Query_id
int64 1
2.01k
| Query
stringlengths 3
112
| Elastic_search
stringlengths 2
247
| virtual_portfolios
stringclasses 44
values | Parser_output
stringlengths 2
320
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|---|---|---|---|---|
1,849 | What are the best performing bonds with low exposure to europe in my holdings? | [{'text':'are','ticker':'ARE'},{'text':'low','ticker':'LOW'},{'text':'best','ticker':'BEST'}] | [] | [{'best performing':['preference/high','attribute/technical/returns']},{'bonds':['asset_type/bonds']},{'europe':['exposure/region/europe']},{'holdings':['vehicle/portfolio']}] |
1,852 | Do I have any AI exposure in my portfolio? | [{'text':'ai','ticker':'AI'},{'text':'any','ticker':'ANY'},{'text':'do','ticker':'DO'}] | [] | [{'AI':['exposure/theme/technology/artificial_intelligence']},{'portfolio':['vehicle/portfolio']}] |
1,856 | Can you tell me about my retail stocks? | [{'text':'can','ticker':'CAN'},{'text':'you','ticker':'YOU'},{'text':'retail','ticker':'RHDGF'},{'text':'me','ticker':'ME'},{'text':'tell','ticker':'TELL'}] | [] | [{'retail':['exposure/sector/consumer_discretionary/retail']},{'stocks':['asset_type/single_stocks']}] |
1,859 | how much money have I made in total so far | [{'text':'made','ticker':'MADE'},{'text':'so','ticker':'SO'},{'text':'total','ticker':'TTE'},{'text':'far','ticker':'FARYF'}] | [] | [{'made':['attribute/technical/gains']},{'so far':['time/since_inception']}] |
1,861 | What are my long-term losses, if any? | [{'text':'any','ticker':'ANY'},{'text':'term','ticker':'TERM'},{'text':'are','ticker':'ARE'}] | [] | [{'long-term losses': ['attribute/technical/losses/long_term']}] |
1,862 | where do I have biggest long term losses | [{'text':'term','ticker':'TERM'},{'text':'do','ticker':'DO'}] | [] | [{'biggest long term losses':['preference/high','attribute/technical/losses/long_term']}] |
1,863 | do I have any long term gains? | [{'text':'term','ticker':'TERM'},{'text':'any','ticker':'ANY'},{'text':'do','ticker':'DO'}] | [] | [{'long term gains':['attribute/technical/gains/long_term']}] |
1,864 | Are there any long-term capital gains in my account? | [{'text':'term','ticker':'TERM'},{'text':'any','ticker':'ANY'},{'text':'are','ticker':'ARE'}] | [] | [{'long-term capital gains':['attribute/technical/gains/long_term']},{'account':['vehicle/portfolio']}] |
1,865 | Could you tell me if I’ve got long-term gains? | [{'text':'you','ticker':'YOU'},{'text':'term','ticker':'TERM'},{'text':'me','ticker':'ME'},{'text':'tell','ticker':'TELL'}] | [] | [{'long-term gains':['attribute/technical/gains/long_term']}] |
1,866 | show my largest short term gain | [{'text':'gain','ticker':'GAIN'},{'text':'term','ticker':'TERM'}] | [] | [{'largest short term gain':['preference/high','attribute/technical/gains/short_term']}] |
1,867 | What are my short-term losses, if any? | [{'text':'term','ticker':'TERM'},{'text':'are','ticker':'ARE'},{'text':'any','ticker':'ANY'}] | [] | [{'short-term losses': ['attribute/technical/losses/short_term']}] |
1,868 | Which of my CEFs are losing the most? | [{'text':'are','ticker':'ARE'},{'text':'cefs','ticker':'CEFS'}] | [] | [{'CEFs':['vehicle/funds/closed_end']},{'losing the most':['preference/high','attribute/technical/losses']}] |
