task_id int64 1 101 | task_name stringlengths 3 33 | difficulty stringclasses 4
values | difficulty_score float64 2 5.67 | model_type stringclasses 16
values | description stringlengths 19 220 | estimated_solve_time_hours float64 0.77 33.2 | solve_time_range stringclasses 13
values | starting_files listlengths 1 1 | solution_files listlengths 1 1 |
|---|---|---|---|---|---|---|---|---|---|
1 | ApfelInc | Medium-Hard | 3.5 | Scenario / Sensitivity Analysis | Small DCF (no forecasting, estimates given) with two-stage TV and sensitivity analysis regarding two factors | 2.63 | 2-3h | [
"tasks/task_id=1/starting_files/ApfelInc.xlsx"
] | [
"tasks/task_id=1/solution_files/ApfelInc - Solution.xlsx"
] |
2 | BasicGrowth | Medium-Hard | 3.5 | 3-Statement Model | 3-SM based on percentages + plug without extensive forecasting | 3.9 | 3-4h | [
"tasks/task_id=2/starting_files/BasicGrowth.xlsx"
] | [
"tasks/task_id=2/solution_files/BasicGrowth - Solution.xlsx"
] |
3 | Bosch | Medium | 3.3333 | Sum-of-the-Parts Valuation | Sum of the Parts Valuation using Comp multiples for a company with 4 business lines | 2.93 | 2-3h | [
"tasks/task_id=3/starting_files/Bosch.xlsx"
] | [
"tasks/task_id=3/solution_files/Bosch - Solution.xlsx"
] |
4 | BreakingDowntheBalance | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for an Annuity Loan | 2.68 | 2-3h | [
"tasks/task_id=4/starting_files/BreakingDowntheBalance.xlsx"
] | [
"tasks/task_id=4/solution_files/BreakingDowntheBalance - Solution.xlsx"
] |
5 | CapitalinMotion | Medium | 3 | Working Capital Modeling | Quarterly Working Capital Model including Forecasting, NWC and the CCC | 4.23 | 4-5h | [
"tasks/task_id=5/starting_files/CapitalinMotion.xlsx"
] | [
"tasks/task_id=5/solution_files/CapitalinMotion - Solution.xlsx"
] |
6 | CashConversionLab | Medium-Hard | 3.6667 | Working Capital Modeling | Mixed period Working Capital Model including Forecasting, NWC and the CCC based on extensive initial IS/BS | 3.87 | 3-4h | [
"tasks/task_id=6/starting_files/CashConversionLab.xlsx"
] | [
"tasks/task_id=6/solution_files/CashConversionLab - Solution.xlsx"
] |
7 | CashNiagara | Hard | 5.3333 | Debt Schedule / Waterfall Modeling | Very complex debt waterfall model (Mother of all debt waterfall models) - quarterly model including interest conventions and additional annual overview | 8.25 | 7-9h | [
"tasks/task_id=7/starting_files/CashNiagara.xlsx"
] | [
"tasks/task_id=7/solution_files/CashNiagara - Solution.xlsx"
] |
8 | CoastalAggregates | Easy | 2 | Budget vs. Actuals Variance Analysis | Regular Budget vs. Actuals Variance Analysis | 1.07 | 1-2h | [
"tasks/task_id=8/starting_files/CoastalAggregates.xlsx"
] | [
"tasks/task_id=8/solution_files/CoastalAggregates - Solution.xlsx"
] |
9 | ConstantFlow | Hard | 5.3333 | Debt Schedule / Waterfall Modeling | More complicated debt waterfall model - monthly model including interest conventions | 7.95 | 7-9h | [
"tasks/task_id=9/starting_files/ConstantFlow.xlsx"
] | [
"tasks/task_id=9/solution_files/ConstantFlow - Solution.xlsx"
] |
10 | CorpBond | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Corporate Bond Valuation | 1.7 | 1-2h | [
"tasks/task_id=10/starting_files/CorpBond.xlsx"
] | [
"tasks/task_id=10/solution_files/CorpBond - Solution.xlsx"
] |
11 | CorpBondII | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Corporate Bond Valuation | 1.7 | 1-2h | [
"tasks/task_id=11/starting_files/CorpBondII.xlsx"
] | [
"tasks/task_id=11/solution_files/CorpBondII - Solution.xlsx"
] |
12 | CustomerConcentration | Medium | 3 | Non-Financial or Non-FP&A Model | Data analytics/ summarization & concentration measure calculation | 3.08 | 3-4h | [
"tasks/task_id=12/starting_files/CustomerConcentration.xlsx"
] | [
