Query_id int64 1 1.15k | Query stringlengths 3 106 | Elastic_search stringlengths 2 247 | List_of_portfolios stringclasses 43
values |
|---|---|---|---|
683 | revenue-based style etfs that performed well year to date | [{'text': 'year', 'ticker': 'YEAR'}, {'text': 'well', 'ticker': 'WELL'}] | null |
684 | which of my holdings have multi-cap exposure? | [{'text': 'all', 'ticker': 'ALL'}] | null |
685 | Show me big cap equity funds to invest in | [{'text': 'me', 'ticker': 'ME'}] | null |
686 | what are the popular mid size cap stocks | [{'text': 'tech', 'ticker': 'TECH'}, {'text': 'popular', 'ticker': 'BPOP'}, {'text': 'mid', 'ticker': 'MID'}, {'text': 'are', 'ticker': 'ARE'}] | null |
687 | How are small caps trending this year? | [{'text': 'year', 'ticker': 'YEAR'}, {'text': 'are', 'ticker': 'ARE'}, {'text': 'caps', 'ticker': 'CAPS'}] | null |
688 | Invest in small and mid cap stocks with good performance this quarter | [{'text': 'mid', 'ticker': 'MID'}, {'text': 'good', 'ticker': 'GOOD'}, {'text': 'year', 'ticker': 'YEAR'}] | null |
689 | show me etfs with trend following strategy | [{'text': 'me', 'ticker': 'ME'}] | null |
690 | How is volatility factor doing this month? | [{'text': 'year', 'ticker': 'YEAR'}] | null |
691 | Compare general electric and large cap blend | [] | null |
692 | compare small cap growth to tech sector | [{'text': 'tech', 'ticker': 'TECH'}] | null |
693 | How is the Value style trending? | [] | null |
694 | What is the correlation between GE and GEV? | [{'text': 'GEV', 'ticker': 'GEV'}, {'text': 'GE', 'ticker': 'GE'}] | null |
695 | how much assets does Invesco S&P 500 Equal Weight Energy fund have? | [{'text': 'fund', 'ticker': 'FUND'}, {'text': 'S&P', 'ticker': 'SP'}, {'text': 'invesco', 'ticker': 'IVZ'}] | null |
696 | What are fund flows? | [{'text': 'are', 'ticker': 'ARE'}, {'text': 'fund', 'ticker': 'FUND'}] | null |
697 | What is the 1 yr beta of my portfolio | [{'text': '1', 'ticker': 'DRI'}] | null |
698 | How much in-flow has energy sector received this week? | [{'text': 'year', 'ticker': 'YEAR'}, {'text': 'has', 'ticker': 'HAS'}] | null |
699 | how much funds have been flowing out of small-cap category | [{'text': 'been', 'ticker': 'BEEN'}, {'text': 'out', 'ticker': 'OUT'}] | null |
700 | compare ISPY net asset value and price | [{'text': 'ISPY', 'ticker': 'ISPY'}] | null |
701 | Which of my holdings are at their all time high? | [{'text': 'at', 'ticker': 'T'}, {'text': 'all', 'ticker': 'ALL'}, {'text': 'high', 'ticker': 'HIGH'}, {'text': 'are', 'ticker': 'ARE'}, {'text': 'time', 'ticker': 'TIME'}] | null |
702 | show me utility sector stocks that are trading at 52-week low | [{'text': 'low', 'ticker': 'LOW'}, {'text': 'at', 'ticker': 'T'}, {'text': 'are', 'ticker': 'ARE'}, {'text': 'me', 'ticker': 'ME'}] | null |
703 | what's the 3-months volume weighted average price of spy? | [{'text': 'spy', 'ticker': 'SPY'}] | null |
704 | What is my portfolio 1 year alpha vs the market | [{'text': 'year', 'ticker': 'YEAR'}, {'text': '1', 'ticker': 'DRI'}, {'text': 'vs', 'ticker': 'VS'}, {'text': 'alpha', 'ticker': 'ALPC'}] | null |
705 | what is the annualized growth rate of GE for last 10 years? | [{'text': 'GE', 'ticker': 'GE'}, {'text': 'for', 'ticker': 'FOR'}, {'text': 'rate', 'ticker': 'RATE'}] | null |
706 | what are my average return over past 2 weeks | [{'text': 'are', 'ticker': 'ARE'}, {'text': 'year', 'ticker': 'YEAR'}, {'text': '1', 'ticker': 'DRI'}] | null |
707 | Chart showing the cumulative growth rate of hapy | [{'text': 'hapy', 'ticker': 'HAPY'}] | null |
708 | What is the information ratio of BRK.B? | [{'text': 'year', 'ticker': 'YEAR'}] | null |
709 | which of my stocks have highest sortino for past 2 quarters? | [{'text': 'for', 'ticker': 'FOR'}] | null |
710 | the implied vols difference between amzn and WMT | [{'text': 'amzn', 'ticker': 'AMZN'}, {'text': 'WMT', 'ticker': 'WMT'}] | null |
711 | how much shares outstanding does robinhood have? | [{'text': 'robinhood', 'ticker': 'HOOD'}] | null |
