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