"tasks/task_id=12/solution_files/CustomerConcentration - Solution.xlsx"
] |
13 | DailyCash | Hard | 5.3333 | Debt Schedule / Waterfall Modeling | Very complex and extensive debt waterfall model (Father of all debt waterfall models) - daily model including interest conventions and additional annual overview | 13.22 | 12-16h | [
"tasks/task_id=13/starting_files/DailyCash.xlsx"
] | [
"tasks/task_id=13/solution_files/DailyCash - Solution.xlsx"
] |
14 | DebtDeclineDynamics | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for an Annuity Loan | 2.68 | 2-3h | [
"tasks/task_id=14/starting_files/DebtDeclineDynamics.xlsx"
] | [
"tasks/task_id=14/solution_files/DebtDeclineDynamics - Solution.xlsx"
] |
15 | DebtFlow | Medium-Hard | 3.8333 | Debt Schedule / Waterfall Modeling | Regular yearly debt waterfall modeling | 4.02 | 4-5h | [
"tasks/task_id=15/starting_files/DebtFlow.xlsx"
] | [
"tasks/task_id=15/solution_files/DebtFlow - Solution.xlsx"
] |
16 | DetailedLoan | Hard | 4.8333 | Retirement / Savings Calculators | Very-very complex financial life plan model including debt, salary raises, tax and inflation - model for a married couple buying a house (no kids) | 6.93 | 5-7h | [
"tasks/task_id=16/starting_files/DetailedLoan.xlsx"
] | [
"tasks/task_id=16/solution_files/DetailedLoan - Solution.xlsx"
] |
17 | DivinaProportione | Medium | 2.5 | Ratio Analysis | Regular Ratio Analysis with provided IS/ BS | 2.12 | 2-3h | [
"tasks/task_id=17/starting_files/DivinaProportione.xlsx"
] | [
"tasks/task_id=17/solution_files/DivinaProportione - Solution.xlsx"
] |
18 | DoctorvsTrade | Medium | 3.3333 | Retirement / Savings Calculators | Regular financial life plan model including debt, salary raises, tax and inflation in spending categories - comparison between two careers | 5.43 | 5-7h | [
"tasks/task_id=18/starting_files/DoctorvsTrade.xlsx"
] | [
"tasks/task_id=18/solution_files/DoctorvsTrade - Solution.xlsx"
] |
19 | DoorstepDecisions | Medium | 3 | Rent vs. Buy Analysis | Regular Rent vs. Buy Analysis | 3.8 | 3-4h | [
"tasks/task_id=19/starting_files/DoorstepDecisions.xlsx"
] | [
"tasks/task_id=19/solution_files/DoorstepDecisions - Solution.xlsx"
] |
20 | EasyDCF | Medium | 3 | DCF (Discounted Cash Flow) | Small DCF (no forecasting, estimates given) | 1.9 | 1-2h | [
"tasks/task_id=20/starting_files/EasyDCF.xlsx"
] | [
"tasks/task_id=20/solution_files/EasyDCF - Solution.xlsx"
] |
21 | FinancialRelations | Medium | 2.5 | Ratio Analysis | Regular Ratio Analysis with provided IS/ BS (some ambiguities regarding NCI) | 2.8 | 2-3h | [
"tasks/task_id=21/starting_files/FinancialRelations.xlsx"
] | [
"tasks/task_id=21/solution_files/FinancialRelations - Solution.xlsx"
] |
22 | FiveAutomotive | Hard | 5.1667 | Sum-of-the-Parts Valuation | Sum of the Parts Valuation using Comp multiples, easy DCF, full fletch 3-SM DCF for 5 company parts in total | 21.15 | 20-25h | [
"tasks/task_id=22/starting_files/FiveAutomotive.xlsx"
] | [
"tasks/task_id=22/solution_files/FiveAutomotive - Solution.xlsx"
] |
23 | Fixings | Medium-Hard | 3.5 | DCF (Discounted Cash Flow) | DCF (two methods) with given estimates, 3-SM based on extensive forecasting/modeling | 6.92 | 5-7h | [
"tasks/task_id=23/starting_files/Fixings.xlsx"
] | [
"tasks/task_id=23/solution_files/Fixings - Solution.xlsx"
] |
24 | FlightPlan | Hard | 5.1667 | Non-Financial or Non-FP&A Model | Algorithmic route planning for an Airline - different planning categories | 33.15 | 30-35h | [
"tasks/task_id=24/starting_files/FlightPlan.xlsx"
] | [
"tasks/task_id=24/solution_files/FlightPlan - Solution.xlsx"
] |
25 | FourShops | Medium | 3.1667 | Sum-of-the-Parts Valuation | 4*DCF for all parts | 3.47 | 3-4h | [
"tasks/task_id=25/starting_files/Four Shops.xlsx"
] | [
"tasks/task_id=25/solution_files/Four Shops - Solution.xlsx"
