Are ChatGPT and GPT-4 General-Purpose Solvers for Financial Text Analytics? An Examination on Several Typical Tasks
Paper • 2305.05862 • Published • 5
answer float64 -191 373M | question stringlengths 32 252 | context stringlengths 787 8.39k |
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94 | what is the net change in net revenue during 2015 for entergy corporation? | entergy corporation and subsidiaries management 2019s financial discussion and analysis a result of the entergy louisiana and entergy gulf states louisiana business combination , results of operations for 2015 also include two items that occurred in october 2015 : 1 ) a deferred tax asset and resulting net increase in ... |
14.46 | what percentage of total facilities as measured in square feet are leased? | item 1b . unresolved staff comments not applicable . item 2 . properties as of december 26 , 2015 , our major facilities consisted of : ( square feet in millions ) united states countries total owned facilities1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... |
9.86 | what is the percentage change in cash flow hedges in 2011 compare to the 2010? | undesignated hedges was $ 41.2 million and $ 42.1 million , respectively . the fair value of these hedging instruments in the company 2019s consolidated balance sheets as of october 29 , 2011 and october 30 , 2010 was immaterial . interest rate exposure management 2014 on june 30 , 2009 , the company entered into inter... |
0.03 | what decimal proportion of total purchase price is related to stock awards? | chairman and a director of the board of fis as well as the chairman of the board of lps . effective march 1 , 2010 , mr . kennedy and the company mutually agreed that he would no longer serve as an executive officer and director of the company and its subsidiaries . the revenue and expense items with lps are , therefor... |
111.97 | what was the difference in percentage cumulative total shareholder return on masco common stock versus the s&p 500 index for the five year period ended 2017? | performance graph the table below compares the cumulative total shareholder return on our common stock with the cumulative total return of ( i ) the standard & poor's 500 composite stock index ( "s&p 500 index" ) , ( ii ) the standard & poor's industrials index ( "s&p industrials index" ) and ( iii ) the standard & poo... |
8.61 | what was the percentage change in total rental expense under operating leases from july 2 , 2005 to july 1 , 2006? | total debt total debt at july 1 , 2006 was $ 1762692000 , of which approximately 75% ( 75 % ) was at fixed rates averaging 6.0% ( 6.0 % ) with an average life of 19 years , and the remainder was at floating rates averaging 5.2% ( 5.2 % ) . certain loan agreements contain typical debt covenants to protect noteholders , ... |
10.04 | what percent of total recourse debt is current? | the aes corporation notes to consolidated financial statements 2014 ( continued ) december 31 , 2010 , 2009 , and 2008 recourse debt as of december 31 , 2010 is scheduled to reach maturity as set forth in the table below : december 31 , annual maturities ( in millions ) .
|december 31,|annual maturities ( in millions )... |
11.69 | what percentage of future minimum rental payments are due in 2018? | the goldman sachs group , inc . and subsidiaries notes to consolidated financial statements commercial lending . the firm 2019s commercial lending commitments are extended to investment-grade and non- investment-grade corporate borrowers . commitments to investment-grade corporate borrowers are principally used for ope... |
-35 | what was the change in unrecognized tax benefits from the end of 2014 to the end of 2015? | comcast corporation changes in our net deferred tax liability in 2015 that were not recorded as deferred income tax expense are primarily related to decreases of $ 28 million associated with items included in other comprehensive income ( loss ) and decreases of $ 132 million related to acquisitions made in 2015 . our n... |
-4.36 | what is the growth rate in the balance of standby letters of credit from 2006 to 2007? | note 10 . commitments and contingencies off-balance sheet commitments and contingencies : credit-related financial instruments include indemnified securities financing , unfunded commitments to extend credit or purchase assets and standby letters of credit . the total potential loss on unfunded commitments , standby le... |
0.22 | what is the debt-to-asset ratio? | other items on our consolidated financial statements have been appropriately adjusted from the amounts provided in the earnings release , including a reduction of our full year 2016 gross profit and income from operations by $ 2.9 million , and a reduction of net income by $ 1.7 million. .