712 | compare ma for boeing and united | [{'text': 'boeing', 'ticker': 'BA'}, {'text': 'united', 'ticker': 'UTNDF'}, {'text': 'for', 'ticker': 'FOR'}, {'text': 'ma', 'ticker': 'MA'}] | null |
713 | show me real estate funds with best track history last 3 year | [{'text': 'me', 'ticker': 'ME'}, {'text': 'year', 'ticker': 'YEAR'}, {'text': 'best', 'ticker': 'BEST'}] | null |
714 | when was IVV incepted? | [{'text': 'when', 'ticker': 'WHEN'}, {'text': 'IVV', 'ticker': 'IVV'}] | null |
715 | what are some smart beta funds I can invest in? | [{'text': 'are', 'ticker': 'ARE'}, {'text': 'some', 'ticker': 'SOME'}, {'text': 'can', 'ticker': 'CAN'}] | null |
716 | what ETF is weighted based on revenues of underlying stocks | [{'text': 'on', 'ticker': 'ON'}, {'text': 'are', 'ticker': 'ARE'}] | null |
717 | show me volatility weighted etfs I can explore? | [{'text': 'can', 'ticker': 'CAN'}, {'text': 'me', 'ticker': 'ME'}] | null |
718 | What are etfs with market size weighting of their holdings | [{'text': 'are', 'ticker': 'ARE'}, {'text': 'size', 'ticker': 'SIZE'}] | null |
719 | What is the russian currency exposure of acwi | [{"text":"acwi","ticker":"ACWI"}] | null |
720 | What exposure does my portfolio have to growth investment styles? | [] | null |
721 | is this a good time to invest in the financial sector? | [{"text":"a","ticker":"A"},{"text":"good","ticker":"GOOD"},{"text":"time","ticker":"TIME"}] | null |
722 | Is now a good time to invest in treasuries | [{"text":"now","ticker":"NOW"},{"text":"good","ticker":"GOOD"},{"text":"time","ticker":"TIME"},{"text":"a","ticker":"A"}] | null |
723 | Should I be long corporate bonds? | [{"text":"be","ticker":"BE"}] | null |
724 | jp morgan f lockheed sharpe volume ebitda | [{"text":"f","ticker":"F"},{"text":"lockheed","ticker":"LMT"}] | null |
725 | What are the implications of the US Equity move on Nov 30? | [{"text":"move","ticker":"MOVE"},{"text":"on","ticker":"ON"},{"text":"are","ticker":"ARE"},{"text":"nov","ticker":"NOV"}] | null |
726 | What are the implications of the us fixed income move on Aug 16? | [{"text":"are","ticker":"ARE"},{"text":"on","ticker":"ON"},{"text":"move","ticker":"MOVE"}] | null |
727 | What are the implications of the global equity move on Feb 5? | [{"text":"move","ticker":"MOVE"},{"text":"on","ticker":"ON"},{"text":"are","ticker":"ARE"}] | null |
728 | What are the implications of the Global Fixed Income move on June 20? | [{"text":"move","ticker":"MOVE"},{"text":"on","ticker":"ON"},{"text":"are","ticker":"ARE"},{"text":"june","ticker":"JUNE"}] | null |
729 | Compare AI and Biotech thematics | [{"text":"AI","ticker":"AI"},{"text":"Biotech","ticker":"BMCS"}] | null |
730 | What is the underlying index of SPY? | [{"text":"spy","ticker":"SPY"},{"text":"index","ticker":"INDEX"}] | null |
731 | Whats the latest on AM? | [{"text":"on","ticker":"ON"},{"text":"am","ticker":"AM"}] | null |
732 | Compare AM with its alternatives | [{"text":"am","ticker":"AM"}] | null |
733 | What are the implications of ABEVs stock move on June 7th? | [{"text":"move","ticker":"MOVE"},{"text":"on","ticker":"ON"},{"text":"are","ticker":"ARE"},{"text":"june","ticker":"JUNE"}] | null |
734 | what is my pl | [{"text":"pl","ticker":"PL"}] | null |
735 | What is the contribution of MRNA to my expected risk? | [{"text":"mrna","ticker":"MRNA"}] | null |
736 | what is the yield of my portfolio? | [] | null |
737 | how did market perform in May 2024? | [] | null |
738 | Is my portfolio overexposed to oil and gas sector? | [{"text":"oil","ticker":"OIL"}] | null |
740 | how is the market doing this week | [] | null |
741 | How is spy doing current week | [{"text":"spy","ticker":"SPY"}] | null |
742 | Build a portfolio of energy stocks with yield over 5% | [{"text":"a","ticker":"A"}] | null |
743 | whats the dividend yield of my portfolio | [] | null |
744 | whats the dividend of my portfolio | [] | null |
745 | low cost ETFs similar to UWM | [{"text":"low","ticker":"LOW"},{"text":"cost","ticker":"COST"},{"text":"uwm","ticker":"UWM"}] | null |