] |
26 | FromBorrowedtoCleared | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for an Annuity Loan - trap leap year day (02/29) is the starting date for the model | 2.68 | 2-3h | [
"tasks/task_id=26/starting_files/FromBorrowedtoCleared.xlsx"
] | [
"tasks/task_id=26/solution_files/FromBorrowedtoCleared - Solution.xlsx"
] |
27 | FromSheet | Medium | 3 | DCF (Discounted Cash Flow) | Small DCF (no forecasting, estimates given) - deriving the assumptions from a large sheet | 2.83 | 2-3h | [
"tasks/task_id=27/starting_files/FromSheet.xlsx"
] | [
"tasks/task_id=27/solution_files/FromSheet - Solution.xlsx"
] |
28 | FruitJuice_3-Statement-Model - v2 | Hard | 4.8333 | 3-Statement Model | 3-SM for a company producing fruit juices and beverages | 17.5 | 16-20h | [
"tasks/task_id=28/starting_files/FruitJuice- 3-Statement Model.xlsx"
] | [
"tasks/task_id=28/solution_files/FruitJuice- 3-Statement Model - Solution.xlsx"
] |
29 | FundFun | Medium-Hard | 3.5 | NAV (Net Asset Value) Modeling | NAV model for a equally weighted funds with 2 feees | 4.68 | 5-7h | [
"tasks/task_id=29/starting_files/FundFun.xlsx"
] | [
"tasks/task_id=29/solution_files/FundFun - Solution.xlsx"
] |
30 | GermanLife | Medium-Hard | 4.1667 | Retirement / Savings Calculators | Very complex financial life plan model including debt, salary raises, tax (extensive) and inflation - the model is including life decisions such as getting married and having kids and the resulting financial consequences | 6.42 | 5-7h | [
"tasks/task_id=30/starting_files/GermanLife.xlsx"
] | [
"tasks/task_id=30/solution_files/GermanLife - Solution.xlsx"
] |
31 | Harrington | Easy | 2 | Budget vs. Actuals Variance Analysis | Regular Budget vs. Actuals Variance Analysis | 1.15 | 1-2h | [
"tasks/task_id=31/starting_files/Harrington.xlsx"
] | [
"tasks/task_id=31/solution_files/Harrington - Solution.xlsx"
] |
32 | LeaseorKeys | Medium | 3 | Rent vs. Buy Analysis | Regular Rent vs. Buy Analysis | 3.85 | 3-4h | [
"tasks/task_id=32/starting_files/LeaseorKeys.xlsx"
] | [
"tasks/task_id=32/solution_files/LeaseorKeys - Solution.xlsx"
] |
33 | LiquiditySplatter | Medium-Hard | 3.8333 | Debt Schedule / Waterfall Modeling | Easy and regular yearly debt waterfall modeling | 4.5 | 4-5h | [
"tasks/task_id=33/starting_files/LiquiditySplatter.xlsx"
] | [
"tasks/task_id=33/solution_files/LiquiditySplatter - Solution.xlsx"
] |
34 | LogisticsCategorization | Hard | 5.6667 | Non-Financial or Non-FP&A Model | Extensive inventory valuation with three different methods and further SKU categorization in 3 dimensions (partially also inventory valuation dependent) | 13.48 | 12-16h | [
"tasks/task_id=34/starting_files/LogisticsCategorization.xlsx"
] | [
"tasks/task_id=34/solution_files/LogisticsCategorization - Solution.xlsx"
] |
35 | MarketBalanced | Medium-Hard | 3.8333 | NAV (Net Asset Value) Modeling | NAV model for capped market cap weighted funds with 2 feees (different extensions/combinations including interest rate conventions) | 6.5 | 5-7h | [
"tasks/task_id=35/starting_files/MarketBalanced.xlsx"
] | [
"tasks/task_id=35/solution_files/MarketBalanced - Solution.xlsx"
] |
36 | Meridian | Easy | 2 | Budget vs. Actuals Variance Analysis | Regular Budget vs. Actuals Variance Analysis | 1.28 | 1-2h | [
"tasks/task_id=36/starting_files/Meridian.xlsx"
] | [
"tasks/task_id=36/solution_files/Meridian - Solution.xlsx"
] |
37 | MonthlyLiquidity | Medium | 3.3333 | Working Capital Modeling | Monthly Working Capital Model including Forecasting, NWC and the CCC | 3.9 | 3-4h | [
"tasks/task_id=37/starting_files/MonthlyLiquidity.xlsx"
] | [
"tasks/task_id=37/solution_files/MonthlyLiquidity - Solution.xlsx"
] |