1,869 | who are my loser CEFs? | [{'text':'cefs','ticker':'CEFS'},{'text':'are','ticker':'ARE'}] | [] | [{'loser':['preference/low','attribute/technical/losses']},{'CEFs':['vehicle/funds/closed_end']}] |
1,871 | who are my winner CEFs? | [{'text':'cefs','ticker':'CEFS'},{'text':'are','ticker':'ARE'}] | [] | [{'winner':['preference/high','attribute/technical/gains']},{'CEFs':['vehicle/funds/closed_end']}] |
1,872 | do any of my securities have duplicates? | [{'text':'any','ticker':'ANY'},{'text':'do','ticker':'DO'}] | [] | [{'securities':['asset_type']}] |
1,874 | what stocks in my portfolio are outperforming the S&P | [{'text':'s&p','ticker':'S'},{'text':'are','ticker':'ARE'}] | [] | [{'stocks':['asset_type/single_stocks']},{'portfolio':['vehicle/portfolio']},{'outperforming':['preference/high','attribute/technical/returns']},{'S&P':['exposure/index/sp_500']}] |
1,876 | What is my portfolio's risk contribution from hood? | [{'text':'hood','ticker':'HOOD'},{'text':'s','ticker':'S'}] | [] | [{'portfolio':['vehicle/portfolio']},{'risk':['attribute/technical/risk']},{'hood':['ticker/HOOD']}] |
1,888 | How will the declining UK stock index affect my portfolio? | [{'text':'index','ticker':'INDEX'},{'text':'uk','ticker':'UK'}] | [] | [{'UK':['exposure/region/united_kingdom']},{'stock':['asset_type/equity']},{'index':['exposure/index']},{'portfolio':['vehicle/portfolio']}] |
1,908 | Explanation for yesterday’s energy movement | [{'text':'s','ticker':'S'},{'text':'for','ticker':'FOR'}] | [] | [{'yesterday':['time/yesterday']},{'energy':['exposure/sector/energy']}] |
1,909 | latest headlines for AMZN | [{'text':'amzn','ticker':'AMZN'},{'text':'for','ticker':'FOR'}] | [] | [{'latest':['time/today']},{'headlines':['exposure/event']},{'AMZN': ['ticker/AMZN']}] |
1,913 | Compare ual dal and jblu | [{'text':'jblu','ticker':'JBLU'},{'text':'dal','ticker':'DAL'},{'text':'ual','ticker':'UAL'}] | [] | [{'ual':['ticker/UAL']},{'dal':['ticker/DAL']},{'jblu':['ticker/JBLU']}] |
1,915 | what is my exposure via CEFs I hold | [{'text':'hold','ticker':'HOLD'},{'text':'cefs','ticker':'CEFS'},{'text':'via','ticker':'VIA'}] | [] | [{'CEFs':['vehicle/funds/closed_end']}] |
1,918 | how much exposure do I have in MF | [{'text':'mf','ticker':'MF'},{'text':'do','ticker':'DO'}] | [] | [{'MF':['vehicle/funds/mf']}] |
1,922 | provide all my alternative holdings | [{'text':'alternative','ticker':'AIKO'},{'text':'all','ticker':'ALL'}] | [] | [{'alternative':['asset_type/alternatives']}, {'holdings': ['vehicle/portfolio']}] |
1,924 | which alternative securities do i hold | [{'text':'alternative','ticker':'AIKO'},{'text':'hold','ticker':'HOLD'},{'text':'do','ticker':'DO'}] | [] | [{'alternative securities':['asset_type/alternatives']}] |
1,927 | What is the total value of my cash? | [{'text':'cash','ticker':'CASH'},{'text':'total','ticker':'TTE'}] | [] | [{'cash':['asset_type/cash_allocation']}] |
1,932 | Does AAPL show up in any newsletters I follow? | [{'text':'aapl','ticker':'AAPL'},{'text':'any','ticker':'ANY'},{'text':'up','ticker':'UP'}] | [] | [{'AAPL':['ticker/AAPL']}] |
1,933 | Is AAPL covered by my newsletters from last week? | [{'text':'by','ticker':'BY'},{'text':'aapl','ticker':'AAPL'}] | [] | [{'AAPL':['ticker/AAPL']},{'last week':['time/last_week']}] |
1,934 | What are my subscriptions recommending right now? | [{'text':'now','ticker':'NOW'},{'text':'are','ticker':'ARE'}] | [] | [{'right now':['time/today']}] |
