Datasets:
Modalities:
Text
Languages:
English
Size:
1K<n<10K
Tags:
financial-nlp
sec-filings
xbrl
numerical-reasoning
citation-grounding
retrieval-augmented-generation
License:
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The dataset generation failed
Error code: DatasetGenerationError
Exception: ValueError
Message: Expected object or value
Traceback: Traceback (most recent call last):
File "/usr/local/lib/python3.12/site-packages/datasets/builder.py", line 1779, in _prepare_split_single
for key, table in generator:
^^^^^^^^^
File "/usr/local/lib/python3.12/site-packages/datasets/packaged_modules/json/json.py", line 237, in _generate_tables
examples = [ujson_loads(line) for line in batch.splitlines()]
^^^^^^^^^^^^^^^^^
File "/usr/local/lib/python3.12/site-packages/datasets/utils/json.py", line 20, in ujson_loads
return pd.io.json.ujson_loads(*args, **kwargs)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
ValueError: Expected object or value
The above exception was the direct cause of the following exception:
Traceback (most recent call last):
File "/src/services/worker/src/worker/job_runners/config/parquet_and_info.py", line 1347, in compute_config_parquet_and_info_response
parquet_operations = convert_to_parquet(builder)
^^^^^^^^^^^^^^^^^^^^^^^^^^^
File "/src/services/worker/src/worker/job_runners/config/parquet_and_info.py", line 980, in convert_to_parquet
builder.download_and_prepare(
File "/usr/local/lib/python3.12/site-packages/datasets/builder.py", line 882, in download_and_prepare
self._download_and_prepare(
File "/usr/local/lib/python3.12/site-packages/datasets/builder.py", line 943, in _download_and_prepare
self._prepare_split(split_generator, **prepare_split_kwargs)
File "/usr/local/lib/python3.12/site-packages/datasets/builder.py", line 1646, in _prepare_split
for job_id, done, content in self._prepare_split_single(
^^^^^^^^^^^^^^^^^^^^^^^^^^^
File "/usr/local/lib/python3.12/site-packages/datasets/builder.py", line 1832, in _prepare_split_single
raise DatasetGenerationError("An error occurred while generating the dataset") from e
datasets.exceptions.DatasetGenerationError: An error occurred while generating the datasetNeed help to make the dataset viewer work? Make sure to review how to configure the dataset viewer, and open a discussion for direct support.
company string | ticker string | question_type string | question string | answer_numeric float64 | answer_display string | unit string | gold_concepts list | gold_period string | form string | filed timestamp[us] | derivation string | gold_evidence list | id string | gold_exact dict | accepted_numeric_forms list | support_units list | accepted_support_paths list |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc. | AAPL | value_lookup | What was Apple Inc.'s net income in fiscal year 2025? | 112,010 | $112,010 million | USD millions | [
"NetIncomeLoss"
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"text": "(In millions)\nYears ended\nSeptember 27,\nSeptember 28,\nSeptember 30,\nNet income\n112,010\n93,736\n96,995\nOther comprehensive income/(loss):\nChange in foreign c... | AAPL_2025_net_income_lookup | {
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Apple Inc. | AAPL | value_lookup | What was Apple Inc.'s operating cash flow in fiscal year 2025? | 111,482 | $111,482 million | USD millions | [
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Apple Inc. | AAPL | value_lookup | What was Apple Inc.'s revenue in fiscal year 2025? | 416,161 | $416,161 million | USD millions | [
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Apple Inc. | AAPL | value_lookup | What was Apple Inc.'s total assets in fiscal year 2025? | 359,241 | $359,241 million | USD millions | [
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Apple Inc. | AAPL | derived_ratio | What was Apple Inc.'s gross margin in fiscal year 2025? | 46.91 | 46.91% | percent | [
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"text": "(In millions, except number of shares, which are reflected in thousands, and per-share amounts)\nYears ended\nSeptember 27,\nSeptember 28,\nSeptember 30,\nNet sales:\nProducts... | AAPL_2025_gross_margin_ratio | {
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Apple Inc. | AAPL | derived_ratio | What was Apple Inc.'s net margin in fiscal year 2025? | 26.92 | 26.92% | percent | [
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Apple Inc. | AAPL | derived_ratio | What was Apple Inc.'s operating cash flow margin in fiscal year 2025? | 26.79 | 26.79% | percent | [
"NetCashProvidedByUsedInOperatingActivities",
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"text": "(In millions)\nYears ended\nSeptember 27,\nSeptember 28,\nSeptember 30,\nCash, cash equivalents, and restricted cash and cash equivalents, beginning balances\n29,943\n30,737\n... | AAPL_2025_operating_cash_flow_margin_ratio | {
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Apple Inc. | AAPL | temporal_comparison | By what percentage did Apple Inc.'s net income change from fiscal year 2024 to fiscal year 2025? | 19.5 | 19.50% | percent_change | [
"NetIncomeLoss"