38 | NestQuest | Medium | 3.3333 | Rent vs. Buy Analysis | Regular Rent vs. Buy Analysis - little bit more extensive tax involvement | 5.35 | 5-7h | [
"tasks/task_id=38/starting_files/NestQuest.xlsx"
] | [
"tasks/task_id=38/solution_files/NestQuest - Solution.xlsx"
] |
39 | NextEraEnergy | Medium | 2.5 | Comparables (Trading Comps) | Comparables Valuation (classic) | 2.35 | 2-3h | [
"tasks/task_id=39/starting_files/NextEraEnergy.xlsx"
] | [
"tasks/task_id=39/solution_files/NextEraEnergy - Solution.xlsx"
] |
40 | Office | Medium | 2.5 | NAV (Net Asset Value) Modeling | REIT NAV Model - Office | 1.92 | 1-2h | [
"tasks/task_id=40/starting_files/Office.xlsx"
] | [
"tasks/task_id=40/solution_files/Office - Solution.xlsx"
] |
41 | PastaInc_3-Statement-Model | Hard | 4.8333 | 3-Statement Model | 3-SM for a company producing noodles - including deferred taxes | 15.93 | 12-16h | [
"tasks/task_id=41/starting_files/PastaInc - 3-Statement Model.xlsx"
] | [
"tasks/task_id=41/solution_files/PastaInc - 3-Statement Model - Solution.xlsx"
] |
42 | PaydownPathways | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for a Constant Principal Loan | 2.68 | 2-3h | [
"tasks/task_id=42/starting_files/PaydownPathways.xlsx"
] | [
"tasks/task_id=42/solution_files/PaydownPathways - Solution.xlsx"
] |
43 | PlasticParts | Hard | 4.8333 | 3-Statement Model | 3-SM for a company producing for the automotive industry | 11.63 | 9-12h | [
"tasks/task_id=43/starting_files/PlasticParts.xlsx"
] | [
"tasks/task_id=43/solution_files/PlasticParts - Solution.xlsx"
] |
44 | ProductionPlanning | Medium | 3.3333 | Non-Financial or Non-FP&A Model | More or less simple production planning model - only production planning without financial implications planning | 3.87 | 3-4h | [
"tasks/task_id=44/starting_files/ProductionPlanning.xlsx"
] | [
"tasks/task_id=44/solution_files/ProductionPlanning - Solution.xlsx"
] |
45 | PropertyPathways | Medium | 3.3333 | Rent vs. Buy Analysis | Regular Rent vs. Buy Analysis - little bit more extensive tax involvement + time lag | 6.17 | 5-7h | [
"tasks/task_id=45/starting_files/PropertyPathways.xlsx"
] | [
"tasks/task_id=45/solution_files/PropertyPathways - Solution.xlsx"
] |
46 | Proportionality | Medium | 2.5 | Ratio Analysis | Regular Ratio Analysis with provided IS/ BS (new ratios introduced) | 1.95 | 1-2h | [
"tasks/task_id=46/starting_files/Proportionality.xlsx"
] | [
"tasks/task_id=46/solution_files/Proportionality - Solution.xlsx"
] |
47 | QuarterlyRatios | Medium | 2.5 | Ratio Analysis | Regular Ratio Analysis with provided IS/ BS (trip in the structure of those) | 1.97 | 1-2h | [
"tasks/task_id=47/starting_files/QuarterlyRatios.xlsx"
] | [
"tasks/task_id=47/solution_files/QuarterlyRatios - Solution.xlsx"
] |
48 | RelativeDevelopment | Medium-Hard | 3.6667 | DCF (Discounted Cash Flow) | DCF (two methods) with given estimates, 3-SM based on percentages + plug without extensive forecasting | 5.62 | 5-7h | [
"tasks/task_id=48/starting_files/RelativeDevelopment.xlsx"
] | [
"tasks/task_id=48/solution_files/RelativeDevelopment - Solution.xlsx"
] |
49 | RevForecast | Medium | 3.1667 | Scenario / Sensitivity Analysis | Revenue forecasting in three scenarios | 4.05 | 4-5h | [
"tasks/task_id=49/starting_files/RevForecast.xlsx"
] | [
"tasks/task_id=49/solution_files/RevForecast - Solution.xlsx"
] |
50 | RoadtoZero | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for a Constant Principal Loan | 2.68 | 2-3h | [
"tasks/task_id=50/starting_files/RoadtoZero.xlsx"
] | [
"tasks/task_id=50/solution_files/RoadtoZero - Solution.xlsx"
] |
51 | SAP | Easy | 2.3333 | Comparables (Trading Comps) | Comparables Valuation (classic) | 1.52 | 1-2h | [
"tasks/task_id=51/starting_files/SAP.xlsx"
] | [
"tasks/task_id=51/solution_files/SAP - Solution.xlsx"
] |
