task_id stringlengths 7 7 | theme stringlengths 11 108 | profession stringlengths 18 76 | construction stringclasses 10
values | prompt_words int64 9 353 | sheets int64 1 9 | sheets_with_graded_cells int64 1 5 | graded_cells int64 13 28.5k | authored_formulas int64 0 19k | authored_hardcodes int64 0 1.29k | attachments stringclasses 10
values |
|---|---|---|---|---|---|---|---|---|---|---|
task_01 | Operating model & forecast | Corporate finance (FP&A) | Investment banking | Fill in the template | 132 | 5 | 4 | 2,578 | 675 | 60 | none |
task_02 | Operating model & forecast | Corporate finance (FP&A) | Investment banking | Hedge fund | Equity research | Fill in the template | Extract from a document | 57 | 3 | 3 | 310 | 108 | 90 | none |
task_03 | Financing & capital structure | Credit / fixed income | Investment banking | Fill in the template | 37 | 2 | 2 | 125 | 123 | 0 | none |
task_04 | Financing & capital structure | Credit / fixed income | Investment banking | Fill in the template | 159 | 2 | 2 | 325 | 407 | 0 | none |
task_05 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Private equity | Fill in the template | 69 | 2 | 2 | 189 | 95 | 0 | none |
task_06 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Fill in the template | 74 | 7 | 4 | 306 | 160 | 0 | none |
task_07 | Real estate | Operating model & forecast | Real estate | Private equity | Fill in the template | 67 | 4 | 2 | 1,489 | 707 | 779 | none |
task_08 | Real estate | Operating model & forecast | Financing & capital structure | Real estate | Private equity | Fill in the template | 50 | 6 | 5 | 1,963 | 1,734 | 0 | none |
task_09 | Real estate | Real estate | Private equity | Fill in the template | 184 | 2 | 2 | 5,466 | 6,112 | 10 | none |
task_10 | Real estate | Real estate | Private equity | Fill in the template | 53 | 9 | 2 | 2,763 | 2,741 | 6 | none |
task_11 | Operating model & forecast | Financing & capital structure | Investment banking | Credit / fixed income | Corporate finance (FP&A) | Fill in the template | Extract from a document | 353 | 5 | 5 | 523 | 498 | 25 | case_description.pdf |
task_12 | Operating model & forecast | Financing & capital structure | Investment banking | Credit / fixed income | Corporate finance (FP&A) | Fill in the template | Extract from a document | Find & fix errors | 218 | 5 | 4 | 443 | 443 | 0 | case_description.pdf |
task_13 | Operating model & forecast | Financing & capital structure | Investment banking | Credit / fixed income | Corporate finance (FP&A) | Fill in the template | Extract from a document | 208 | 5 | 4 | 353 | 313 | 0 | case_description.pdf |
task_14 | Operating model & forecast | Financing & capital structure | Investment banking | Credit / fixed income | Corporate finance (FP&A) | Find & fix errors | Fill in the template | Extract from a document | 225 | 5 | 4 | 231 | 39 | 0 | case_description.pdf |
task_15 | Operating model & forecast | Financing & capital structure | Investment banking | Credit / fixed income | Corporate finance (FP&A) | Fill in the template | Extract from a document | Find & fix errors | 200 | 5 | 4 | 292 | 149 | 15 | case_description.pdf |
task_16 | Pull financials from filings | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Extract from a document | Find & fix errors | 67 | 4 | 2 | 639 | 15 | 133 | deere_10k_2023.pdf |
task_17 | Pull financials from filings | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Extract from a document | Find & fix errors | 50 | 4 | 2 | 352 | 3 | 24 | deere_10k_2023.pdf |
task_18 | Pull financials from filings | Operating model & forecast | Company valuation | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | Extract from a document | 142 | 4 | 3 | 748 | 56 | 177 | deere_10k_2023.pdf |
task_19 | M&A / mergers | Investment banking | Private equity | Build from scratch | 155 | 9 | 1 | 13 | 13 | 3 | none |
task_20 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | 106 | 4 | 2 | 300 | 300 | 0 | none |
task_21 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Build from scratch | 180 | 4 | 2 | 832 | 832 | 0 | none |
