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
|
|---|---|---|---|---|
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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