52 | SaaSScenario | Medium-Hard | 3.6667 | Scenario / Sensitivity Analysis | Forecast for a SaaS company including industry specific metric - in three scenarios | 4.47 | 4-5h | [
"tasks/task_id=52/starting_files/SaaSScenario.xlsx"
] | [
"tasks/task_id=52/solution_files/SaaSScenario - Solution.xlsx"
] |
53 | SingleForever | Medium | 3 | Retirement / Savings Calculators | Easy version of Saving Calculation - single person, no debt, birth date given | 3.43 | 3-4h | [
"tasks/task_id=53/starting_files/SingleForever.xlsx"
] | [
"tasks/task_id=53/solution_files/SingleForever - Solution.xlsx"
] |
54 | SpendingPlan | Medium | 3.3333 | Retirement / Savings Calculators | Regular financial life plan model including debt, salary raises, tax and inflation in spending categories - the model includes a part two that is a full fletched Combinatorial Scenario Model | 4.77 | 4-5h | [
"tasks/task_id=54/starting_files/SpendingPlan.xlsx"
] | [
"tasks/task_id=54/solution_files/SpendingPlan - Solution.xlsx"
] |
55 | TBond | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Treasury Bond Valuation | 1.95 | 1-2h | [
"tasks/task_id=55/starting_files/TBond.xlsx"
] | [
"tasks/task_id=55/solution_files/TBond - Solution.xlsx"
] |
56 | TBondII | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Treasury Bond Valuation - trap leap year day (02/29) | 1.95 | 1-2h | [
"tasks/task_id=56/starting_files/TBondII.xlsx"
] | [
"tasks/task_id=56/solution_files/TBondII - Solution.xlsx"
] |
57 | TMobile | Easy | 2.3333 | Comparables (Trading Comps) | Comparables Valuation (classic) | 1.7 | 1-2h | [
"tasks/task_id=57/starting_files/TMobile.xlsx"
] | [
"tasks/task_id=57/solution_files/TMobile - Solution.xlsx"
] |
58 | TechVentures | Easy | 2 | Budget vs. Actuals Variance Analysis | Regular Budget vs. Actuals Variance Analysis | 1.05 | 1-2h | [
"tasks/task_id=58/starting_files/TechVentures.xlsx"
] | [
"tasks/task_id=58/solution_files/TechVentures - Solution.xlsx"
] |
59 | Telecom | Medium | 2.5 | NAV (Net Asset Value) Modeling | REIT NAV Model - Telecom Towers | 1.95 | 1-2h | [
"tasks/task_id=59/starting_files/Telecom.xlsx"
] | [
"tasks/task_id=59/solution_files/Telecom - Solution.xlsx"
] |
60 | TheInterestGame | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for an Annuity Loan | 2.68 | 2-3h | [
"tasks/task_id=60/starting_files/TheInterestGame.xlsx"
] | [
"tasks/task_id=60/solution_files/TheInterestGame - Solution.xlsx"
] |
61 | TheLiquidityEngine | Medium | 3 | Working Capital Modeling | Typical (Annual) Working Capital Model including Forecasting, NWC and the CCC | 3.28 | 3-4h | [
"tasks/task_id=61/starting_files/TheLiquidityEngine.xlsx"
] | [
"tasks/task_id=61/solution_files/TheLiquidityEngine - Solution.xlsx"
] |
62 | TheLiquidityLoop | Medium | 3.3333 | Working Capital Modeling | Quarterly Working Capital Model including Forecasting (easy), NWC and the CCC including an annual summary | 4.17 | 4-5h | [
"tasks/task_id=62/starting_files/TheLiquidityLoop.xlsx"
] | [
"tasks/task_id=62/solution_files/TheLiquidityLoop - Solution.xlsx"
] |
63 | TheLoanJourney | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for a Constant Principal Loan | 2.68 | 2-3h | [
"tasks/task_id=63/starting_files/TheLoanJourney.xlsx"
] | [
"tasks/task_id=63/solution_files/TheLoanJourney - Solution.xlsx"
] |
64 | ThePayoffPlan | Medium-Hard | 3.5 | Loan Amortization Schedules | Loan Amortization Schedule for an Annuity Loan | 2.68 | 2-3h | [
"tasks/task_id=64/starting_files/ThePayoffPlan.xlsx"
] | [
"tasks/task_id=64/solution_files/ThePayoffPlan - Solution.xlsx"
] |
65 | ThreeCars | Medium | 3.1667 | Sum-of-the-Parts Valuation | 3*DCF for all parts | 3.67 | 3-4h | [
"tasks/task_id=65/starting_files/ThreeCars.xlsx"
] | [
"tasks/task_id=65/solution_files/ThreeCars - Solution.xlsx"
