| --- |
| license: apache-2.0 |
| language: |
| - en |
| task_categories: |
| - question-answering |
| tags: |
| - finance |
| - benchmark |
| - leakage |
| - point-in-time |
| - sec-edgar |
| - llm-agents |
| size_category: |
| - 1K<n<10K |
| --- |
| |
| # PITfall: a leakage-controlled point-in-time benchmark for financial LLM agents |
|
|
| Deterministically generated from SEC EDGAR as-filed XBRL facts. Every task |
| carries an `as_of` date; the only correct answer to a task whose gold was not |
| public at `as_of` is "unknown". Forward-estimation (T3) gold values are |
| withheld from this export so the realized future cannot enter retrieval |
| corpora; the full generator is in the |
| [repository](https://github.com/FredXing1/FinTrace) and reproduces every |
| task byte-for-byte from public EDGAR data. |
|
|
| ## Files |
|
|
| - `pool.jsonl` - full task pool (three families) |
| - `core-200.jsonl` - frozen evaluation subset (T1x100 incl. 17 unknown-gold |
| probes / T2x60 / T3x40), sha256 in `manifest.json` |
| - `manifest.json` - generator version, seed, pool/core hashes |
|
|
| ## Task families |
|
|
| | family | question shape | gold | metric | |
| |---|---|---|---| |
| | T1 time-gated QA | "as of T, what was X for period P?" | filed <= T value, or `unknown` | 1% rel. tolerance | |
| | T2 claim verification | "is this statement correct?" | verdict + evidence accn | verdict + citation | |
| | T3 forward estimation | "as of T, estimate next-year X?" | realized value - **withheld** | APE <= 20% | |
|
|
| ## Scoring |
|
|
| Deterministic pattern/numeric matching, no LLM judge; report per-family |
| accuracy with bootstrap 95% CIs and, for T1 unknown-gold probes, the leakage |
| rate (answers matching the realized future value). Harness: `fintrace |
| pitfall-run` / `fintrace pitfall-leak` / `fintrace pitfall-walkforward`. |
|
|
| ## License |
|
|
| Apache-2.0. Source data: SEC EDGAR (public domain). This benchmark is a |
| measurement instrument; nothing in it is investment advice. |
|
|
