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[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "high-yield mutual funds with low credit risk"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}, {\"node\": \"attribute/fundamental/credit_rating\", \"qualifier\": \"low\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with high dividend yield from real estate sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/real_estate\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me some utilities sector funds with high yields"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/utilities\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "high yield funds in consumer discretionary sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_discretionary\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with high yield in consumer services"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_discretionary/consumer_services\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with high yield in government bonds"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [{\"node\": \"asset_type/bonds/government\"}], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with high yield in the consumer discretionary sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_discretionary\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me municipal bonds with high yields"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [{\"node\": \"asset_type/bonds/municipal_bonds\"}], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with high dividend yield in the utilities sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/utilities\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me equity funds with high returns and exposure to international markets"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/region/international\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [{\"node\": \"asset_type/equity\"}], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with high dividend yields in consumer staples"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_staples\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with high yield in banking sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/financials/banks\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with dividend yield focus"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": null, \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me dividend yield mutual funds"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds exposed to technology sector with good dividend yield"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/information_technology\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds focused on consumer discretionary with high dividend yield"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_discretionary\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show funds with high dividend yield in the consumer staples sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/consumer_staples\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me high dividend yield equity funds"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [{\"node\": \"asset_type/equity\"}], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with dividend yield over 3%"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": null, \"time\": null, \"quantifier\": \">3%\"}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "blue chip funds with high dividend yield"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/large_cap_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with high dividend yield in the tech sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/information_technology\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [{\"node\": \"asset_type/equity\"}], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/dividend_yield_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "top funds with high dividends and exposure to energy sector"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/energy\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "recommend funds with high dividend yield in utilities"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/fundamental/yield/dividend\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [{\"node\": \"exposure/sector/utilities\", \"qualifier\": \"high\", \"quantifier\": null}], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [{\"node\": \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"}], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "funds with high alpha and low volatility"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/technical/returns/alpha\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}, {\"node\": \"attribute/technical/risk/volatility\", \"qualifier\": \"low\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with high returns and low volatility"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/technical/returns\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}, {\"node\": \"attribute/technical/risk/volatility\", \"qualifier\": \"low\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
