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
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']
What's my current holdings status? Show my investment holdings summary
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
What's my current holdings status? 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
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']
Share my portfolio update Share my portfolio update for this month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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']
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']
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']
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 capital gains evaluation for this month
0
1
0
0
0
0
0
0
1
0
0
0
0
['capital_gains', 'Monthly']
Show returns grouped by investment accounts in this 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 monthly basis
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
Send me capital gains report
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
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']
Share my capital gains evaluation for the current financial year
0
1
0
0
0
1
0
0
0
0
0
0
0
['capital_gains', 'Current Year']
Provide my capital gains statement Show my gains for the selected period 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 details 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 during the ongoing 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 my capital gains statement Show my gains for the selected period for the previous 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 over the past month
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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']
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 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']
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 my gains for the selected period Provide my capital gains statement 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']
I need a capital gains breakdown 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 report
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
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']
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 over the last week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
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 returns organized by scheme
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 me my updated portfolio status Share my portfolio update 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']
Show my updated holdings statement
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', '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']
Show my updated holdings statement as a monthly update
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
Send me a detailed report of my capital gains for the current year.
0
1
0
0
0
1
0
0
0
0
0
0
0
['capital_gains', 'Current Year']
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 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
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', '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 for the past week
1
0
0
0
0
0
0
0
0
1
0
0
0
['holdings', 'Weekly']
Share my capital gains evaluation
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']
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 summary of my investment holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
Provide an update on my portfolio performance as of today
0
0
0
0
1
0
0
1
0
0
0
0
0
['portfolio_update', 'Daily']
Provide my capital gains details
0
1
0
0
0
0
0
0
0
0
0
1
0
['capital_gains', 'None_date']
Provide scheme-wise return details during last year
0
0
1
0
0
0
1
0
0
0
0
0
0
['scheme_wise_returns', 'Previous Year']
Show my gains for the selected period 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']
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 my holdings report as a monthly update
1
0
0
0
0
0
0
0
1
0
0
0
0
['holdings', 'Monthly']
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']
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']
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 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']
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 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']
Provide my capital gains statement I need a capital gains breakdown in the ongoing year
0
1
0
0
0
1
0
0
0
0
0
0
0
['capital_gains', 'Current Year']
Give me my updated portfolio status Share my portfolio update on a monthly basis
0
0
0
0
1
0
0
0
1
0
0
0
0
['portfolio_update', 'Monthly']
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']
Share my holdings report
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
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']
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 return details
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']
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 returns organized by scheme
0
0
1
0
0
0
0
0
0
0
0
1
0
['scheme_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']
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 summary of my investment holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', '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']
Send me capital gains report for previous financial year
0
1
0
0
0
0
1
0
0
0
0
0
0
['capital_gains', 'Previous Year']
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']
Can you list all the report options available?
0
0
0
0
0
0
0
0
0
0
0
1
1
['None_date', 'None_module']
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 update on my portfolio performance over the last week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
Share my capital gains evaluation for the current financial year
0
1
0
0
0
1
0
0
0
0
0
0
0
['capital_gains', 'Current Year']
Provide insight into my current holdings
1
0
0
0
0
0
0
0
0
0
0
1
0
['holdings', 'None_date']
How is my portfolio performing? Give me my updated portfolio status yearly report
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 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 over the last week
0
0
0
0
1
0
0
0
0
1
0
0
0
['portfolio_update', 'Weekly']
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 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']
Show my gains for the selected period 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 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']
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']
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']
Share my holdings report
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 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']