Sample_ID
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values | Query
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values | Context_Files
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values | Golden_Output
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PSV_0001
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Hello! Am currently battling away with some historical dividend analysis which I need you to do. The provided Excel sheet has a few columns. The first shows a list of 15 dividend paying stocks. The second and third columns have the purchase dates and prices of the stocks respectively. For the fourth column, you need to fetch the historical closing price for every stock on the day it was purchased by using Yahoo Finance. Then use the fifth column to calculate the % difference between the purchase and closing price of each stock on the specified date. Next, search for each company's headquarters location and record the city and state in Column F.
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[https://storage.googleapis.com/afterqueryai.firebasestorage.app/sample-set-service/Dave/Yahoo%20Finance%20Dividend%20Porfolio%20(1).xlsx]
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[https://storage.googleapis.com/afterqueryai.firebasestorage.app/sample-set-service/19/Output%20Yahoo%20Finance%20Dividend%20Porfolio%20(2).xlsx]
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Financial Analysis
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Dividend
Options
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Excel, Yahoo Finance, Google Search
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PSV_0003
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Hi, our treasury team is looking for some banking partners. I have a file here which lists out the 10 major US commercial banks in Column B. I want to put together a spreadsheet for our treasury team, which they will then use to filter out some names from there. I want you to search for each bank's official commercial banking information and do the following. Record the bank's commercial banking headquarters' address (street, city, state) in Column C. In Column D, note down their commercial banking phone number. In Column E, tell me whether they offer Treasury Management services (Yes/No). In Column F, record whether they offer Commercial Real Estate lending (Yes/No). Use search results from at least 3 independent sources to verify the values in these two columns. In Column G, record the URL of their commercial banking homepage found in the search results. Finally, count how many banks offer both Treasury Management and Commercial Real Estate lending and put the numerical value for this in cell H4 under the header "Both Treasury Mgmt & CRE Lending Count."
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[https://storage.googleapis.com/afterqueryai.firebasestorage.app/sample-set-service/Dave/commerical%20banks%20(2)%20(1).xlsx]
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[https://storage.googleapis.com/afterqueryai.firebasestorage.app/sample-set-service/Dave/Commercial%20banks%20list%20(1)%20(4)%20(1)%20(1)%20(1).xlsx]
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Web Search
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Factual Lookup
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Excel, Google Search
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MCP Universe Style Spreadsheet Tasks
Collection of real-world financial challenges created by finance experts from Goldman Sachs and Evercore.
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