|( in thousands )|at december... |
24.56 | what decimal proportion of the total noncancelable future lease commitments are due in fiscal year of 2019? | some operating leases require payment of property taxes , insurance , and maintenance costs in addition to the rent payments . contingent and escalation rent in excess of minimum rent payments and sublease income netted in rent expense were insignificant . noncancelable future lease commitments are : in millions operat... |
1.71 | what was the percentage change in deferred tax assets and regulatory assets from 2013 to 2014 | three-year period determined by reference to the ownership of persons holding five percent ( 5% ( 5 % ) ) or more of that company 2019s equity securities . if a company undergoes an ownership change as defined by i.r.c . section 382 , the company 2019s ability to utilize its pre-change nol carryforwards to offset post-... |
3,297.67 | what was the average net annual change in discounted future net cash flows ( in millions ) for the years 2011 , 2010 , and 2009? | supplementary information on oil and gas producing activities ( unaudited ) changes in the standardized measure of discounted future net cash flows ( in millions ) 2011 2010 2009 .
|( in millions )|2011|2010|2009|
|sales and transfers of oil and gas produced net of production and administrative costs|$ -7922 ( 7922 )|$... |
65 | assuming each continent has the same number of destinations , approximately how many destinations does each continent have? | notes to the consolidated financial statements note 1 . general description of business we are a global cruise company . we own royal caribbean international , celebrity cruises , pullmantur , azamara club cruises , cdf croisi e8res de france and a 50% ( 50 % ) joint venture interest in tui cruises . together , these s... |
704.25 | what was the average net revenue between 2016 and 2017 in millions | entergy mississippi , inc . management 2019s financial discussion and analysis results of operations net income 2017 compared to 2016 net income increased $ 0.8 million primarily due to higher other income , lower other operation and maintenance expenses , and lower interest expense , substantially offset by higher dep... |
10.96 | the combined amount of accrued interest and penalties related to tax positions taken on our tax returns and included in non-current income taxes payable was what percent of the total ending balance as of november 28 2008? | summary fin 48 changes during fiscal 2008 , our aggregate changes in our total gross amount of unrecognized tax benefits are summarized as follows: .
|beginning balance as of december 1 2007|$ 201808|
|gross increases in unrecognized tax benefits 2013 prior year tax positions|14009|
|gross increases in unrecognized tax... |
68.9 | in 2010 and 2009 , what was the total fair value in billions of assets segregated for the benefit of securities and futures brokerage customers? | jpmorgan chase & co./2010 annual report 273 the following table presents the u.s . and non-u.s . components of income before income tax expense/ ( benefit ) and extraordinary gain for the years ended december 31 , 2010 , 2009 and 2008 . year ended december 31 , ( in millions ) 2010 2009 2008 .
|year ended december 31 (... |
113.63 | what was the difference in percentage cumulative 5-year total shareholder return on common stock fidelity national information services , inc . compared to the s&p 500 for the period ending 12/16? | there were no share repurchases in 2016 . stock performance graph the graph below matches fidelity national information services , inc.'s cumulative 5-year total shareholder return on common stock with the cumulative total returns of the s&p 500 index and the s&p supercap data processing & outsourced services index.aa ... |
8.51 | for the quarter ended march 312015 what was the percentage change in the share price from the highest to the lowest | part ii item 5 . market for registrant 2019s common equity , related stockholder matters and issuer purchases of equity securities the following table presents reported quarterly high and low per share sale prices of our common stock on the nyse for the years 2016 and 2015. .
