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PITfall v1.0: pool 579 + frozen core-200, T3 gold withheld

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  1. README.md +53 -0
  2. core-200.jsonl +0 -0
  3. manifest.json +18 -0
  4. pool.jsonl +0 -0
README.md ADDED
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+ ---
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+ license: apache-2.0
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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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+ - benchmark
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+ - leakage
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+ - point-in-time
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+ - sec-edgar
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+ - llm-agents
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+ size_category:
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+ - 1K<n<10K
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+ ---
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+
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+ # PITfall: a leakage-controlled point-in-time benchmark for financial LLM agents
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+
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+ Deterministically generated from SEC EDGAR as-filed XBRL facts. Every task
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+ carries an `as_of` date; the only correct answer to a task whose gold was not
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+ public at `as_of` is "unknown". Forward-estimation (T3) gold values are
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+ withheld from this export so the realized future cannot enter retrieval
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+ corpora; the full generator is in the
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+ [repository](https://github.com/FredXing1/FinTrace) and reproduces every
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+ task byte-for-byte from public EDGAR data.
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+
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+ ## Files
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+
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+ - `pool.jsonl` - full task pool (three families)
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+ - `core-200.jsonl` - frozen evaluation subset (T1x100 incl. 17 unknown-gold
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+ probes / T2x60 / T3x40), sha256 in `manifest.json`
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+ - `manifest.json` - generator version, seed, pool/core hashes
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+
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+ ## Task families
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+
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+ | family | question shape | gold | metric |
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+ |---|---|---|---|
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+ | T1 time-gated QA | "as of T, what was X for period P?" | filed <= T value, or `unknown` | 1% rel. tolerance |
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+ | T2 claim verification | "is this statement correct?" | verdict + evidence accn | verdict + citation |
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+ | T3 forward estimation | "as of T, estimate next-year X?" | realized value - **withheld** | APE <= 20% |
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+
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+ ## Scoring
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+
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+ Deterministic pattern/numeric matching, no LLM judge; report per-family
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+ accuracy with bootstrap 95% CIs and, for T1 unknown-gold probes, the leakage
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+ rate (answers matching the realized future value). Harness: `fintrace
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+ pitfall-run` / `fintrace pitfall-leak` / `fintrace pitfall-walkforward`.
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+
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+ ## License
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+
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+ Apache-2.0. Source data: SEC EDGAR (public domain). This benchmark is a
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+ measurement instrument; nothing in it is investment advice.
core-200.jsonl ADDED
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manifest.json ADDED
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+ {
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+ "generator_version": "0.1",
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+ "frozen_at": "2026-09-25T14:18:26+0800",
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+ "seed": 42,
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+ "counts": {
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+ "pool": 579,
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+ "core": 200,
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+ "core_by_family": {
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+ "T1": 100,
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+ "T2": 60,
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+ "T3": 40
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+ }
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+ },
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+ "core_sha256": "75bd88164a3b162360d16c4889268ac9c427a81b2fa1f55ceda791f23476443a",
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+ "note": "core-200 discipline: all self-run experiments only on this subset",
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+ "pool_sha256": "69e1fc798de55375f8fa90900a2864a71b4988d24e672c2719d007b69aadd36a",
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+ "gold_withheld": "T3 gold values stripped at publish; request via issue"
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+ }
pool.jsonl ADDED
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