Datasets:
JayShah07
/
reporting_final_dataset

Dataset card Data Studio Files
xet
 Community
1
query
string
holdings
int64
capital_gains
int64
scheme_wise_returns
int64
investment_account_wise_returns
int64
portfolio_update
int64
Current Year
int64
Previous Year
int64
Daily
int64
Monthly
int64
Weekly
int64
Yearly
int64
None_date
int64
None_module
int64
labels
string
Give me a scheme-wise performance report Provide scheme-wise investment summary
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Share my holdings report as a monthly update
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Provide a detailed report for each investment account.
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Share scheme-wise investment insights
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Show my investment holdings summary Give me a report of my holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Give me my latest portfolio update over the past year
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Show capital gains accumulated over time
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
How is my portfolio performing? Give me my updated portfolio status on a weekly basis
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Give me a report of my holdings Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show returns by scheme Provide scheme-wise investment summary for the current year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
I need a capital gains breakdown Show my gains for the selected period in the past year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Generate a scheme wise report for the last six months.
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Give me returns organized by scheme for the current financial year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Provide an account-wise investment breakdown
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Provide scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Show my investment holdings summary Show my investment holdings summary for this week
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
Show returns grouped by investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Can you send me a report of my holdings as of today?
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide account-wise investment returns Share my account-level performance
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Give me my latest portfolio update
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', 'None_date']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Give me a summary of my investment holdings as a monthly update
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
What's my current holdings status? What's my current holdings status?
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Share performance across all investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Give me a scheme-wise performance report Show returns by scheme last financial year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Provide an update on my portfolio performance over the past month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Give me my latest portfolio update over the last week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Show my gains for the selected period Show my gains for the selected period
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
What are my daily gains
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Show the performance by scheme during the ongoing year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Give me my updated portfolio status Share my portfolio update yearly summary
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Give me a report of my holdings Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Give me a scheme-wise performance report Provide scheme-wise investment summary for the current year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Generate an annual portfolio performance report.
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide insight into my current holdings for this month
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Give me returns organized by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Provide account-wise investment returns Share my account-level performance this financial year
0
0
0
1
0
1
0
0
0
0
0
0
0
['investment_account_wise_returns', 'Current Year']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Share scheme-wise investment insights
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Give me my updated portfolio status How is my portfolio performing? over the past month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
I want to file my taxes , send me my report
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Give me my latest portfolio update as a yearly summary
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Show my investment holdings summary Give me a report of my holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide my capital gains details
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
I need a summary of my capital gains
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide an update on my portfolio performance for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
I want to file my taxes , send me my report
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Share my portfolio update How is my portfolio performing? for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Provide an update on my portfolio performance with daily data
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Share my account-level performance Give my returns divided by investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Share recent changes in my portfolio on a daily basis
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Provide an update on my portfolio performance over the past month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Provide insight into my current holdings over the last week
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show my gains for the selected period Provide my capital gains statement for this month
0
1
0
0
0
0
0
0
1
0
0
0
0
['capital_gains', 'Monthly']
Give me my updated portfolio status Give me my updated portfolio status on a monthly basis
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Show how my portfolio is performing currently with daily data
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide scheme-wise investment summary Provide scheme-wise investment summary for the previous year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Give me a scheme-wise performance report Give me a scheme-wise performance report
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Provide an account-wise investment breakdown
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Provide an account-wise investment breakdown
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Provide scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
I need a summary of my capital gains over the past month
0
1
0
0
0
0
0
0
1
0
0
0
0
['capital_gains', 'Monthly']
Share my account-level performance Provide account-wise investment returns
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Provide my capital gains details as a monthly update
0
1
0
0
0
0
0
0
1
0
0
0
0
['capital_gains', 'Monthly']
Generate an annual portfolio performance report.
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Share my account-level performance Give my returns divided by investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Provide an account-wise investment breakdown
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Show my gains for the selected period Show my gains for the selected period in the past year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Show the performance by scheme for the current financial year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Provide insight into my current holdings for this month
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Provide scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Show the performance by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
I need a summary of my capital gains
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Give me a report of my holdings Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Share my portfolio update Share my portfolio update for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Share performance across all investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Give me a summary of my investment holdings over the past month
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Show how my portfolio is performing currently on a daily basis
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Give me my updated portfolio status How is my portfolio performing? as of today
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide my capital gains statement Show my gains for the selected period in the past year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Give account-wise investment returns
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Show the performance by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Provide account-wise investment returns Give my returns divided by investment accounts
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Show how my portfolio is performing currently as a monthly update
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']