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Add 800-query evaluation set (expert-annotated trajectories) and dataset card

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  1. .gitattributes +1 -0
  2. README.md +72 -0
  3. evaluation/testset.json +3 -0
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  # Video files - compressed
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  # Video files - compressed
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  *.mp4 filter=lfs diff=lfs merge=lfs -text
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+ evaluation/testset.json filter=lfs diff=lfs merge=lfs -text
README.md CHANGED
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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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+
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+ # FinTrace
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+
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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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+
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+ Paper: *FinTrace* (COLM 2026) — link coming soon.
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+
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+ ## Repository structure
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+
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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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+
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+ ## Evaluation set (`evaluation/testset.json`)
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+
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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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+
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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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+
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+ ## Usage
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+
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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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+
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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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+
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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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+
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+ ## Citation
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+
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+ Citation entry coming with the camera-ready release.
evaluation/testset.json ADDED
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+ oid sha256:af27e4aff42d88ca43d1ad379a1d8d922385aca3ee191f57df2ca74656f9e24a
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+ size 38637588