] |
66 | Volkswagen | Easy | 2.3333 | Comparables (Trading Comps) | Comparables Valuation (classic) | 2.22 | 2-3h | [
"tasks/task_id=66/starting_files/Volkswagen.xlsx"
] | [
"tasks/task_id=66/solution_files/Volkswagen - Solution.xlsx"
] |
67 | WinzigweichCorp | Medium-Hard | 3.5 | Scenario / Sensitivity Analysis | Small DCF (no forecasting, estimates given) with two-stage TV and sensitivity analysis regarding three factors (combinatorial sensitivity analysis) | 3.67 | 3-4h | [
"tasks/task_id=67/starting_files/WinzigweichCorp.xlsx"
] | [
"tasks/task_id=67/solution_files/WinzigweichCorp - Solution.xlsx"
] |
68 | FXArbitrage | Hard | 4.8333 | Non-Financial or Non-FP&A Model | FX Arbitrage Model based on the Bellman-Ford Algorithm | 16.73 | 16-20h | [
"tasks/task_id=68/starting_files/FXArbitrage.xlsx"
] | [
"tasks/task_id=68/solution_files/FXArbitrage - Solution.xlsx"
] |
69 | 8Options | Hard | 5.3333 | Retirement / Savings Calculators | Very Extensive Retirement Forecast Model in 8 Cases including complex tax and investment treatment | 19.52 | 16-20h | [
"tasks/task_id=69/starting_files/8Options.xlsx"
] | [
"tasks/task_id=69/solution_files/8Options - Solution.xlsx"
] |
70 | BondFund | Medium-Hard | 3.8333 | NAV (Net Asset Value) Modeling | NAV model for a fund consisting of bonds - combination of bond valuation and NAV modeling | 3.43 | 3-4h | [
"tasks/task_id=70/starting_files/BondFund.xlsx"
] | [
"tasks/task_id=70/solution_files/BondFund - Solution.xlsx"
] |
71 | BrazGov | Medium | 2.8333 | Bond Pricing / Yield Curve Analysis | Classical Corp Bond Valuation with ANBIMA Business/252 compounding | 1.95 | 1-2h | [
"tasks/task_id=71/starting_files/BrazGov.xlsx"
] | [
"tasks/task_id=71/solution_files/BrazGov - Solution.xlsx"
] |
72 | BrightwaveTechnologies | Medium | 2.5 | Ratio Analysis | Regular Ratio Analysis with provided IS/ BS | 1.97 | 1-2h | [
"tasks/task_id=72/starting_files/BrightwaveTechnologies.xlsx"
] | [
"tasks/task_id=72/solution_files/BrightwaveTechnologies - Solution.xlsx"
] |
73 | CFForecast | Hard | 5.1667 | Forecasting Model | Very complex forecasting model based on operations and interest conventions - including annual overview | 12.52 | 12-16h | [
"tasks/task_id=73/starting_files/CFForecast.xlsx"
] | [
"tasks/task_id=73/solution_files/CFForecast - Solution.xlsx"
] |
74 | CFQuarterly | Hard | 4.8333 | Forecasting Model | (Very) Complex forecasting model based on operations and interest conventions - including annual overview | 9.87 | 9-12h | [
"tasks/task_id=74/starting_files/CFQuarterly.xlsx"
] | [
"tasks/task_id=74/solution_files/CFQuarterly - Solution.xlsx"
] |
75 | CanCorp | Medium | 2.8333 | Bond Pricing / Yield Curve Analysis | Classical Corp Bond Valuation with Canadian Compounding Method | 1.98 | 1-2h | [
"tasks/task_id=75/starting_files/CanCorp.xlsx"
] | [
"tasks/task_id=75/solution_files/CanCorp - Solution.xlsx"
] |
76 | CorpBondIII | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Corporate Bond Valuation | 1.7 | 1-2h | [
"tasks/task_id=76/starting_files/CorpBondIII.xlsx"
] | [
"tasks/task_id=76/solution_files/CorpBondIII - Solution.xlsx"
] |
77 | DailyDetail | Hard | 5.3333 | Debt Schedule / Waterfall Modeling | Very complex and extensive debt waterfall model - daily model including interest conventions and additional annual overview; model includes FCF forecasting and specific payout rules (Treasury elements) | 13.1 | 12-16h | [
"tasks/task_id=77/starting_files/DailyDetail.xlsx"
] | [
"tasks/task_id=77/solution_files/DailyDetail - Solution.xlsx"
] |
78 | DailyExtreme | Hard | 5.3333 | 3-Statement Model | VERY Large 3-Statement Model with extensive CF Forecasting | 20.25 | 20-25h | [
"tasks/task_id=78/starting_files/DailyExtreme.xlsx"
] | [