|2016|high|low|
|quarter ended march 31|$ 1... |
1.74 | of the total contractual obligations and off-balance sheet arrangements contractual obligations what percentage is due to capital lease obligations? | loan activity . from time to time , we make loans to owners of hotels that we operate or franchise . loan collections , net of loan advances , amounted to $ 35 million in 2018 , compared to net collections of $ 94 million in 2017 . at year-end 2018 , we had $ 131 million of senior , mezzanine , and other loans outstand... |
1.59 | what is the decimal proportion of the total flight attendants to total maintenance personnel | table of contents configuration , amenities provided to passengers , loyalty programs , the automation of travel agent reservation systems , onboard products , markets served and other services . we compete with both major network airlines and low-cost carriers throughout our network . international in addition to our ... |
2.64 | as of december 2007 what was the decimal proportion of the square footage in alpharetta georgia to charlotte north carolina | item 2 . properties a summary of our significant locations at december 31 , 2007 is shown in the following table . all facilities are leased , except for 166000 square feet of our office in alpharetta , georgia . square footage amounts are net of space that has been sublet or part of a facility restructuring. .
|locati... |
34.81 | in 2010 what was the percent of the income tax benefit to the stock based compensation cost | Please answer the given financial question based on the context. Respond with only the numeric answer rounded to two decimal points and do not include units in your answer..
Context: notes to consolidated financial statements 2014 ( continued ) note 10 2014shareholders 2019 equity on april 23 , 2010 , our board of dire... |
-30.85 | what is the percentage change in the the gross liability for unrecognized tax benefits during 2008 compare to 2007? | summary fin 48 changes during fiscal 2008 , our aggregate changes in our total gross amount of unrecognized tax benefits are summarized as follows: .
|beginning balance as of december 1 2007|$ 201808|
|gross increases in unrecognized tax benefits 2013 prior year tax positions|14009|
|gross increases in unrecognized tax... |
60.47 | what is the borrowing under the term loan facility as a percentage of the total contractual maturities of long-term debt obligations due subsequent to december 31 , 2016? | alexion pharmaceuticals , inc . notes to consolidated financial statements for the years ended december 31 , 2016 , 2015 and 2014 ( amounts in millions except per share amounts ) depending upon our consolidated net leverage ratio ( as calculated in accordance with the credit agreement ) . at december 31 , 2016 , the in... |
16.42 | in 2015 what was the percent of the total operating revenues associated with agriculture products | notes to the consolidated financial statements union pacific corporation and subsidiary companies for purposes of this report , unless the context otherwise requires , all references herein to the 201ccorporation 201d , 201ccompany 201d , 201cupc 201d , 201cwe 201d , 201cus 201d , and 201cour 201d mean union pacific co... |
28.24 | what percent of net interest revenue where total operating expenses in 2009? | special asset pool special asset pool ( sap ) , which constituted approximately 28% ( 28 % ) of citi holdings by assets as of december 31 , 2009 , is a portfolio of securities , loans and other assets that citigroup intends to actively reduce over time through asset sales and portfolio run-off . at december 31 , 2009 ,... |
829 | what was the greatest provision for income taxes , in millions? | notes to consolidated financial statements ( continued ) note 7 2014income taxes ( continued ) as of september 30 , 2006 , the company has state and foreign tax loss and state credit carryforwards , the tax effect of which is $ 55 million . certain of those carryforwards , the tax effect of which is $ 12 million , expi... |
5.54 | in 2018 what was the percent of the cib markets net interest income as part of the managed interest income | management 2019s discussion and analysis 58 jpmorgan chase & co./2018 form 10-k net interest income and net yield excluding cib 2019s markets businesses in addition to reviewing net interest income and the net interest yield on a managed basis , management also reviews these metrics excluding cib 2019s markets business... |
50,685 | what would the fair value of total securities available for sale be without the fair value of securities classified as corporate stocks as of december 31 , 2012? | investment securities table 11 : details of investment securities .