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"section": "CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME",
"text": "(In millions)\nYears ended\nSeptember 27,\nSeptember 28,\nSeptember 30,\nNet income\n112,010\n93,736\n96,995\nOther comprehensive income/(loss):\nChange in foreign c... | AAPL_2024to2025_net_income_temporal | {
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Apple Inc. | AAPL | temporal_comparison | By what percentage did Apple Inc.'s operating income change from fiscal year 2024 to fiscal year 2025? | 7.98 | 7.98% | percent_change | [
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"text": "(In millions, except number of shares, which are reflected in thousands, and per-share amounts)\nYears ended\nSeptember 27,\nSeptember 28,\nSeptember 30,\nNet sales:\nProducts... | AAPL_2024to2025_operating_income_temporal | {
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Apple Inc. | AAPL | temporal_comparison | By what percentage did Apple Inc.'s revenue change from fiscal year 2024 to fiscal year 2025? | 6.43 | 6.43% | percent_change | [
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Microsoft Corporation | MSFT | value_lookup | What was Microsoft Corporation's net income in fiscal year 2025? | 101,832 | $101,832 million | USD millions | [
"NetIncomeLoss"
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{
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"section": "Item 8",
"text": "CASH FLOWS S\nTATEMENTS\n(In millions)\nYear Ended June 30,\nOperations\nNet income\n101,832\n88,136\n72,361\nAdjustments to reconcile net income to net cash from operations:\nDepreciation, amortization, ... | MSFT_2025_net_income_lookup | {
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Microsoft Corporation | MSFT | value_lookup | What was Microsoft Corporation's revenue in fiscal year 2025? | 281,724 | $281,724 million | USD millions | [
"RevenueFromContractWithCustomerExcludingAssessedTax"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-07-30T00:00:00 | null | [
{
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"section": "ITEM 8. FINANCIAL STATE",
"text": "MENTS AND SUPPLEMENTARY DATA\nINC\nOME STATEMENTS\n(In millions, except per share amounts)\nYear Ended June 30,\nRevenue:\nProduct\n63,946\n64,773\n64,699\nService and other\n217,778\n180... | MSFT_2025_revenue_lookup | {
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Microsoft Corporation | MSFT | value_lookup | What was Microsoft Corporation's total assets in fiscal year 2025? | 619,003 | $619,003 million | USD millions | [
"Assets"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-07-30T00:00:00 | null | [
{
"chunk_id": "131",
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"section": "Item 8",
"text": "BALANCE\nSHEETS\n(In millions)\nJune 30,\nAssets\nCurrent assets:\nCash and cash equivalents\n30,242\n18,315\nShort-term investments\n64,323\n57,228\nTotal cash, cash equivalents, and short-term investmen... | MSFT_2025_total_assets_lookup | {
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Microsoft Corporation | MSFT | derived_ratio | What was Microsoft Corporation's gross margin in fiscal year 2025? | 68.82 | 68.82% | percent | [
"GrossProfit",
"RevenueFromContractWithCustomerExcludingAssessedTax"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-07-30T00:00:00 | {"op":"divide","numerator":"gross_profit","denominator":"revenue","format":"percentage","numerator_value":193893.0,"denominator_value":281724.0} | [
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"section": "ITEM 8. FINANCIAL STATE",
"text": "MENTS AND SUPPLEMENTARY DATA\nINC\nOME STATEMENTS\n(In millions, except per share amounts)\nYear Ended June 30,\nRevenue:\nProduct\n63,946\n64,773\n64,699\nService and other\n217,778\n180... | MSFT_2025_gross_margin_ratio | {
"value": 68.82,
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Microsoft Corporation | MSFT | derived_ratio | What was Microsoft Corporation's net margin in fiscal year 2025? | 36.15 | 36.15% | percent | [
"NetIncomeLoss",
"RevenueFromContractWithCustomerExcludingAssessedTax"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-07-30T00:00:00 | {"op":"divide","numerator":"net_income","denominator":"revenue","format":"percentage","numerator_value":101832.0,"denominator_value":281724.0} | [
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"section": "Item 8",
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Microsoft Corporation | MSFT | temporal_comparison | By what percentage did Microsoft Corporation's net income change from fiscal year 2024 to fiscal year 2025? | 15.54 | 15.54% | percent_change | [
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The Coca-Cola Company | KO | value_lookup | What was The Coca-Cola Company's net income in fiscal year 2025? | 13,107 | $13,107 million | USD millions | [
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The Coca-Cola Company | KO | value_lookup | What was The Coca-Cola Company's operating cash flow in fiscal year 2025? | 7,408 | $7,408 million | USD millions | [
