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'}]
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684
which of my holdings have multi-cap exposure?
[{'text': 'all', 'ticker': 'ALL'}]
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685
Show me big cap equity funds to invest in
[{'text': 'me', 'ticker': 'ME'}]
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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'}]
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687
How are small caps trending this year?
[{'text': 'year', 'ticker': 'YEAR'}, {'text': 'are', 'ticker': 'ARE'}, {'text': 'caps', 'ticker': 'CAPS'}]
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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'}]
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689
show me etfs with trend following strategy
[{'text': 'me', 'ticker': 'ME'}]
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690
How is volatility factor doing this month?
[{'text': 'year', 'ticker': 'YEAR'}]
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691
Compare general electric and large cap blend
[]
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692
compare small cap growth to tech sector
[{'text': 'tech', 'ticker': 'TECH'}]
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693
How is the Value style trending?
[]
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694
What is the correlation between GE and GEV?
[{'text': 'GEV', 'ticker': 'GEV'}, {'text': 'GE', 'ticker': 'GE'}]
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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'}]
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696
What are fund flows?
[{'text': 'are', 'ticker': 'ARE'}, {'text': 'fund', 'ticker': 'FUND'}]
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697
What is the 1 yr beta of my portfolio
[{'text': '1', 'ticker': 'DRI'}]
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698
How much in-flow has energy sector received this week?
[{'text': 'year', 'ticker': 'YEAR'}, {'text': 'has', 'ticker': 'HAS'}]
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699
how much funds have been flowing out of small-cap category
[{'text': 'been', 'ticker': 'BEEN'}, {'text': 'out', 'ticker': 'OUT'}]
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700
compare ISPY net asset value and price
[{'text': 'ISPY', 'ticker': 'ISPY'}]
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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'}]
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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'}]
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703
what's the 3-months volume weighted average price of spy?
[{'text': 'spy', 'ticker': 'SPY'}]
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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'}]
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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'}]
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706
what are my average return over past 2 weeks
[{'text': 'are', 'ticker': 'ARE'}, {'text': 'year', 'ticker': 'YEAR'}, {'text': '1', 'ticker': 'DRI'}]
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707
Chart showing the cumulative growth rate of hapy
[{'text': 'hapy', 'ticker': 'HAPY'}]
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708
What is the information ratio of BRK.B?
[{'text': 'year', 'ticker': 'YEAR'}]
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709
which of my stocks have highest sortino for past 2 quarters?
[{'text': 'for', 'ticker': 'FOR'}]
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710
the implied vols difference between amzn and WMT
[{'text': 'amzn', 'ticker': 'AMZN'}, {'text': 'WMT', 'ticker': 'WMT'}]
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711
how much shares outstanding does robinhood have?
[{'text': 'robinhood', 'ticker': 'HOOD'}]
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712
compare ma for boeing and united
[{'text': 'boeing', 'ticker': 'BA'}, {'text': 'united', 'ticker': 'UTNDF'}, {'text': 'for', 'ticker': 'FOR'}, {'text': 'ma', 'ticker': 'MA'}]
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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'}]
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714
when was IVV incepted?
[{'text': 'when', 'ticker': 'WHEN'}, {'text': 'IVV', 'ticker': 'IVV'}]
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715
what are some smart beta funds I can invest in?
[{'text': 'are', 'ticker': 'ARE'}, {'text': 'some', 'ticker': 'SOME'}, {'text': 'can', 'ticker': 'CAN'}]
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716
what ETF is weighted based on revenues of underlying stocks
[{'text': 'on', 'ticker': 'ON'}, {'text': 'are', 'ticker': 'ARE'}]
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717
show me volatility weighted etfs I can explore?
[{'text': 'can', 'ticker': 'CAN'}, {'text': 'me', 'ticker': 'ME'}]
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718
What are etfs with market size weighting of their holdings
[{'text': 'are', 'ticker': 'ARE'}, {'text': 'size', 'ticker': 'SIZE'}]
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719
What is the russian currency exposure of acwi
[{"text":"acwi","ticker":"ACWI"}]
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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"}]
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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"}]
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723
Should I be long corporate bonds?
[{"text":"be","ticker":"BE"}]
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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"}]
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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"}]
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729
Compare AI and Biotech thematics
[{"text":"AI","ticker":"AI"},{"text":"Biotech","ticker":"BMCS"}]
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730
What is the underlying index of SPY?
[{"text":"spy","ticker":"SPY"},{"text":"index","ticker":"INDEX"}]
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731
Whats the latest on AM?
[{"text":"on","ticker":"ON"},{"text":"am","ticker":"AM"}]
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732
Compare AM with its alternatives
[{"text":"am","ticker":"AM"}]
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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"}]
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734
what is my pl
[{"text":"pl","ticker":"PL"}]
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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"}]
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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"}]
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748
what is the current fmv of salesforce
[{"text":"salesforce","ticker":"CRM"}]
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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"}]
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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"}]
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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"}]
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762
What is the distribution rate on IWMY?
[{"text":"on","ticker":"ON"},{"text":"iwmy","ticker":"IWMY"},{"text":"rate","ticker":"RATE"}]
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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"}]
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767
stocks in my portfolio with high exposure to semiconductors
[{"text":"high","ticker":"HIGH"}]
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768
Which stocks in my portfolio have the greatest exposure to the automobile sector?
[]
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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"}]
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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"}]
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781
what was the closing price of pfizer?
[{"text":"pfizer","ticker":"PFE"}]
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782
at what price did moderna open today?
[{"text":"at","ticker":"T"},{"text":"open","ticker":"OPEN"},{"text":"moderna","ticker":"MRNA"}]
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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