|in millions|december 31 2012 amortized cost|december 31 2012 fair value|december 31 2012 amortized cost|fair value|
|total securities available for sale ( a )|$ 49447|$ 51052|$ 48609|$ 48568|
|total securities held to maturity|10354|10860|12066|12450|... |
0.17 | assuming the same level of settlements as in fiscal 2007 , what would be the ending balance at march 31 2008 in millions for unrecognized tax benefits?\\n | abiomed , inc . and subsidiaries notes to consolidated financial statements 2014 ( continued ) note 14 . income taxes ( continued ) and transition and defines the criteria that must be met for the benefits of a tax position to be recognized . as a result of its adoption of fin no . 48 , the company has recorded the cum... |
64.96 | as of december 2012 what is the percent of the square footage not leased to the total square footage in alpharetta , georgia | we may not be able to generate sufficient cash to service all of our indebtedness and may be forced to take other actions to satisfy our obligations under our indebtedness , which may not be successful . our ability to make scheduled payments on or to refinance our debt obligations depends on our financial condition , ... |
75.8 | as of december 2007 what was the percent of the square footage in alpharetta georgia not yet leased | item 2 . properties a summary of our significant locations at december 31 , 2007 is shown in the following table . all facilities are leased , except for 166000 square feet of our office in alpharetta , georgia . square footage amounts are net of space that has been sublet or part of a facility restructuring. .
|locati... |
2,606 | what is the total amount of stock options cancelled in millions during 2017 , 2016 and 2015? | the goldman sachs group , inc . and subsidiaries notes to consolidated financial statements the firm is unable to develop an estimate of the maximum payout under these guarantees and indemnifications . however , management believes that it is unlikely the firm will have to make any material payments under these arrange... |
3,876,875 | in 2004 and 2003 , what were the total shares of common stock that were issued to employees? | table of contents marketaxess holdings inc . notes to consolidated financial statements 2014 ( continued ) ( in thousands , except share and per share amounts ) the combined aggregate amount of redemption requirements for the senior preferred shares was as follows : shares of series b convertible preferred stock were c... |
-191 | what is the net change in net revenue for entergy wholesale commodities during 2012? | 2022 base rate increases at entergy texas beginning may 2011 as a result of the settlement of the december 2009 rate case and effective july 2012 as a result of the puct 2019s order in the december 2011 rate case . see note 2 to the financial statements for further discussion of the rate cases . these increases were pa... |
12.16 | what was the difference in percentage cumulative total return for goldman sachs group inc . and the s&p 500 index for the five year period ending 12/31/13? | supplemental financial information common stock performance the following graph compares the performance of an investment in the firm 2019s common stock from december 26 , 2008 ( the last trading day before the firm 2019s 2009 fiscal year ) through december 31 , 2013 , with the s&p 500 index and the s&p 500 financials ... |
9,294,571.92 | as of december 31 , 2017 what was the value of the granted share awards | the fair value of options that vested during the years ended december 31 , 2017 , 2016 and 2015 was $ 6.8 million , $ 6.0 million and $ 7.8 million , respectively . the intrinsic value of fortune brands stock options exercised in the years ended december 31 , 2017 , 2016 and 2015 was $ 70.6 million , $ 88.1 million and... |
45.1 | what percent of total contractual obligations is categorized as long term debt? | repurchase programs . we utilized cash generated from operating activities , $ 57.0 million in cash proceeds received from employee stock compensation plans and borrowings under credit facilities to fund the repurchases . during 2008 , we borrowed $ 330.0 million from our existing credit facilities to fund stock repurc... |
892.3 | what was the average cash flow from 2004 to 2006 | funding practices , we currently believe that we will not be required to make any contributions under the new ppa requirements until after 2012 . accordingly , we do not expect to have significant statutory or contractual funding requirements for our major retiree benefit plans during the next several years , with tota... |
31.32 | what is the total value of securities issued and approved by security holders , ( in millions ) ? | the following table provides certain information as of may 31 , 2014 concerning the shares of the company 2019s common stock that may be issued under existing equity compensation plans . for more information on these plans , see note 11 to notes to consolidated financial statements . plan category number of securities ... |
42.89 | what is the percentage change in revenue generated from non-us currencies from 2015 to 2016? | Please answer the given financial question based on the context. Respond with only the numeric answer rounded to two decimal points and do not include units in your answer..
