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
Provide my capital gains statement Show my gains for the selected period
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
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']
Give me returns organized by scheme in this financial year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Share scheme-wise investment insights 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 Give me my updated portfolio status yearly summary
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Share my account-level performance Share my account-level performance
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
I need a summary of my capital gains during last year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
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']
Share recent changes in my portfolio as a monthly update
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', '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 my capital gains statement Show my gains for the selected period
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', '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']
Can you generate a scheme wise report for my investments for the current year?
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
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']
Share recent changes in my portfolio as a monthly update
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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']
Provide my capital gains statement I need a capital gains breakdown
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']
I want my ESG Report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Share recent changes in my portfolio as a weekly report
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Provide scheme-wise return details for the previous financial year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Share recent changes in my portfolio
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', 'None_date']
Share recent changes in my portfolio over the past year
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Show my investment holdings summary Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide account-wise investment returns Provide account-wise investment returns this financial year
0
0
0
1
0
1
0
0
0
0
0
0
0
['investment_account_wise_returns', 'Current Year']
Provide account-wise investment returns Provide account-wise investment returns
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Show capital gains accumulated over time for the previous financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Show how my portfolio is performing currently
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']
Provide account-wise investment returns Provide account-wise investment returns
0
0
0
1
0
0
0
0
0
0
0
1
0
['investment_account_wise_returns', 'None_date']
Give account-wise investment returns during the ongoing 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']
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']
Show my gains for the selected period I need a capital gains breakdown
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Send me a breakdown of my investments by scheme for the past year.
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Share scheme-wise investment insights
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 scheme-wise investment summary Provide scheme-wise investment summary in the past year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Give me my latest portfolio update for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Give me my updated portfolio status Share my portfolio update
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', 'None_date']
Send me capital gains report for last 2 years
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide account-wise investment returns Give my returns divided by investment accounts for the current 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']
I need a capital gains breakdown I need a capital gains breakdown for the previous year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Show my gains for the selected period I need a capital gains breakdown last financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Give me returns organized by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Give me a summary of my investment holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show my updated holdings statement over the last week
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
Show my investment holdings summary Give me a report of my holdings over the past month
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Provide a report of my capital gains for the last three months.
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide an update on my portfolio performance
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', 'None_date']
I need a summary of my capital gains in the past financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
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']
Share my portfolio update How is my portfolio performing? on a monthly basis
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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']
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']
Show my gains for the selected period Provide my capital gains statement in the past year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Give me my updated portfolio status Share my portfolio update for this week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
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']
Give me detailed report for my investments scheme wise
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Share my holdings report
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']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide my capital gains statement I need a capital gains breakdown for the previous year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Show returns grouped by investment accounts during the ongoing year
0
0
0
1
0
1
0
0
0
0
0
0
0
['investment_account_wise_returns', 'Current Year']
Provide my capital gains details
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Share my capital gains evaluation during the ongoing year
0
1
0
0
0
1
0
0
0
0
0
0
0
['capital_gains', 'Current 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']
Give my returns divided by investment accounts 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 an update on my portfolio performance for the past week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Send me a monthly update on my portfolio.
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Provide scheme-wise investment summary Give me a scheme-wise performance report 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
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', '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']
Share my portfolio update How is my portfolio performing? as of today
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Provide my capital gains statement I need a capital gains breakdown
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Share my portfolio update Share my portfolio update on a weekly basis
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Show my investment holdings summary Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide scheme-wise investment summary Show returns by scheme for the previous year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
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']
Show my gains for the selected period I need a capital gains breakdown
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', '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 want my ESG Report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
I need a capital gains breakdown Provide my capital gains statement
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Give me a report of my holdings What's my current holdings status? on a monthly basis
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', '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']
Share my capital gains evaluation
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']
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']
Can I get a detailed holdings report for the last week?
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
Give me a scheme-wise performance report Give me a scheme-wise performance report in the ongoing year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Show my gains for the selected period Provide my capital gains statement
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Give me returns organized by scheme in this financial year
0
0
1
0
0
1
0
0
0
0
0
0
0
['scheme_wise_returns', 'Current Year']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show returns by scheme Show returns by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']