747 | what was the closing price of veon yesterday | [{"text":"veon","ticker":"VEON"}] | null |
748 | what is the current fmv of salesforce | [{"text":"salesforce","ticker":"CRM"}] | null |
749 | what is my region diversification | [] | null |
750 | how much fund fees do I pay | [{"text":"do","ticker":"DO"},{"text":"fund","ticker":"FUND"},{"text":"pay","ticker":"PAY"}] | null |
751 | What is my total exposure to the automobile sector? | [{"text":"total","ticker":"TTE"}] | null |
752 | What is my buying power? | [] | null |
753 | Project the expected return and risks of my current portfolio over the next 6 months | [{"text":"next","ticker":"NEXT"}] | null |
754 | Which stocks are new in the TDH portfolio? | [{"text":"are","ticker":"ARE"},{"text":"tdh","ticker":"PETZ"}] | null |
755 | what's teslas 14 day atr | [{"text":"day","ticker":"DAY"},{"text":"atr","ticker":"ATR"},{"text":"s","ticker":"S"}] | null |
756 | how are biotechnologies currently | [{"text":"are","ticker":"ARE"}] | null |
757 | when did pffa launch | [{"text":"pffa","ticker":"PFFA"},{"text":"when","ticker":"WHEN"}] | null |
758 | what is the pe of slg | [{"text":"slg","ticker":"SLG"}] | null |
759 | what's levels for noc | [{"text":"s","ticker":"S"},{"text":"for","ticker":"FOR"},{"text":"noc","ticker":"NOC"}] | null |
760 | VOO 10 day moving average value | [{"text":"day","ticker":"DAY"},{"text":"voo","ticker":"VOO"}] | null |
761 | how are Gold etfs | [{"text":"gold","ticker":"GOLD"},{"text":"are","ticker":"ARE"}] | null |
762 | What is the distribution rate on IWMY? | [{"text":"on","ticker":"ON"},{"text":"iwmy","ticker":"IWMY"},{"text":"rate","ticker":"RATE"}] | null |
763 | what is the difference between net income and profit margin? | [{"text":"net","ticker":"NET"}] | null |
764 | how much is magnifi | [] | null |
765 | stocks in my portfolio with low exposure to energy | [{"text":"low","ticker":"LOW"}] | null |
766 | which stocks in my portfolio have the least exposure to healthcare? | [{"text":"healthcare","ticker":"HLTC"}] | null |
767 | stocks in my portfolio with high exposure to semiconductors | [{"text":"high","ticker":"HIGH"}] | null |
768 | Which stocks in my portfolio have the greatest exposure to the automobile sector? | [] | null |
769 | what are the holdings of SPY index | [{"text":"are","ticker":"ARE"},{"text":"spy","ticker":"SPY"},{"text":"index","ticker":"INDEX"}] | null |
770 | How much money is in my schwab account? | [{"text":"schwab","ticker":"SCHW"}] | null |
771 | fidelity fees breakdown please? | [{"text":"fidelity","ticker":"FNF"}] | null |
772 | Could you tell me my Schwab portfolio's dividend yield? | [{"text":"schwab","ticker":"SCHW"},{"text":"you","ticker":"YOU"},{"text":"tell","ticker":"TELL"},{"text":"me","ticker":"ME"},{"text":"s","ticker":"S"}] | null |
773 | what assets in my portfolio have the largest profitability to risk ratio | [] | null |
774 | How is low volatility trending? | [{"text":"low","ticker":"LOW"}] | null |
775 | How is low volatility factor trending? | [{"text":"low","ticker":"LOW"}] | null |
776 | How is volatility factor trending? | [] | null |
778 | what is my exposure to technology holdings | [] | null |
779 | do you know the 52 week high of ARM ticker? | [{"text":"do","ticker":"DO"},{"text":"arm","ticker":"ARM"},{"text":"know","ticker":"KNOW"},{"text":"you","ticker":"YOU"},{"text":"high","ticker":"HIGH"}] | null |
781 | what was the closing price of pfizer? | [{"text":"pfizer","ticker":"PFE"}] | null |
782 | at what price did moderna open today? | [{"text":"at","ticker":"T"},{"text":"open","ticker":"OPEN"},{"text":"moderna","ticker":"MRNA"}] | null |
783 | what is the 52 week range for ABR | [{"text":"for","ticker":"FOR"},{"text":"abr","ticker":"ABR"}] | null |
784 | what is the interest rate exposure of POTX | [{"text":"rate","ticker":"RATE"},{"text":"potx","ticker":"POTX"}] | null |
785 | what is the market exposure of GLD | [{"text":"gld","ticker":"GLD"}] | null |
786 | fair market value of tesla | [{"text":"tesla","ticker":"TSLA"}] | null |
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