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