the implication of SPY's price change for me?
|
user.portfolio.impact
|
Portfolio Analytics 1
|
12,648
|
show me my subscriptions of Investor Alley Wealth acceleration report
|
magnifi.investors_alley.show
|
Research Subs
|
25,795
|
Which positions are below their cost basis?
|
user.portfolio.taxable_account.losses
|
Portfolio Analytics 2
|
1,763
|
impact on investments
|
unknown
|
Other
|
947
|
Are there investments that provide returns even when inflation is high?
|
world.advice.investing.inflation
|
Other
|
16,020
|
Do I own any underperforming funds?
|
enhance_portfolio.underperforming.funds
|
Portfolio Analytics 2
|
16,037
|
What exposure does my portfolio have to mid-cap stocks?
|
user.portfolio.exposure
|
Portfolio Analytics 1
|
7
|
MSFT, META, NVDA
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
23,849
|
top performing holdings in SCHA
|
world.exposures.multiple.list
|
Security Search
|
7,848
|
please do an analysis of EEMMF
|
world.exposures.analysis.buy
|
Portfolio Analytics 1
|
22,840
|
what is the latest research from moby?
|
magnifi.other.show
|
Research Subs
|
1,729
|
How much has SEEGX grown since last year?
|
world.exposures.single.data
|
Security Analytics 1
|
8,701
|
How is TGT doing?
|
world.exposures.single.data
|
Security Analytics 1
|
17,684
|
Could I get a regional breakdown?
|
world.exposures.multiple.segments
|
Other
|
5,006
|
And what about AMD?
|
unknown
|
Other
|
10,745
|
High-yield dividend funds
|
world.exposures.multiple.list
|
Security Search
|
11,896
|
compare SEEGX, BPTRX & FSELX
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
11,754
|
pull up my Moby stock suggestions.
|
magnifi.other.retrieve
|
Research Subs
|
5,680
|
Moderna compared to alternatives
|
world.exposures.multiple.comparison.search
|
Security Analytics 1
|
34,713
|
Discover stocks
|
world.exposures.multiple.list
|
Security Search
|
3,568
|
How is my mid-cap portfolio compared to the market?
|
user.portfolio.comparison
|
Portfolio Analytics 1
|
4,717
|
what is the national association of insurance commissioners (naic)?
|
world.terminology.definition
|
Other
|
7,790
|
roku
|
world.exposures.single
|
Security Analytics 1
|
742
|
What's last week's overview
|
user.portfolio.overview
|
Portfolio Analytics 1
|
11,725
|
show my consumer staples contribution to my pnl
|
user.portfolio.performance.contribution
|
Portfolio Analytics 1
|
3,600
|
large cap growth funds
|
world.exposures.multiple.list
|
Security Search
|
335
|
what strategies can I employ to minimize my investment tax liabilities?
|
enhance_portfolio.tax_location
|
Portfolio Analytics 2
|
5,509
|
what could be the potential impact on my investments if 10-year rates increase dramatically?
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
13,125
|
Sell $10,000 worth of AAPL.
|
cart.sell
|
Trade
|
6,608
|
You're cute!
|
unknown
|
Other
|
8,568
|
How did different asset classes perform this year?
|
world.exposures.multiple.segments
|
Other
|
7,994
|
summarize research from insider monkey's Premium Newsletter
|
magnifi.other.summarize
|
Research Subs
|
3,903
|
What's the price-to-book ratio of my investment portfolio?
|
user.portfolio.data
|
Portfolio Analytics 1
|
12,467
|
Which one had higher returns this week SPY or VTI?
|
world.exposures.multiple.comparison
|
Security Analytics 1
|
9,473
|
and its volatility
|
unknown
|
Other
|
14,345
|
gM
|
world.exposures.single
|
Security Analytics 1
|
16,565
|
How can I tell if my TIAA portfolio is too diversified?
