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