> ## Documentation Index
> Fetch the complete documentation index at: https://toolathlon.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Investment Decision Analysis

> Create three separate Google Sheets spreadsheets in the designated folder using Yahoo Finance data, following naming, content, and formatting rules.

> **Toolathlon-Verified** · Website task ID `267` · Canonical task `investment-decision-analysis`
>
> [View the task source at `d57361c0`](https://github.com/hkust-nlp/Toolathlon/tree/d57361c0f1582cf9a0675c0753315bb6b004bd0e/tasks/finalpool/investment-decision-analysis)

## Required Tools

<Card>
  <div className="tools-container">
    <div className="mcp-servers-container">
      <div className="mcp-servers-title">
        MCP Servers
      </div>

      <div className="mcp-servers-grid">
        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/v2Ad3GlVGK-9gZ_R/icons/yahoo.png?fit=max&auto=format&n=v2Ad3GlVGK-9gZ_R&q=85&s=2ea18c5900a96dfb668a2225a5dc14c0" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/yahoo.png" />

          <span className="mcp-server-name">yahoo-finance</span>
        </div>

        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/QdN2Y6f6c_GBV7Vj/icons/google_sheet.png?fit=max&auto=format&n=QdN2Y6f6c_GBV7Vj&q=85&s=cfc5bfd3e57c319048ba7370f2bc57c0" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/google_sheet.png" />

          <span className="mcp-server-name">google\_sheet</span>
        </div>

        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/QdN2Y6f6c_GBV7Vj/icons/excel.png?fit=max&auto=format&n=QdN2Y6f6c_GBV7Vj&q=85&s=cadff9a1748ae18b2d36eabf71bc7f59" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/excel.png" />

          <span className="mcp-server-name">excel</span>
        </div>

        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/QdN2Y6f6c_GBV7Vj/icons/filesystem.png?fit=max&auto=format&n=QdN2Y6f6c_GBV7Vj&q=85&s=b4163322f58a72b712c697bdbeac85b9" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/filesystem.png" />

          <span className="mcp-server-name">filesystem</span>
        </div>
      </div>
    </div>

    <div className="local-tools-container">
      <div className="mcp-servers-title">
        Local Tools
      </div>

      <div className="local-tools-grid">
        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/ucpMq24upueB4g4R/icons/claim_done.png?fit=max&auto=format&n=ucpMq24upueB4g4R&q=85&s=94ee5a6cf860bae09936a702c6c6c648" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="14" height="14" data-path="icons/claim_done.png" />

          <span className="local-tool-name">claim\_done</span>
        </div>

        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/v2Ad3GlVGK-9gZ_R/icons/python.png?fit=max&auto=format&n=v2Ad3GlVGK-9gZ_R&q=85&s=6e4e3cca411e7f15013ce15afa0dd155" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/python.png" />

          <span className="local-tool-name">python\_execute</span>
        </div>

        <div className="local-tool-item">
          <Icon icon="filter-list" size={20} color="#4286f6" />

          <span className="local-tool-name">handle\_overlong\_tool\_outputs</span>
        </div>

        <div className="local-tool-item">
          <Icon icon="bars-progress" size={20} color="#4286f6" />

          <span className="local-tool-name">manage\_context</span>
        </div>

        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/ucpMq24upueB4g4R/icons/history.png?fit=max&auto=format&n=ucpMq24upueB4g4R&q=85&s=25d885756cf14ced8475bd94adfdecb7" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="14" height="14" data-path="icons/history.png" />

          <span className="local-tool-name">history</span>
        </div>
      </div>
    </div>
  </div>
</Card>

## Instruction

You are an investment analysis assistant. Please use Yahoo Finance to perform financial analysis. Create three separate spreadsheets(Note that these are not three sheets in one file) in the designated folder of Google Sheets with the spreadsheet names the same as the sheet names in the excel file `results.xlsx`. Note that I have filled some contents in the excel, for these parts you much copy them without any change and you just need to fill in the rest cells. Please keep 2 decimals for all floating numbers. Cumulative value assumes \$10,000 invested at 2020 year-end. Do not include % mark in the cells as we already write in the headers.

## Initial State

### Local Workspace

<div className="file-tree">
  <a href="https://github.com/hkust-nlp/Toolathlon/tree/d57361c0f1582cf9a0675c0753315bb6b004bd0e/tasks/finalpool/investment-decision-analysis/initial_workspace">workspace</a>/
  └── results.xlsx
</div>

### Runtime Setup

This task initializes application or service state during preprocessing. [Review the pinned setup source](https://github.com/hkust-nlp/Toolathlon/tree/d57361c0f1582cf9a0675c0753315bb6b004bd0e/tasks/finalpool/investment-decision-analysis/preprocess).

## Legacy Trajectories

<Warning>
  These replays were produced on the original Toolathlon release. They are retained for historical inspection and are not Toolathlon-Verified results.
</Warning>

* ❌ [Claude-4.5-Sonnet](https://toolathlon-traj.xyz/claude-4.5-sonnet_investment-decision-analysis)
* ❌ [Deepseek-v3.2-Exp](https://toolathlon-traj.xyz/deepseek-v3.2-exp_investment-decision-analysis)