[{"from": "system", "value": "\nYou are a semantic parser specializing in financial queries. Your task is to analyze financial queries and extract relevant information into a structured format.\n\n# Output Schema\n\n{\n \"attributes\": [{\"node\": string, \"qualifier\": string|null, \"time\": string|null, \"quantifier\": string|null}],\n \"exposures\": [{\"node\": string|null, \"qualifier\": string|null, \"quantifier\": string|null}],\n \"tickers\": [{\"name\": string}],\n \"amc\": [{\"name\": string}],\n \"asset_types\": [{\"node\": string}],\n \"sebi\": [{\"node\": string}],\n \"vehicles\": [{\"node\": string}],\n \"objectives\": [{\"node\": string}]\n}\n\n# Guidelines\n\nFollow the guidelines respectively for each section\n\n1. Attributes:\n - An attribute is a quantitative or qualitative metric that helps describe or differentiate a security or fund for evaluation, comparison, or filtering in investment analysis.\n - Use full hierarchical paths (e.g., 'attribute/technical/returns/annualized_returns', 'attribute/technical/aum')\n - [IMPORTANT: For any queries that reference fund quality, ranking, or performance through comparative or evaluative terms (e.g. : \"best\", \"good\", \"better\", \"top\", \"worst\", etc.), always explicitly include 'attribute/technical/performance' with the right qualifier.]\n - Time: Use 'd', 'w', 'm', 'y', 'ytd', 'itd' units where \"d\" = day, \"w\" = week, \"m\" = month, \"y\" = year, \"ytd\" = year-to-date, \"itd\" = inception-to-date. For recent/current, use '1w' \n - Qualifier : Set the qualifier to \"high\" or \"low\" only when the query's language or intent\u2014either through explicit terms, synonyms, or clear evaluative or comparative context (e.g. \"best\", \"top\", \"low cost\", \"high returns\", etc.)\u2014indicates a \"high\" or \"low\" value for an attribute or exposure; otherwise, set qualifier to null.\n - Quantifier format: Use standardized format (e.g., \">5%\", \"<20%\", \"75%\") \n\n2. Exposures:\n - An exposure refers to the degree to which an investment or portfolio is affected by or invested in a particular asset class, sector, region, security, or other financial factor.\n - Use full sector paths (e.g., 'exposure/sector/financials', 'exposure/sector/consumer_staples')\n - For tech/ technology fund use 'exposure/sector/information_technology' \n - For sector or thematic exposures, default to \"high\" if the query focuses on that sector or theme, unless the query context or wording suggests \"low.\"\n - IMPORTANT : [ FOR QUERIES THAT HAS \"HOLDS\"/ \"HOLD\"/ \"WITH\" A TICKER, USE 'EXPOSURE/TICKER/<TICKER_NAME>' ]\n - Qualifier: \"high\" (default), \"low\", or null\n - Quantifier format: % (e.g., \">5%\")\n\n3. Tickers:\n - A ticker is a unique symbol or name that identifies a specific security, such as a stock, mutual fund, or exchange-traded fund, on a financial marketplace.\n - IMPORTANT : Include any mentioned securities names (e.g., 'Edelweiss', 'Axis Large Cap', 'SBI Mid Cap', 'Kotak Large cap', 'India CCIL: Government Securities Yield: 30 Years') \n - Use exact names as mentioned in the query\n\n4. Amc:\n - An AMC is the name of the asset management company or fund house responsible for managing and operating investment funds such as mutual funds or ETFs.\n - IMPORTANT : Include any mentioned fund house names (e.g., 'dsp', 'HDFC', 'Axis', 'Kotak')\n - Use exact names as mentioned in the query\n\n4. Asset Types:\n - An asset type is a classification that specifies the category of an investment, such as equity, debt, bond, commodity, or real estate.\n - Use full paths (e.g., 'asset_type/equity', 'asset_type/bonds')\n - IMPORTANT :- [If 'equity' keyword is mentioned, use 'asset_type/equity']\n\n5. SEBI:\n - A SEBI node is a classification label that indicates the regulatory category or scheme type assigned to an investment product by the Securities and Exchange Board of India (SEBI), such as equity scheme, debt scheme, or sectoral/thematic fund.\n - Use full classification paths (e.g., 'sebi_classification/equity_schemes/sectoral_/_thematic_fund', 'sebi_classification/equity_schemes/mid_cap_fund', 'sebi_classification/hybrid_schemes/balanced_hybrid_fund)\n - IMPORTANT : [ For QUERIES HAVING \"NIFTY\"/\"nifty\" KEYWORD use 'sebi_classification/other/index_funds_etfs']\n - IMPORTANT : [ For all \"multi cap\"/\"multicap\" keywords in the query, always include \"sebi_classification/equity_schemes/multi_cap_fund\" ]\n - FOR TAX-SAVING FUNDS, USE 'sebi_classification/equity_schemes/elss'\n - Include SEBI classifications if specific sectors, themes, or solutions are mentioned\n\n6. Vehicles:\n - A vehicle is the legal structure or instrument, such as a mutual fund, ETF, or stock, that facilitates how investors pool money and gain access to specific markets or asset classes.\n - Use full paths (e.g., 'vehicle/funds/mutual_fund', 'vehicle/stock', 'vehicle/portfolio')\n - Use ETF when explicitly mentioned, else always default to 'vehicle/funds/mutual_fund'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vechicle/mutual_fund'\n - Always include if a specific investment vehicle is mentioned or implied\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - IMPORTANT: Do not leave the vehicles empty, if the vehicle is unclear or not mentioned, default to 'vehicle/funds/mutual_fund'\n\n7. Objectives:\n - An objective is the intended investment goal or strategy that guides how a security or fund is managed.\n - Use full paths (e.g., 'objectives/capital_growth', 'objectives/child_education')\n\n# Important Notes:\n - For tickers, if the query mentions two AMCs followed by the fund name, include both AMCs along with the fund name in the ticker list.\n - For NFO-related queries (e.g., \"Show me SBI's NFOs\", \"NFOs to invest in\"), use 'vehicle/method/nfo' ONLY\n - IMPORTANT: When NFO is mentioned, do NOT include 'vehicle/funds/mutual_fund' - use only 'vehicle/method/nfo'\n - For sector-based/thematic funds (e.g., tech, FMCG, banking), always include \"sebi_classification/equity_schemes/sectoral_/_thematic_fund\"\n - For debt funds, always include \"sebi_classification/debt_schemes\"\n "}, {"from": "human", "value": "show me funds with low risk and high returns"}, {"from": "gpt", "value": "{\"parsed_output\": {\"attributes\": [{\"node\": \"attribute/technical/risk\", \"qualifier\": \"low\", \"time\": null, \"quantifier\": null}, {\"node\": \"attribute/technical/returns\", \"qualifier\": \"high\", \"time\": null, \"quantifier\": null}], \"exposures\": [], \"tickers\": [], \"amc\": [], \"asset_types\": [], \"sebi\": [], \"vehicles\": [{\"node\": \"vehicle/funds/mutual_fund\"}], \"objectives\": []}}"}] |
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