"tasks/task_id=78/solution_files/DailyExtreme - Solution.xlsx"
] |
79 | DayMonthYear | Medium-Hard | 4.3333 | DCF (Discounted Cash Flow) | Very Extensive DCF with several submodels and two calculation ways | 9.17 | 9-12h | [
"tasks/task_id=79/starting_files/DayMonthYear.xlsx"
] | [
"tasks/task_id=79/solution_files/DayMonthYear - Solution.xlsx"
] |
80 | EURCorp | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Corp Bond Valuation with 30/360E compounding | 1.7 | 1-2h | [
"tasks/task_id=80/starting_files/EURCorp.xlsx"
] | [
"tasks/task_id=80/solution_files/EURCorp - Solution.xlsx"
] |
81 | EasyRev | Easy | 2 | Forecasting Model | Small Forecasting Backtest using MAE/MAPE | 0.77 | 30min-1h | [
"tasks/task_id=81/starting_files/EasyRev.xlsx"
] | [
"tasks/task_id=81/solution_files/EasyRev - Solution.xlsx"
] |
82 | EasyTarget | Medium | 3 | DCF (Discounted Cash Flow) | Small DCF (no forecasting, estimates given, target capital structure) | 1.93 | 1-2h | [
"tasks/task_id=82/starting_files/EasyTarget.xlsx"
] | [
"tasks/task_id=82/solution_files/EasyTarget - Solution.xlsx"
] |
83 | Equal | Medium-Hard | 3.6667 | Scenario / Sensitivity Analysis | Scenario backtesting for a equal weighted fund | 3.63 | 3-4h | [
"tasks/task_id=83/starting_files/Equal.xlsx"
] | [
"tasks/task_id=83/solution_files/Equal - Solution.xlsx"
] |
84 | FixedDetailed | Hard | 4.6667 | NAV (Net Asset Value) Modeling | NAV model for a fund consisting of bonds - combination of bond valuation and NAV modeling including extensive CF model | 7.42 | 7-9h | [
"tasks/task_id=84/starting_files/FixedDetailed.xlsx"
] | [
"tasks/task_id=84/solution_files/FixedDetailed - Solution.xlsx"
] |
85 | FundRebalancing | Medium-Hard | 4.1667 | Scenario / Sensitivity Analysis | Scenario backtesting for a weighting capped fund (weighting inputs are the alternating factor) | 5.38 | 5-7h | [
"tasks/task_id=85/starting_files/FundRebalancing.xlsx"
] | [
"tasks/task_id=85/solution_files/FundRebalancing - Solution.xlsx"
] |
86 | HouseorFlat | Medium | 3.3333 | Rent vs. Buy Analysis | Rent vs. Buy Analysis - extensive tax involvement + multiple comparison models | 7.28 | 7-9h | [
"tasks/task_id=86/starting_files/HouseorFlat.xlsx"
] | [
"tasks/task_id=86/solution_files/HouseorFlat - Solution.xlsx"
] |
87 | LargeBalance | Medium-Hard | 4.3333 | 3-Statement Model | Extensive relative 3-Statement Model | 8.63 | 7-9h | [
"tasks/task_id=87/starting_files/LargeBalance.xlsx"
] | [
"tasks/task_id=87/solution_files/LargeBalance - Solution.xlsx"
] |
88 | MeridianOutdoor | Easy | 2 | Budget vs. Actuals Variance Analysis | Regular Budget vs. Actuals Variance Analysis | 1.05 | 1-2h | [
"tasks/task_id=88/starting_files/MeridianOutdoor.xlsx"
] | [
"tasks/task_id=88/solution_files/MeridianOutdoor - Solution.xlsx"
] |
89 | Momentum | Hard | 4.8333 | Scenario / Sensitivity Analysis | Scenario backtesting for a momentum fund; oriented at MSCI Momentum Indizes methodology | 10.03 | 9-12h | [
"tasks/task_id=89/starting_files/Momentum.xlsx"
] | [
"tasks/task_id=89/solution_files/Momentum - Solution.xlsx"
] |
90 | MonthlyDCF | Medium-Hard | 4.3333 | DCF (Discounted Cash Flow) | Extensive DCF based on % dev with two submodels and two calculation ways | 8.17 | 7-9h | [
"tasks/task_id=90/starting_files/MonthlyDCF.xlsx"
] | [
"tasks/task_id=90/solution_files/MonthlyDCF - Solution.xlsx"
] |
91 | MonthlyMonthly | Medium | 3 | 3-Statement Model | 3-SM based on percentages + plug without extensive forecasting | 8.2 | 7-9h | [
"tasks/task_id=91/starting_files/MonthlyMonthly.xlsx"
] | [
"tasks/task_id=91/solution_files/MonthlyMonthly - Solution.xlsx"
] |
92 | MultipleStages | Medium | 3.1667 | DCF (Discounted Cash Flow) | Small DCF (no forecasting, estimates given, target capital structure) - deriving the assumptions from a large sheet + 2-stage TV | 2.73 | 2-3h | [