1,935 | What's the consensus pick across my subscriptions? | [{'text':'s','ticker':'S'},{'text':'pick','ticker':'PICK'},{'text':'consensus','ticker':'CCSI'}] | [] | [] |
1,937 | Could you provide me with the schedule of upcoming earnings releases for LULU? | [{'text':'lulu','ticker':'LULU'},{'text':'me','ticker':'ME'},{'text':'for','ticker':'FOR'},{'text':'you','ticker':'YOU'}] | [] | [{'earnings releases': ['attribute/earnings_date']}, {'LULU': ['ticker/LULU']}] |
1,938 | What are the incoming releases for PEP? | [{'text':'pep','ticker':'PEP'},{'text':'for','ticker':'FOR'},{'text':'are','ticker':'ARE'}] | [] | [{'incoming releases': ['attribute/earnings_date']}, {'PEP': ['ticker/PEP']}] |
1,939 | Show me the PEP announcements coming up | [{'text':'up','ticker':'UP'},{'text':'pep','ticker':'PEP'},{'text':'me','ticker':'ME'}] | [] | [{'PEP':['ticker/PEP']},{'announcements':['attribute/earnings_date']}] |
1,940 | compare china with broader Emerging market | [{'text':'emerging','ticker':'EMRH'},{'text':'china','ticker':'CHHL'}] | [] | [{'china': ['exposure/region/china']},{'Emerging market':['exposure/region/emerging_markets']}] |
1,941 | What are the top positions in my portfolio? | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'}] | [] | [{'my portfolio':['vehicle/portfolio']}] |
1,942 | List my top ETFs by return | [{'text':'by','ticker':'BY'},{'text':'top','ticker':'TOP'}] | [] | [{'top * by return':['preference/high','attribute/technical/returns']},{'ETFs':['vehicle/funds/etf']}] |
1,943 | Which investments make up the top of my portfolio? | [{'text':'up','ticker':'UP'},{'text':'make','ticker':'MAKE'},{'text':'top','ticker':'TOP'}] | [] | [{'my portfolio':['vehicle/portfolio']}] |
1,944 | What are the top contributors to my portfolio performance? | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'}] | [] | [{'top contributors * performance':['preference/high','attribute/technical/returns']},{'my portfolio':['vehicle/portfolio']}] |
1,945 | What are my top sectors? | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'}] | [] | [{'sectors':['exposure/sector']}] |
1,946 | what are the top holdings in my portfolio | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'}] | [] | [{'top':['preference/high','attribute/technical/returns']},{'my portfolio':['vehicle/portfolio']}] |
1,947 | Is AAPL one of SPY's top holdings? | [{'text':'SPY','ticker':'SPY'},{'text':'AAPL','ticker':'AAPL'}] | [] | [{'AAPL':['ticker/AAPL']},{'SPY':['ticker/SPY']}] |
1,948 | What are the top holdings in SPY? | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'},{'text':'spy','ticker':'SPY'}] | [] | [{'SPY':['ticker/SPY']}] |
1,949 | Show the top 10 stocks in QQQ. | [{'text':'qqq.','ticker':'QQQ'},{'text':'top','ticker':'TOP'}] | [] | [{'stocks':['asset_type/single_stocks']},{'QQQ':['ticker/QQQ']}] |
1,950 | Which companies are in the top positions of VTI? | [{'text':'are','ticker':'ARE'},{'text':'vti','ticker':'VTI'},{'text':'top','ticker':'TOP'}] | [] | [{'companies':['asset_type/single_stocks']},{'VTI':['ticker/VTI']}] |
1,951 | Top assets held by ARKK? | [{'text':'by','ticker':'BY'},{'text':'top','ticker':'TOP'},{'text':'arkk','ticker':'ARKK'}] | [] | [{'assets':['vehicle/portfolio']},{'ARKK':['ticker/ARKK']}] |
