---
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.