Finance search public sample: historical, multi-hop, live lookup

README.md

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+---
+task_categories:
+- question-answering
+language:
+- en
+tags:
+- finance
+- search
+- benchmark
+size_categories:
+- n<1K
+configs:
+- config_name: historical-lookup
+  data_files:
+  - split: public
+    path: historical-lookup.jsonl
+- config_name: multi-hop-lookup
+  data_files:
+  - split: public
+    path: multi-hop-lookup.jsonl
+- config_name: live-lookup
+  data_files:
+  - split: public
+    path: live-lookup.jsonl
+---
+
+# Finance Search
+
+The public sample 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. This sample is published so the question format and a harness can be checked end to end.
+Results on it are not leaderboard scores.
+
+## Configurations
+
+| Configuration | Rows | Task |
+|---|---:|---|
+| `historical-lookup` | 10 | One published figure for a named entity and period; one well-aimed search should find it. |
+| `multi-hop-lookup` | 5 | Several published facts combined: a peer comparison, a trend, a result against guidance. |
+| `live-lookup` | 10 | A price at a given moment, asked shortly after it: 3 stocks, 3 coins, 4 currency pairs. |
+
+Each configuration has one split named `public`.
+
+## 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`, `fx`), `name`, `ticker`.
+- `query_template`: `<name> (<ticker>) {{date}} {{time}}`, the query a search API receives once a date and a
+  time in UTC are filled in.
+
+## 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.

historical-lookup.jsonl

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+{"id": "T-CO-025-05", "question": "Checking data center-driven demand at Wesco International (WCC). What organic revenue growth did it report for its Communications and Security Solutions (CSS) segment in the quarter ended June 30, 2026?", "answer": "17.5% organic growth for the Communications and Security Solutions (CSS) segment in the quarter ended June 30, 2026, per the earnings release. Wrong: reported segment growth 18.4% or company-wide organic growth.", "tolerance": "±0.1 pp", "area": "company_results"}
+{"id": "T-BNK-001-01", "question": "Doing a capital review on Centennial Bank, the Arkansas bank owned by Home BancShares. What was its common equity tier 1 capital ratio under the standardized approach at June 30, 2026?", "answer": "14.83% (bank-level CET1 capital ratio, standardized approach; 14.8299%). Wrong: 15.12% (prior quarter-end March 31, 2026).", "tolerance": "±0.01 pp", "area": "banks_insurers"}
+{"id": "T-BNK-003-05", "question": "What was Goldman Sachs Bank USA's CET1 capital ratio under the advanced approaches at March 31, 2026? Comparing bank-level capital across the broker-dealer parents.", "answer": "18.14% (bank-level CET1 ratio, advanced approaches; 18.1387%). Wrong: 14.05%, the standardized-approach ratio.", "tolerance": "±0.01 pp", "area": "banks_insurers"}
+{"id": "T-CO-026-02", "question": "What share of PACCAR's (PCAR) revenue came from outside the United States in the fiscal year ended December 31, 2025? Need it for a tariff exposure screen.", "answer": "45.8%: total revenue $28.445B less United States revenue $15.430B = $13.015B outside the U.S. in the fiscal year ended December 31, 2025 (geographic revenue by country of the customer). Wrong: treating 'Americas' as U.S., or using the long-lived assets table.", "tolerance": "±0.1 pp", "area": "company_results"}
+{"id": "T-MAC-025-02", "question": "What was US total nonfarm job openings (JOLTS, seasonally adjusted) for May 2026 as first reported, and after the next scheduled revision?", "answer": "First reported 7.594 million (June 30, 2026); revised to 7.537 million in the August 4, 2026 release.", "tolerance": "Exact as published", "area": "macro_policy"}
+{"id": "T-MAC-040-01", "question": "Writing up balance sheet runoff for the rates morning note. What were total assets of the Federal Reserve Banks (Wednesday level) as of Wednesday, September 30, 2026, and how much had they changed since the end of 2025?", "answer": "$6.743 trillion ($6,743,031 million) on Wednesday September 30, 2026; +$102.4 billion since Wednesday, December 31, 2025 ($6,640,618 million). Wrong: week-average levels.", "tolerance": "Exact (current vintage)", "area": "macro_policy"}
+{"id": "T-SMI-006-02", "question": "What was Ísfélag's net cash from operating activities in fiscal 2025 (year ended December 31, 2025)?", "answer": "Net cash from operating activities of $46.1M (USD 46,095,108) in 2025. Wrong: cash generated from operations before interest and tax $75.3M (USD 75,316,056).", "tolerance": "exact as reported", "area": "small_international"}
+{"id": "T-MKT-083-02", "question": "What was the Secured Overnight Financing Rate (SOFR) for the last business day of April 2026? Need it to fix a floating-rate coupon.", "answer": "3.66% for the rate date April 30, 2026 (published the morning of May 1, 2026). Wrong: the value published on April 30, 2026, which is the April 29, 2026 rate (3.63%).", "tolerance": "exact (2 decimals)", "area": "markets"}
+{"id": "T-MKT-058-02", "question": "What was the average of the Federal Reserve's daily noon buying rates for USD/CAD (CAD per USD) in August 2026? Need it to translate the Canadian segment's August revenue.", "answer": "1.3902 CAD per USD, the mean of 21 daily noon buying rates (days with no rate excluded). Wrong: the month-end rate (1.3862 on August 31, 2026), or the inverted quote.", "tolerance": "±0.0001 (G.5 publishes rounded averages)", "area": "markets"}
+{"id": "T-SMI-003-03", "question": "What was equity attributable to owners of the parent at Moltiply Group S.p.A. on December 31, 2025? Need it for a book value comparison across Italian fintechs.", "answer": "€332.7M (EUR 332,666,000) at December 31, 2025. Total equity was €332.8M (EUR 332,823,000) including €157,000 (EUR 157,000) of non-controlling interests. Wrong: €332.8M (EUR 332,823,000) (total equity).", "tolerance": "exact as reported", "area": "small_international"}

