| --- |
| license: apache-2.0 |
| task_categories: |
| - text-generation |
| language: |
| - en |
| tags: |
| - tool_calling |
| - Qwen3_4B |
| size_categories: |
| - 1K<n<10K |
| --- |
| |
| # Financial Fundamentals Tool-Calling Dataset |
|
|
| This dataset contains synthetic examples for training and evaluating financial tool-calling models. Each example pairs a natural-language user request about company fundamentals with a structured JSON function call. |
|
|
| The dataset is designed for models that should translate financial requests into tool calls instead of answering directly. |
|
|
| ## Task |
|
|
| Given a user query such as: |
|
|
| ```text |
| Retrieve net income and diluted shares for Broadcom from 2006 to 2018. |
| ``` |
| The model should produce a JSON call like: |
|
|
| ``` |
| { |
| "action": "call", |
| "function": "get_fundamentals", |
| "arguments": { |
| "queries": [ |
| { |
| "symbols": ["Broadcom"], |
| "metrics": ["Net Income", "Diluted Shares"], |
| "start_year": 2006, |
| "end_year": 2018 |
| } |
| ] |
| } |
| } |
| ``` |
|
|
| ## Dataset Fields |
|
|
| The dataset includes fields such as: |
|
|
| - `query`: The natural-language financial request. |
| - `completion`: The target JSON tool call. |
| - `text`: Chat-formatted training text. |
| - `messages`: Chat-style system, user, and assistant messages. |
| - `metadata`: Generation metadata, including companies, metrics, years, and grouping information. |
| - `source_index`: Index of the original source example. |
|
|
| ## Use Cases |
|
|
| This dataset can be used to train or evaluate models for: |
|
|
| - Financial function calling |
| - Structured JSON generation |
| - Tool routing for agentic finance systems |
| - Fundamentals retrieval request parsing |
| - Company-metric-year extraction |
|
|
| ## Limitations |
|
|
| The dataset is synthetic and focused on financial fundamentals requests. It does not contain live financial values, investment advice, or real-time market data. Models trained on this dataset should have their JSON outputs validated before any downstream tool execution. |