1,952 | Who is the CEO of walmart? | [{'text':'walmart','ticker':'WMT'},{'text':'ceo','ticker':'CEOA'}] | [] | [{'walmart':['ticker/WMT']}] |
1,958 | Give me a breakdown of ISDB by sectors | [{'text':'by','ticker':'BY'},{'text':'a','ticker':'A'},{'text':'me','ticker':'ME'},{'text':'isdb','ticker':'ISDB'}] | [] | [{'ISDB':['ticker/ISDB']},{'sectors':['exposure/sector']}] |
1,961 | What is the tech exposure of SPY | [{'text':'spy','ticker':'SPY'},{'text':'tech','ticker':'TECH'}] | [] | [{'tech':['exposure/sector/it']},{'SPY':['ticker/SPY']}] |
1,962 | What is the tech and energy exposure in SPY | [{'text':'spy','ticker':'SPY'},{'text':'tech','ticker':'TECH'}] | [] | [{'tech':['exposure/sector/it']},{'energy':['exposure/sector/energy']},{'SPY':['ticker/SPY']}] |
1,965 | how’s my performance vs mkt this year? | [{'text':'year','ticker':'YEAR'},{'text':'vs','ticker':'VS'},{'text':'s','ticker':'S'}] | [] | [{'performance': ['attribute/technical/returns']},{'mkt': ['asset_type']},{'this year': ['time/since_this_year']}] |
1,966 | What's my exposure to oil and gas drilling | [{'text':'s','ticker':'S'},{'text':'drilling','ticker':'DDRLF'},{'text':'oil','ticker':'OIL'}] | [] | [{'oil and gas drilling': ['exposure/sector/energy/oil_and_gas_drilling']}] |
1,967 | is VT a good option for global diversification? | [{'text':'vt','ticker':'VT'},{'text':'a','ticker':'A'},{'text':'for','ticker':'FOR'},{'text':'good','ticker':'GOOD'}] | [] | [{'VT':['ticker/VT']},{'global diversification':['attribute/diversification']}] |
1,971 | what’s the geographic breakdown of VT’s holdings? | [{'text':'vt','ticker':'VT'},{'text':'s','ticker':'S'}] | [] | [{'geographic breakdown':['exposure/region']},{'VT':['ticker/VT']}] |
1,972 | how is VT allocated by region? | [{'text':'by','ticker':'BY'},{'text':'vt','ticker':'VT'}] | [] | [{'region':['exposure/region']},{'VT':['ticker/VT']}] |
1,973 | what are the top regions in VT? | [{'text':'are','ticker':'ARE'},{'text':'vt','ticker':'VT'},{'text':'top','ticker':'TOP'},{'text':'s','ticker':'S'}] | [] | [{'regions':['exposure/region']},{'VT':['ticker/VT']}] |
1,974 | How is Meta classified sector-wise? | [{'text':'wise','ticker':'WISE'},{'text':'meta','ticker':'META'}] | [] | [{'Meta':['ticker/META']},{'sector-wise':['exposure/sector']}] |
1,976 | How is SPY diversified by sector? | [{'text':'diversified','ticker':'DEC'},{'text':'spy','ticker':'SPY'},{'text':'by','ticker':'BY'}] | [] | [{'SPY':['ticker/SPY']},{'diversified by sector':['attribute/diversification/sector']}] |
1,977 | What are the top sectors in SPY? | [{'text':'top','ticker':'TOP'},{'text':'are','ticker':'ARE'},{'text':'spy','ticker':'SPY'}] | [] | [{'sectors':['exposure/sector']},{'SPY':['ticker/SPY']}] |
1,979 | ACWI composition by asset type | [{'text':'by','ticker':'BY'},{'text':'acwi','ticker':'ACWI'}] | [] | [{'ACWI':['ticker/ACWI']},{'asset type':['asset_type']}] |
1,980 | Asset class weights in the ACWI index | [{'text':'index','ticker':'INDEX'},{'text':'acwi','ticker':'ACWI'}] | [] | [{'Asset class':['asset_type']},{'ACWI':['ticker/ACWI']}] |
1,982 | Composition of IWV by investment style | [{'text':'by','ticker':'BY'},{'text':'iwv','ticker':'IWV'}] | [] | [{'IWV':['ticker/IWV']},{'investment style':['attribute/style']}] |