live-lookup.jsonl

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+{"id": "live_eq_036", "asset": "equity", "name": "Enterprise Products Partners", "ticker": "EPD", "query_template": "Enterprise Products Partners (EPD) {{date}} {{time}}"}
+{"id": "live_eq_070", "asset": "equity", "name": "EQT", "ticker": "EQT", "query_template": "EQT (EQT) {{date}} {{time}}"}
+{"id": "live_eq_178", "asset": "equity", "name": "Hornbeck Offshore Services", "ticker": "HOS", "query_template": "Hornbeck Offshore Services (HOS) {{date}} {{time}}"}
+{"id": "live_cr_004", "asset": "crypto", "name": "XRP", "ticker": "XRP", "query_template": "XRP (XRP) {{date}} {{time}}"}
+{"id": "live_cr_016", "asset": "crypto", "name": "Avalanche", "ticker": "AVAX", "query_template": "Avalanche (AVAX) {{date}} {{time}}"}
+{"id": "live_cr_042", "asset": "crypto", "name": "Aerodrome Finance", "ticker": "AERO", "query_template": "Aerodrome Finance (AERO) {{date}} {{time}}"}
+{"id": "live_fx_076", "asset": "fx", "name": "euro / Canadian dollar", "ticker": "EUR/CAD", "query_template": "euro / Canadian dollar (EUR/CAD) {{date}} {{time}}"}
+{"id": "live_fx_089", "asset": "fx", "name": "US dollar / Mexican peso", "ticker": "USD/MXN", "query_template": "US dollar / Mexican peso (USD/MXN) {{date}} {{time}}"}
+{"id": "live_fx_093", "asset": "fx", "name": "US dollar / Thai baht", "ticker": "USD/THB", "query_template": "US dollar / Thai baht (USD/THB) {{date}} {{time}}"}
+{"id": "live_fx_099", "asset": "fx", "name": "Australian dollar / US dollar", "ticker": "AUD/USD", "query_template": "Australian dollar / US dollar (AUD/USD) {{date}} {{time}}"}

metadata.json

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+{
+  "dataset": "finance-search",
+  "split": "public",
+  "total_rows": 25,
+  "sources": {
+    "historical-lookup": "dataset/final/public.jsonl",
+    "multi-hop-lookup": "dataset/final/public.jsonl",
+    "live-lookup": "live/live-400.jsonl"
+  },
+  "license": null,
+  "files": [
+    {
+      "path": "historical-lookup.jsonl",
+      "rows": 10,
+      "sha256": "9447034d8e0b249e62ca1eec16bfba57dab951824658a6c02443e965ed1a16d3"
+    },
+    {
+      "path": "multi-hop-lookup.jsonl",
+      "rows": 5,
+      "sha256": "eaae7fe22d75008671541819c5831dd2ff19d2b60f5c3fcf84a93aa145916293"
+    },
+    {
+      "path": "live-lookup.jsonl",
+      "rows": 10,
+      "sha256": "460b171ac5690a5dda2db52a08e3ecfa6fde64383cb352b5862adabf2f9857d1"
+    }
+  ]
+}

