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
What's my current holdings status? What's my current holdings status? over the last week
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
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 returns organized by scheme
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']
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']
How is my portfolio performing? How is my portfolio performing? 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
0
0
0
0
1
0
0
0
0
0
0
1
0
['portfolio_update', 'None_date']
How is my portfolio performing? How is my portfolio performing?
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 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 latest portfolio update for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
How is my portfolio performing? 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 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']
Can you generate a monthly report for my capital gains?
0
1
0
0
0
0
0
0
1
0
0
0
0
['capital_gains', 'Monthly']
Share my capital gains evaluation in the past financial 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']
Share my portfolio update Share my portfolio update yearly report
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Show capital gains accumulated over time in the past financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
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 scheme-wise return details
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_wise_returns', 'None_date']
Give account-wise investment returns
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 report of my holdings Give me a report of my holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
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']
Provide account-wise investment returns Share my account-level performance
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? yearly summary
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']
What types of reports can you generate for my investments?
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']
Provide an update on my portfolio performance as an annual report
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Show how my portfolio is performing currently on a daily basis
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
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']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Provide my capital gains details for the previous financial 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']
Share my capital gains evaluation
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Show how my portfolio is performing currently over the past year
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']
Give me a report of my holdings Give me a report of my holdings
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']
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 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 Provide my capital gains statement
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', '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']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide scheme-wise investment summary 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']
How is my portfolio performing? How is my portfolio performing? for today
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
I want to file my taxes , send me my report
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', '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 my capital gains details during last year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
How is my portfolio performing? How is my portfolio performing? for this month
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
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_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']
How is my portfolio performing? Give me my updated portfolio status yearly summary
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
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 my capital gains details for the previous financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
Provide an update on my portfolio performance on a daily basis
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
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']
Share my portfolio update Give me my updated portfolio status for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Provide my capital gains details
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide my capital gains details for the previous financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
What is the total value of my current holdings?
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']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Share my capital gains evaluation
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Give account-wise investment returns in this financial year
0
0
0
1
0
1
0
0
0
0
0
0
0
['investment_account_wise_returns', 'Current Year']
Show how my portfolio is performing currently as an annual 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 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 my updated portfolio status Share my portfolio update yearly summary
0
0
0
0
1
0
0
0
0
0
1
0
0
['portfolio_update', 'Yearly']
Give me my updated portfolio status Give me my updated portfolio status over the past month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show my investment holdings summary What's my current holdings status?
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Show the performance 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']
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']
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']
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']
Provide account-wise investment returns Give my returns divided by investment accounts in the ongoing year
0
0
0
1
0
1
0
0
0
0
0
0
0
['investment_account_wise_returns', 'Current Year']
How is my portfolio performing? Share my portfolio update for this week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
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 how my portfolio is performing currently over the last week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
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']
Provide an update on my portfolio performance as a weekly report
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
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']
Provide report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
Show capital gains accumulated over time
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']
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']
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']
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']
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 latest portfolio update as a monthly update
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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 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']