README.md

---
license: cc-by-4.0
language:
- en
pretty_name: EDGARCalcQA
task_categories:
- question-answering
- text-retrieval
tags:
- financial-nlp
- sec-filings
- xbrl
- numerical-reasoning
- citation-grounding
- retrieval-augmented-generation
size_categories:
- 1K<n<10K
---

# 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.