Datasets:
Add 800-query evaluation set (expert-annotated trajectories) and dataset card
Browse files- .gitattributes +1 -0
- README.md +72 -0
- evaluation/testset.json +3 -0
.gitattributes
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# Video files - compressed
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*.mp4 filter=lfs diff=lfs merge=lfs -text
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*.webm filter=lfs diff=lfs merge=lfs -text
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# Video files - compressed
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*.mp4 filter=lfs diff=lfs merge=lfs -text
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*.webm filter=lfs diff=lfs merge=lfs -text
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evaluation/testset.json filter=lfs diff=lfs merge=lfs -text
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README.md
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---
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license: mit
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---
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---
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license: mit
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language:
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- en
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task_categories:
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- question-answering
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tags:
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- finance
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- tool-calling
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- function-calling
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- agent
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- trajectory
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- llm-evaluation
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size_categories:
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- n<1K
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---
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# FinTrace
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**FinTrace** is a benchmark for evaluating LLM tool-calling (function-calling)
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agents on financial queries, built on the Financial Modeling Prep (FMP) MCP
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toolset. It contains expert-annotated multi-turn tool-calling trajectories
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across 30+ financial task categories, evaluated with a nine-metric rubric
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spanning action correctness, execution efficiency, process quality, and
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output quality.
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Paper: *FinTrace* (COLM 2026) — link coming soon.
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## Repository structure
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| Path | Description | Status |
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|---|---|---|
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| `evaluation/testset.json` | 800-query evaluation set with expert-annotated trajectories | ✅ available |
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| `trajectories/` | model-generated trajectories, one folder per model | 🔜 coming soon |
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| `training/` | FinTrace-Training SFT / DPO preference data | 🔜 coming soon |
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## Evaluation set (`evaluation/testset.json`)
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800 entries (440 labeled `GOOD`, 360 labeled `BAD` by expert annotators), each
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with:
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| Field | Description |
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|---|---|
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| `id` | unique query id |
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| `source_query` | the financial question |
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| `task_type` / `task_type_bucket` | task category (32 types / 12 buckets) |
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| `resource` / `data_source` | origin of the query |
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| `difficulty_score` / `difficulty_tier` | difficulty annotation |
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| `trajectory` | full multi-turn message list (reasoning, tool calls, tool responses) |
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| `final_answer` | the trajectory's final answer |
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| `reference_answer` | ground-truth answer |
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| `endpoints_called` | FMP endpoints invoked in the trajectory |
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| `num_turns` / `traj_len_bin` | trajectory length statistics |
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| `label` | expert quality label (`GOOD` / `BAD`) |
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| `bad_reasons` / `reason_summary` | failure taxonomy and rationale for `BAD` trajectories |
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## Usage
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The trajectories are deeply nested, so we recommend downloading the raw JSON
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directly rather than `load_dataset`:
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```python
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import json
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from huggingface_hub import hf_hub_download
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path = hf_hub_download(
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"YupengCao/FinTrace", "evaluation/testset.json", repo_type="dataset"
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)
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data = json.load(open(path))
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print(len(data), data[0]["source_query"])
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```
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## Citation
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Citation entry coming with the camera-ready release.
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evaluation/testset.json
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version https://git-lfs.github.com/spec/v1
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oid sha256:af27e4aff42d88ca43d1ad379a1d8d922385aca3ee191f57df2ca74656f9e24a
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size 38637588
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