task_22 | M&A / mergers | Operating model & forecast | Financing & capital structure | Investment banking | Private equity | Find & fix errors | Extract from a document | 177 | 6 | 2 | 35 | 19 | 0 | none |
task_23 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | 122 | 6 | 3 | 39 | 23 | 2 | none |
task_24 | Company valuation | Operating model & forecast | Investment banking | Hedge fund | Equity research | Find & fix errors | 149 | 7 | 2 | 49 | 27 | 11 | none |
task_25 | Company valuation | Operating model & forecast | Investment banking | Hedge fund | Equity research | Fill in the template | Find & fix errors | 178 | 7 | 2 | 50 | 34 | 24 | none |
task_26 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Extract from a document | 81 | 7 | 2 | 80 | 52 | 42 | hi_1.png;hi_2.png;international_revenue_mix.pdf;pg_1.png;pg_2.png |
task_27 | Company valuation | M&A / mergers | Scenario & sensitivity | Investment banking | Private equity | Hedge fund | Equity research | Build from scratch | 172 | 8 | 1 | 97 | 78 | 20 | none |
task_28 | Company valuation | IPO & equity raising | Investment banking | Hedge fund | Equity research | Fill in the template | 46 | 2 | 1 | 168 | 168 | 0 | none |
task_29 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 185 | 3 | 2 | 169 | 168 | 0 | none |
task_30 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 185 | 3 | 2 | 141 | 84 | 0 | none |
task_31 | Company valuation | IPO & equity raising | Investment banking | Hedge fund | Equity research | Fill in the template | 73 | 2 | 1 | 168 | 168 | 0 | none |
task_32 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 48 | 3 | 1 | 102 | 102 | 0 | none |
task_33 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 68 | 3 | 1 | 156 | 66 | 0 | none |
task_34 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 53 | 2 | 1 | 40 | 40 | 0 | none |
task_35 | Financing & capital structure | IPO & equity raising | Investment banking | Fill in the template | 58 | 2 | 1 | 152 | 148 | 4 | none |
task_36 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | 9 | 3 | 3 | 278 | 85 | 0 | none |
task_37 | Company valuation | Investment banking | Private equity | Hedge fund | Equity research | Fill in the template | Extract from a document | 59 | 2 | 2 | 36 | 0 | 32 | knowbe4_prem14a.pdf |
task_38 | Leveraged buyout (LBO) | Operating model & forecast | Financing & capital structure | Scenario & sensitivity | Investment banking | Private equity | Fill in the template | Extract from a document | 229 | 1 | 1 | 715 | 577 | 138 | case_description.pdf |
task_39 | Leveraged buyout (LBO) | Operating model & forecast | Financing & capital structure | Scenario & sensitivity | Investment banking | Private equity | Fill in the template | Extract from a document | 116 | 4 | 4 | 752 | 598 | 144 | case_description.pdf |
task_40 | Leveraged buyout (LBO) | Operating model & forecast | Investment banking | Private equity | Fill in the template | Extract from a document | 108 | 1 | 1 | 546 | 240 | 131 | case_description.pdf |
task_41 | Pivot & summarize data | Accounting / audit | Fill in the template | 171 | 3 | 1 | 79 | 59 | 14 | none |
task_42 | Pivot & summarize data | Accounting / audit | Corporate finance (FP&A) | Fill in the template | 27 | 2 | 1 | 1,080 | 1,080 | 0 | none |
task_43 | Financing & capital structure | Private equity | Investment banking | Fill in the template | 52 | 2 | 1 | 318 | 311 | 7 | none |
task_44 | Pull financials from filings | Operating model & forecast | Corporate finance (FP&A) | Investment banking | Hedge fund | Equity research | Fill in the template | Extract from a document | 84 | 2 | 2 | 618 | 126 | 103 | pinterest_10k_2024.pdf |
task_45 | Pivot & summarize data | Corporate finance (FP&A) | Accounting / audit | Build from scratch | 113 | 3 | 3 | 7,887 | 6,760 | 1,288 | none |
task_46 | Company valuation | Investment banking | Private equity | Fill in the template | 28 | 4 | 1 | 120 | 120 | 0 | none |