"tasks/task_id=92/starting_files/MultipleStages.xlsx"
] | [
"tasks/task_id=92/solution_files/MultipleStages - Solution.xlsx"
] |
93 | Nike | Easy | 2.3333 | Comparables (Trading Comps) | Comparables Valuation (classic) | 2.67 | 2-3h | [
"tasks/task_id=93/starting_files/Nike.xlsx"
] | [
"tasks/task_id=93/solution_files/Nike - Solution.xlsx"
] |
94 | OnlyOperational | Medium-Hard | 3.5 | Forecasting Model | Fairly simple forcasting model | 5.63 | 5-7h | [
"tasks/task_id=94/starting_files/OnlyOperational.xlsx"
] | [
"tasks/task_id=94/solution_files/OnlyOperational - Solution.xlsx"
] |
95 | OperationsWeekly | Medium-Hard | 3.5 | Forecasting Model | Fairly simple forcasting model | 7.1 | 7-9h | [
"tasks/task_id=95/starting_files/OperationsWeekly.xlsx"
] | [
"tasks/task_id=95/solution_files/OperationsWeekly - Solution.xlsx"
] |
96 | PercentageDevelopment | Medium-Hard | 3.5 | 3-Statement Model | 3-SM based on percentages + plug without extensive forecasting | 5.45 | 5-7h | [
"tasks/task_id=96/starting_files/PercentageDevelopment.xlsx"
] | [
"tasks/task_id=96/solution_files/PercentageDevelopment - Solution.xlsx"
] |
97 | Pharma | Easy | 2.3333 | Comparables (Trading Comps) | Comparables Valuation (classic) | 2.63 | 2-3h | [
"tasks/task_id=97/starting_files/Pharma.xlsx"
] | [
"tasks/task_id=97/solution_files/Pharma - Solution.xlsx"
] |
98 | SmallRiver | Hard | 5.3333 | Debt Schedule / Waterfall Modeling | Small debt waterfall model - monthly model including interest conventions and annual overview | 7.33 | 7-9h | [
"tasks/task_id=98/starting_files/SmallRiver.xlsx"
] | [
"tasks/task_id=98/solution_files/SmallRiver - Solution.xlsx"
] |
99 | TAM | Medium-Hard | 3.6667 | Forecasting Model | TAM forecast based on different population forecasts | 5.73 | 5-7h | [
"tasks/task_id=99/starting_files/TAM.xlsx"
] | [
"tasks/task_id=99/solution_files/TAM - Solution.xlsx"
] |
100 | TBondIII | Medium | 2.6667 | Bond Pricing / Yield Curve Analysis | Classical Treasury Bond Valuation | 1.95 | 1-2h | [
"tasks/task_id=100/starting_files/TBondIII.xlsx"
] | [
"tasks/task_id=100/solution_files/TBondIII - Solution.xlsx"
] |
End of preview. Expand in Data Studio
MBABench 2.0
101 financial-modelling tasks solved in Excel. Each task is a business case given as a starting workbook that an agent must turn into a complete, working financial model, plus a golden solution the judge grades against. Code to run agents on the tasks and to grade attempts: https://github.com/namkoong-lab/MBABench-2.0
Layout
tasks.jsonl one row per task (the fields below)
MANIFEST.json size and sha256 of every file
tasks/task_id=<N>/
task.json the same row as in tasks.jsonl
rubric_suitability.json which rubric checks apply to this task (used by the judge)
starting_files/<name>.xlsx what the agent receives
solution_files/<name>.xlsx the golden solution
Fields
| field | meaning |
|---|---|
task_id |
integer id, 1..101 |
task_name |
short name of the case |
difficulty |
human rating: Easy, Medium, Medium-Hard or Hard |
difficulty_score |
the same rating on a 1-5 scale |
model_type |
kind of financial model the case asks for |
description |
one-line summary of the modelling task |
estimated_solve_time_hours |
estimated time for a trained analyst, in hours |
solve_time_range |
the same estimate as a range, e.g. 2-3h |
starting_files |
paths (relative to this dataset) handed to the agent |
solution_files |
paths (relative to this dataset) of the golden solution |
Use
git clone https://github.com/namkoong-lab/MBABench-2.0 && cd MBABench-2.0
./setup.sh
uv run python scripts/download_dataset.py # downloads this dataset into data/ and verifies it
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