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The Coca-Cola Company | KO | value_lookup | What was The Coca-Cola Company's revenue in fiscal year 2025? | 47,941 | $47,941 million | USD millions | [
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The Coca-Cola Company | KO | value_lookup | What was The Coca-Cola Company's total assets in fiscal year 2025? | 104,816 | $104,816 million | USD millions | [
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The Coca-Cola Company | KO | derived_ratio | What was The Coca-Cola Company's gross margin in fiscal year 2025? | 61.63 | 61.63% | percent | [
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The Coca-Cola Company | KO | derived_ratio | What was The Coca-Cola Company's net margin in fiscal year 2025? | 27.34 | 27.34% | percent | [
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The Coca-Cola Company | KO | temporal_comparison | By what percentage did The Coca-Cola Company's net income change from fiscal year 2024 to fiscal year 2025? | 23.29 | 23.29% | percent_change | [
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The Procter & Gamble Company | PG | value_lookup | What was The Procter & Gamble Company's net income in fiscal year 2025? | 15,974 | $15,974 million | USD millions | [
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]
] |
The Procter & Gamble Company | PG | value_lookup | What was The Procter & Gamble Company's operating cash flow in fiscal year 2025? | 17,817 | $17,817 million | USD millions | [
"NetCashProvidedByUsedInOperatingActivities"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-08-04T00:00:00 | null | [
{
"chunk_id": "120",
"equivalent_chunk_ids": [
"120"
],
"section": "Consolidated Statements of Cash Flows",
"text": "Amounts in millions; fiscal years ended June 30\nCASH, CASH EQUIVALENTS AND RESTRICTED CASH, BEGINNING OF YEAR\n9,482\n8,246\n7,214\nOPERATING ACTIVITIES\nNet earnings\n16,0... | PG_2025_operating_cash_flow_lookup | {
"value": 17817,
"unit": "USD millions",
"source": "benchmark_gold"
} | [
{
"value": 17817,
"display": "$17,817 million",
"precision": 0,
"source": "strict_gold"
}
] | [
{
"unit_id": "main",
"type": "fact",
"fact_id": "NetCashProvidedByUsedInOperatingActivities",
"aliases": [
"net cash provided by used in operating activities",
"what was operating cash flow in fiscal year 2025?",
"what was the procter & gamble company's operating cash flow in fisca... | [
[
"main"
]
] |
The Procter & Gamble Company | PG | value_lookup | What was The Procter & Gamble Company's revenue in fiscal year 2025? | 84,284 | $84,284 million | USD millions | [
"Revenues"
] | {"fy":2025,"fp":"FY"} | 10-K | 2025-08-04T00:00:00 | null | [
{
"chunk_id": "116",
"equivalent_chunk_ids": [
"116"
],
"section": "Consolidated Statements of Earnings",
"text": "Amounts in millions except per share amounts; fiscal years ended June 30\nNET SALES\n84,284\n84,039\n82,006\nCost of products sold\n41,164\n40,848\n42,760\nSelling, general an... | PG_2025_revenue_lookup | {
"value": 84284,
"unit": "USD millions",
"source": "benchmark_gold"
} | [
{
"value": 84284,
"display": "$84,284 million",
"precision": 0,
"source": "strict_gold"
}
] | [
{
"unit_id": "main",
"type": "fact",
"fact_id": "Revenues",
"aliases": [
"revenues",
"what was revenue in fiscal year 2025?",
"what was the procter & gamble company's revenue in fiscal year 2025?"
],
"value_aliases": [
"84284",
"84284.0",
"84284.00",
... | [
[
"main"
]
] |
End of preview.
EDGARCalcQA Dataset Release
This folder contains the clean EDGARCalcQA release for research evaluation.
Contents
benchmark_examples.json: JSON list of benchmark examples.benchmark_examples.jsonl: One benchmark example per line.benchmark_summary.txt: Human-readable benchmark summary.rejected_examples.json: Rejected candidates, if available.schema.json: Field names, JSON types, and short field descriptions.
Dataset Facts
- Companies: 60
- Filings: 1 recent 10-K per company
- Accepted examples: 513
- Rejected candidates: 12
- Task families: 222 value lookup, 138 derived ratio, 153 temporal comparison
Source Data
The benchmark uses public SEC 10-K filings and SEC XBRL companyfacts. Raw SEC filing HTML and processed chunk files are not bundled in this release folder by default.
Labels
Gold numeric answers are deterministic XBRL-backed labels. Value lookup answers use a single XBRL fact. Derived-ratio and temporal-comparison answers are recomputed from structured XBRL inputs. Gold evidence passages are filing-text chunks selected from the parsed 10-K text.
Evaluation
EDGARCalcQA supports strict and relaxed scoring. Strict scoring checks numeric tolerance and overlap with canonical gold evidence. Relaxed scoring accepts display-equivalent numeric forms and valid alternative support paths. Null or abstained answers count as failures.
Use
This dataset is for research evaluation of citation-grounded financial QA systems. It is not investment advice and should not be used for automated trading, credit or lending decisions, investment recommendations, compliance determinations, or other high-stakes financial decisions.
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