1,983 | IWV’s allocation across growth, value, and blend categories? | [{'text':'s','ticker':'S'},{'text':'iwv','ticker':'IWV'}] | [] | [{'IWV':['ticker/IWV']},{'growth':['attribute/style/growth']},{'value':['attribute/style/value']},{'blend':['attribute/style/blend']}] |
1,984 | What’s the value vs. growth vs. core mix in IWV? | [{'text':'iwv','ticker':'IWV'},{'text':'vs.','ticker':'VS'},{'text':'s','ticker':'S'}] | [] | [{'value':['attribute/style/value']},{'growth':['attribute/style/growth']},{'core':['attribute/style/blend']},{'IWV':['ticker/IWV']}] |
1,985 | Style segmentation of IWV’s holdings | [{'text':'s','ticker':'S'},{'text':'iwv','ticker':'IWV'}] | [] | [{'Style segmentation':['attribute/style']},{'IWV':['ticker/IWV']}] |
1,986 | How diversified is IWV across different investment styles? | [{'text':'iwv','ticker':'IWV'},{'text':'diversified','ticker':'DEC'}] | [] | [{'diversified':['preference/high','attribute/diversification']},{'IWV':['ticker/IWV']},{'investment styles':['attribute/style']}] |
1,987 | Does IWV tilt toward value, growth, or blend? | [{'text':'tilt','ticker':'TILT'},{'text':'iwv','ticker':'IWV'},{'text':'or','ticker':'OR'}] | [] | [{'IWV':['ticker/IWV']},{'value':['attribute/style/value']},{'growth':['attribute/style/growth']},{'blend':['attribute/style/blend']}] |
1,988 | What’s the distribution of IWV across size factors? | [{'text':'iwv','ticker':'IWV'},{'text':'s','ticker':'S'},{'text':'size','ticker':'SIZE'}] | [] | [{'IWV':['ticker/IWV']},{'size factors':['attribute/style/size']}] |
1,993 | is VT invested worldwide? | [{'text':'worldwide','ticker':'WWDH'},{'text':'vt','ticker':'VT'}] | [] | [{'VT':['ticker/VT']},{'worldwide':['exposure/region/global']}] |
1,995 | is VT more globally diversified than VTI? | [{'text':'vt','ticker':'VT'},{'text':'diversified','ticker':'DEC'},{'text':'more','ticker':'MORE'},{'text':'vti','ticker':'VTI'}] | [] | [{'VT':['ticker/VT']},{'more globally diversified':['preference/high','attribute/diversification']},{'VTI':['ticker/VTI']}] |
1,996 | what is SPY at right now | [{'text':'spy','ticker':'SPY'},{'text':'now','ticker':'NOW'},{'text':'at','ticker':'ATS'}] | [] | [{'SPY': ['ticker/SPY']}, {'right now': ['time/today']}] |
1,999 | how much gold miner stocks do i have | [{'text':'do','ticker':'DO'},{'text':'gold','ticker':'GOLD'}] | [] | [{'gold miner':['exposure/sector/materials/gold']},{'stocks':['asset_type/single_stocks']}] |
2,001 | Which of my holdings have been affected by US Equities sector? | [{'text':'by','ticker':'BY'},{'text':'been','ticker':'BEEN'}] | [] | [{'holdings':['vehicle/portfolio']},{'US Equities':['asset_type/composite/us_equity']}] |
2,003 | Which of my holdings have been affected by US market? | [{'text':'by','ticker':'BY'},{'text':'been','ticker':'BEEN'}] | [] | [{'holdings':['vehicle/portfolio']},{'US market':['asset_type/equity']}] |
2,008 | Performance of gene editing industry this year | [{'text':'year','ticker':'YEAR'},{'text':'gene','ticker':'GENE'}] | [] | [{'Performance': ['attribute/technical/returns']}, {'gene editing': ['exposure/theme/healthcare/precision_medicine']}, {'this year': ['time/since_this_year']}] |
2,010 | how am I doing relative to spy? | [{'text':'spy','ticker':'SPY'},{'text':'am','ticker':'AM'}] | [] | [{'how am I doing':['attribute/technical/returns']},{'spy':['ticker/SPY']}] |
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