FiduciaryBench: add public conduct-suite config (25 items, corpus 2026.9)
Browse files
README.md
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@@ -18,6 +18,10 @@ pretty_name: WealthSchema Planning Benchmark
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size_categories:
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- n<1K
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configs:
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- config_name: v2
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data_files:
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- split: open
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@@ -28,7 +32,16 @@ configs:
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path: data/planning-benchmark-v1.jsonl
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---
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# WealthSchema Planning Benchmark
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**Is your AI giving 2026 advice — or 2025 advice?** Evaluation tasks for AI
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financial-advice systems, with answer keys built from primary-source-verified
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size_categories:
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- n<1K
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configs:
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- config_name: fiduciarybench
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data_files:
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- split: public
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path: data/fiduciarybench-public.jsonl
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- config_name: v2
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data_files:
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- split: open
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path: data/planning-benchmark-v1.jsonl
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---
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# WealthSchema Planning Benchmark · now part of FiduciaryBench
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**New (2026-09): the `fiduciarybench` config** carries the public split of
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FiduciaryBench's conduct suites — Reg BI suitability, RMD mechanics, and
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wash-sale mechanics — where every answer key is computed by code or derived
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from a quoted primary-source passage (SEC, FINRA, IRS/Treasury, U.S. Code)
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that exact-matches a locally held, versioned corpus. Per-item provenance
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pages, methodology, and the standing challenge policy:
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https://www.wealthschema.com/benchmark · Harness: `pip install fiduciarybench`.
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The planning configs below are FiduciaryBench's planning-calculations family.
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**Is your AI giving 2026 advice — or 2025 advice?** Evaluation tasks for AI
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financial-advice systems, with answer keys built from primary-source-verified
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