multi-hop-lookup.jsonl

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+{"id": "T-MAC-083-01", "question": "Reweighting our CPI nowcast. How did the relative importance of Shelter in the CPI-U (U.S. city average) change between the December 2024 and December 2025 relative-importance weights?", "answer": "35.483 in December 2024 and 35.625 in December 2025, a change of +0.142 percentage points (BLS relative importance tables). Wrong: the CPI-W column, or the older December 2023 weights.", "tolerance": "Exact (3 decimals)", "area": "macro_policy"}
+{"id": "T-BNK-045-03", "question": "Comparing leverage headroom at the wealth-management banks. How do Charles Schwab Bank, SSB, Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, N.A. and UBS Bank USA, N.A. stack up on supplementary leverage ratio at March 31, 2026?", "answer": "Supplementary leverage ratio: 1) Charles Schwab Bank, SSB 10.79%; 2) Morgan Stanley Bank, National Association 7.44%; 3) UBS Bank USA, National Association 7.01%; 4) Morgan Stanley Private Bank, National Association 6.86%. Wrong: ranking on tier 1 leverage (1) Morgan Stanley Bank, National Association 11.04%; 2) Charles Schwab Bank, SSB 10.90%; 3) UBS Bank USA, National Association 8.06%; 4) Morgan Stanley Private Bank, National Association 7.04%).", "tolerance": "ranks exact; ratios ±0.01 pp", "area": "banks_insurers"}
+{"id": "T-CO-102-06", "question": "Need MYR Group's (MYRG) total RPO at each of the four quarter-ends through June 30, 2026, along with which quarter had the largest increase.", "answer": "September 30, 2025: $2,341.4M; December 31, 2025: $2,515.9M; March 31, 2026: $2,526.9M; June 30, 2026: $2,826.9M. Largest increase: the quarter ended June 30, 2026, $300.0M (from $2,526.9M). Quarterly changes: $9.5M, $174.6M, $10.9M, $300.0M (base $2,331.9M at June 30, 2025).", "tolerance": "exact as filed; quarter exact", "area": "company_results"}
+{"id": "T-MKT-045-01", "question": "Screening E&Ps on net share count for a capital return piece. Using the shares-outstanding counts on the cover pages of their annual reports for fiscal 2025 (year ended December 31, 2025) and their quarterly reports for the quarter ended June 30, 2026, which of EOG Resources (EOG), Diamondback Energy (FANG), Matador Resources (MTDR) and Occidental Petroleum (OXY) reduced its share count by the largest percentage?", "answer": "EOG Resources (EOG) reduced its count the most (-2.23%). EOG Resources (EOG) 536,491,493 (Feb 13) to 524,529,176 (Jul 28), -2.23%; Diamondback Energy (FANG) 282,078,989 (Feb 20) to 280,024,353 (Jul 31), -0.73%; Matador Resources (MTDR) 124,249,941 (Feb 24) to 123,754,216 (Aug 5), -0.40%; Occidental Petroleum (OXY) 986,266,656 (Jan 31) to 999,637,371 (Jul 31), +1.36%. Wrong: ranking buyback dollars or diluted weighted-average shares.", "tolerance": "top exact; each ±0.05 pp", "area": "markets"}
+{"id": "T-SMI-068-01", "question": "Building a quarterly revenue chart for PetMed Express (PETS). What revenue did it report in each of its five fiscal quarters through the one ending June 30, 2026?", "answer": "April 1, 2025-June 30, 2025: $51,180,000; July 1, 2025-September 30, 2025: $44,364,000; October 1, 2025-December 31, 2025: $40,660,000; January 1, 2026-March 31, 2026: $42,817,000 (fiscal Q4 derived: FY $179,021,000 - nine months $136,204,000); April 1, 2026-June 30, 2026: $41,015,000. Wrong: omitting the derived fiscal Q4 or quoting year-to-date amounts.", "tolerance": "exact as reported", "area": "small_international"}