files/102/102.json

{
  "id": "102",
  "instruction_en": "Create a new Transfer worksheet that summarizes LONGS, SHORT, and NET by delivery month, with Total Longs, Total Shorts, and Total Net at the bottom; the month list should follow the Z, F1… sequence covering all months present, and show 0 for months with no data. In Access Trades, add a side display for TOTAL LONG and TOTAL SHORT with two Notes columns to confirm these tie to the Transfer totals (“ok” if consistent, otherwise note the variance), and return the updated workbook including the Transfer summary and the Access Trades validation block.",
  "source_files": [
    "errol_mclaughlin_jr__10270__Access Trades_00.xlsx"
  ],
  "source_files_urls": [
    "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/102/102_src_0.xlsx"
  ],
  "task_type": "Structuring / Formatting, Calculation, Validation / Review",
  "business_type": "Investment: Trading And Position Management"
}