| --- |
| task_categories: |
| - question-answering |
| language: |
| - en |
| tags: |
| - finance |
| - search |
| - benchmark |
| size_categories: |
| - n<1K |
| configs: |
| - config_name: historical-lookup |
| data_files: |
| - split: val |
| path: historical-lookup.jsonl |
| - config_name: multi-hop-lookup |
| data_files: |
| - split: val |
| path: multi-hop-lookup.jsonl |
| - config_name: live-lookup |
| data_files: |
| - split: val |
| path: live-lookup.jsonl |
| --- |
| |
| # Finance Search |
|
|
| The validation set of the OpenBenchmarks finance search benchmark, which measures how well a search API helps an agent answer a finance professional's questions. The agent, prompt, search budget and grader are held fixed; only the search API changes. Use it to develop and tune against; results on it are not leaderboard scores. |
|
|
| ## Configurations |
|
|
| | Configuration | Rows | Task | |
| |---|---:|---| |
| | `historical-lookup` | 40 | One published figure for a named entity and period; one well-aimed search should find it. | |
| | `multi-hop-lookup` | 20 | Several published facts combined: a peer comparison, a trend, a result against guidance. | |
| | `live-lookup` | 27 | A price at a given moment, asked shortly after it: 14 stocks and 13 coins. | |
|
|
| Each configuration has one split named `val`. |
|
|
| ## Fields |
|
|
| `historical-lookup` and `multi-hop-lookup`: |
|
|
| - `id`: question id. |
| - `question`: the question as asked, with named entities and absolute dates. |
| - `answer`: the reference answer. Where it ends with "Wrong:", the listed values are the expected wrong answers. |
| - `tolerance`: how close a numeric answer must be. |
| - `area`: one of company results, banks and insurers, macro and policy, small and international, markets. |
|
|
| `live-lookup`: |
|
|
| - `id`, `asset` (`equity`, `crypto`), `name`, `ticker`. |
| - `query_template`: the query a search API receives once filled in: `<name> (<ticker>) closing price {{date}}` |
| for stocks (that day's official close) and `<name> (<ticker>) price {{date}} {{time}}` for coins |
| (time in UTC). |
|
|
| ## Live lookup |
|
|
| Live lookup measures freshness: how soon a new price reaches a search API's results. In the benchmark each item is |
| asked shortly after a moment that has just passed and graded against market data pulled afterwards, so a live answer |
| only exists once that moment has passed. These rows carry the items and the query format, without answers. |
|
|
| ## Grading |
|
|
| An answer is correct only if every part the question asks for is right within its tolerance. A hedged answer counts |
| only if its committed value is right. |
|
|
| ## License |
|
|
| No license is assigned yet. |
|
|