|
user.portfolio.diversification
|
Portfolio Enhancement
|
8,668
|
How do I get back into my Powr rating?
|
magnifi.powr_ratings.resume
|
Research Subs
|
704
|
what is the dividend yield of my portfolio?
|
user.portfolio.data
|
Portfolio Analytics 1
|
15,296
|
i want to save for the future
|
build_goal
|
Goals
|
2,764
|
direxion daily s&p500 bull 3x
|
world.exposures.single
|
Security Analytics 1
|
4,869
|
What holdings are currently below purchase price?
|
user.portfolio.taxable_account.losses
|
Portfolio Analytics 2
|
4,731
|
No, do my health check
|
analyze_portfolio
|
Portfolio Enhancement
|
19,184
|
search for ev companies
|
world.exposures.multiple.list
|
Security Search
|
8,031
|
which of the SCHA stocks performed best in this week
|
world.exposures.multiple.list
|
Security Search
|
461
|
What are my performed the worst AI position in my portfolio?
|
user.portfolio.holdings.list.performance
|
Portfolio Analytics 1
|
6,839
|
Give me a high five!
|
unknown
|
Other
|
1,110
|
proshares ultra vix short-term futures
|
world.exposures.single
|
Security Analytics 1
|
9,327
|
Tza
|
world.exposures.single
|
Security Analytics 1
|
207
|
how did brexit affect my portfolio
|
user.portfolio.hypothetical.scenarios
|
Portfolio Analytics 1
|
7,814
|
are there any Investor Alley newsletters tailored to my needs?
|
magnifi.investors_alley
|
Research Subs
|
26,615
|
what is the PE ratio of VOO?
|
world.exposures.single.data
|
Security Analytics 1
|
4,420
|
how do correlations affect the performance of my investments?
|
world.terminology.causation
|
Other
|
1,810
|
what positions ARK talked about that I don't have
|
magnifi.other.retrieve.personalize
|
Research Subs
|
3,045
|
what steps do I need to take to resume my Powr rating process?
|
magnifi.powr_ratings.resume
|
Research Subs
|
2,542
|
my dad gave me 1,000 dollars how should I invest it?
|
world.advice.investing.budget_specific
|
Portfolio Construction
|
230
|
show me latest news about Peloton
|
world.news.security
|
News Events
|
3,438
|
Display contents of my tracklist
|
user.watchlist.display
|
News Events
|
1,207
|
how is IPAY trending?
|
world.exposures.single.data
|
Security Analytics 1
|
1,039
|
can you show me an analysis by region
|
world.exposures.multiple.segments
|
Other
|
27
|
vaccine Technology Baskets
|
world.exposures.multiple.list
|
Security Search
|
11,065
|
What was the return on my TIAA account over the past three months?
|
user.portfolio.performance
|
Portfolio Analytics 1
|
7,692
|
Which funds hold META
|
world.exposures.multiple.list
|
Security Search
|
11,587
|
bring up the dialogue we had on Tuesday.
|
user.conversation.history
|
Other
|
4,962
|
How can I make the most of AI for my portfolio analysis?
|
about_magnifi
|
FAQ
|
14,805
|
Which of my holdings are covered by Investor alley's ETF income Maximizer
|
magnifi.investors_alley.retrieve.personalize
|
Research Subs
|
8,411
|
Small cap us funds
|
world.exposures.multiple.list
|
Security Search
|
416
|
what is the PB ratio of Broadridge?
|
world.exposures.single.data
|
Security Analytics 1
|
16,534
|
what are the dividend I should expect in my portfolio
|
user.portfolio.data
|
Portfolio Analytics 1
|
1,361
|
What did the etf income trader from investor alley say last week?
|
magnifi.investors_alley.show
|
Research Subs
|
11,371
|
Liquidate $3,000 AAPL and allocate rest to VOO.
|
cart
|
Trade
|
1,502
|
How should I invest $25?
|
world.advice.investing.budget_specific
|
Portfolio Construction
|
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