Context: in september 2015 , the company entered into treasury lock hedges with a total notional amount of $ 1.0 billion , reducing the risk of ch... |
7.95 | what was the percentage decrease in cash flows from operations from 2009 to 2010? | page 24 of 100 financial condition , liquidity and capital resources cash flows and capital expenditures liquidity our primary sources of liquidity are cash provided by operating activities and external committed borrowings . we believe that cash flows from operations and cash provided by short-term and committed revol... |
19.8 | what percentage of the total carrying amount of investment securities is the securities held to maturity? | investment securities table 11 : details of investment securities .
|in millions|december 31 2012 amortized cost|december 31 2012 fair value|december 31 2012 amortized cost|fair value|
|total securities available for sale ( a )|$ 49447|$ 51052|$ 48609|$ 48568|
|total securities held to maturity|10354|10860|12066|12450|... |
32.54 | for the quarter ended 12/29/2018 what was the percent of the total shares bought after 11/25/2018 | 2018 annual report 21 item 3 : legal proceedings snap-on is involved in various legal matters that are being litigated and/or settled in the ordinary course of business . although it is not possible to predict the outcome of these legal matters , management believes that the results of these legal matters will not have... |
-2.92 | what was the percentage change in cash flows from operations from 2014 to 2015? | financial statements . as of december 31 , 2016 , we had cash and cash equivalents of $ 683 million and debt of $ 10478 million , including the current portion , net of capitalized debt issuance costs . of the $ 683 million cash and cash equivalents , approximately $ 470 million is held by our foreign entities and woul... |
38.6 | as of december 31 , 2010 , what was the decimal proportion of collateral pledged to the bank by its derivatives counterparties to overnight and other short-term borrowings | required to maintain a fhlb stock investment currently equal to the lesser of : a percentage of 0.2% ( 0.2 % ) of total bank assets ; or a dollar cap amount of $ 25 million . additionally , the bank must maintain an activity based stock investment which is currently equal to 4.5% ( 4.5 % ) of the bank 2019s outstanding... |
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FinQA: Financial Question Answering Dataset
Description
The FinQA dataset is designed to facilitate research and development in the area of question answering (QA) using financial texts. It consists of a subset of QA pairs from a larger dataset, originally created through a collaboration between researchers from the University of Pennsylvania, J.P. Morgan, and Amazon.The original dataset includes 8,281 QA pairs built against publicly available earnings reports of S&P 500 companies from 1999 to 2019 (FinQA: A Dataset of Numerical Reasoning over Financial Data.).
This subset, specifically curated by Aiera, consists of 91 QA pairs. Each entry in the dataset includes a context, a question, and an answer, with each
component manually verified for accuracy and formatting consistency. A walkthrough of the curation process is available on medium
here.
Dataset Structure
Columns
context: The segment of the financial text (earnings report) where the answer can be found.question: A question posed regarding the financial text, requiring numerical reasoning or specific information extraction.answer: The correct answer to the question, extracted or inferred from the context.
Data Format
The dataset is formatted in a simple tabular structure where each row represents a unique QA pair, consisting of context, question, and answer columns.
Use Cases
This dataset is particularly useful for:
- Evaluating models on financial document comprehension and numerical reasoning.
- Developing AI applications aimed at automating financial analysis, such as automated report summarization or advisory tools.
- Enhancing understanding of financial documents through AI-driven interactive tools.
Accessing the Dataset
You can load this dataset via the HuggingFace Datasets library using the following Python code:
from datasets import load_dataset
dataset = load_dataset("Aiera/finqa-verified")
A guide for evaluating using EleutherAI's lm-evaluation-harness is available on github.
Additional Resources
For more insights into the dataset and the methodologies used in its creation, refer to the blog post: Lessons in Benchmarking FinQA.
Acknowledgments
This dataset is the result of collaborative efforts by researchers at the University of Pennsylvania, J.P. Morgan, and Amazon, with further contributions and verifications by Aiera. We express our gratitude to all parties involved in the creation and maintenance of this resource.
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