task_47 | Operating model & forecast | Investment banking | Private equity | Corporate finance (FP&A) | Fill in the template | 69 | 4 | 1 | 723 | 703 | 13 | none |
task_48 | Operating model & forecast | Accounting / audit | Investment banking | Corporate finance (FP&A) | Fill in the template | 191 | 4 | 1 | 613 | 535 | 10 | none |
task_49 | Company valuation | Financing & capital structure | Investment banking | Private equity | Fill in the template | Find & fix errors | 262 | 4 | 1 | 19 | 12 | 1 | none |
task_50 | Company valuation | Operating model & forecast | Investment banking | Private equity | Fill in the template | 59 | 4 | 3 | 284 | 0 | 7 | none |
task_51 | Company valuation | Operating model & forecast | Scenario & sensitivity | Investment banking | Private equity | Fill in the template | 135 | 4 | 2 | 822 | 496 | 328 | none |
task_52 | Company valuation | Scenario & sensitivity | Investment banking | Private equity | Find & fix errors | 47 | 4 | 1 | 395 | 24 | 319 | none |
task_53 | Company valuation | Operating model & forecast | Investment banking | Private equity | Fill in the template | Find & fix errors | 128 | 4 | 1 | 494 | 62 | 333 | none |
task_54 | Company valuation | Scenario & sensitivity | Investment banking | Private equity | Fill in the template | 75 | 4 | 1 | 222 | 222 | 4 | none |
task_55 | Company valuation | Investment banking | Private equity | Fill in the template | 55 | 4 | 1 | 40 | 0 | 14 | none |
task_56 | Real estate | Operating model & forecast | Real estate | Private equity | Fill in the template | 74 | 5 | 4 | 2,308 | 2,241 | 19 | none |
task_57 | Pivot & summarize data | Corporate finance (FP&A) | Private equity | Hedge fund | Fill in the template | 28 | 4 | 1 | 489 | 392 | 0 | none |
task_58 | Pull financials from filings | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | Extract from a document | 85 | 2 | 2 | 495 | 165 | 90 | none |
task_59 | Pivot & summarize data | Corporate finance (FP&A) | Private equity | Hedge fund | Fill in the template | 19 | 4 | 2 | 28,450 | 19,024 | 0 | none |
task_60 | Pull financials from filings | Corporate finance (FP&A) | Investment banking | Hedge fund | Equity research | Fill in the template | Extract from a document | 31 | 3 | 3 | 246 | 27 | 219 | target_annual_report_2024.pdf |
task_61 | Operating model & forecast | Investment banking | Hedge fund | Equity research | Fill in the template | Extract from a document | 92 | 2 | 2 | 1,435 | 153 | 240 | source_data.xlsx |
task_62 | Financing & capital structure | Investment banking | Hedge fund | Equity research | Fill in the template | Extract from a document | 128 | 2 | 2 | 36 | 5 | 17 | tesla_10k.pdf;tesla_10q.pdf |
task_63 | Company valuation | Operating model & forecast | Scenario & sensitivity | Investment banking | Hedge fund | Equity research | Fill in the template | 116 | 3 | 2 | 747 | 564 | 64 | none |
task_64 | Company valuation | Scenario & sensitivity | Private equity | Investment banking | Fill in the template | Find & fix errors | 113 | 3 | 2 | 67 | 68 | 0 | support_document.docx |
task_65 | Company valuation | Scenario & sensitivity | Private equity | Investment banking | Fill in the template | 68 | 3 | 2 | 27 | 29 | 0 | support_document.docx |
task_66 | Operating model & forecast | Investment banking | Corporate finance (FP&A) | Hedge fund | Equity research | Fill in the template | 112 | 6 | 2 | 287 | 97 | 0 | none |
ShortcutBench v1
66 spreadsheet tasks for measuring AI agents on real financial modeling work in Excel.
Files
Each of the 66 task directories holds:
| file | what it is |
|---|---|
prompt.txt |
the request |
init.xlsx |
the starting workbook |
golden.xlsx |
the answer key |
| other files | source documents, for the 19 tasks that have them |
tasks.csv indexes all 66 tasks. HASH_MANIFEST.json gives a SHA-256 for every shipped file.
from huggingface_hub import snapshot_download
snapshot_download("FundamentalResearchLabs/shortcutbench-v1", repo_type="dataset", local_dir="shortcutbench_v1")
Free to use for evaluating AI systems. Please credit ShortcutBench V1.
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