❯ financebench setup
financebench setup — one-time wizard.

[INFO] Detected project checkout in current directory:
/Users/rishabhkumar/.financebench/repo
Using repo at: /Users/rishabhkumar/.financebench/repo
[INFO] .env already exists at /Users/rishabhkumar/.financebench/repo/.env. Press
Enter at any prompt to keep the current value.
  OpenAI API key (required — embeddings + gpt-4o-mini)
  [current: ••••••yZMA] >
  Anthropic API key (required — Claude Sonnet generator)
  [current: ••••••-wAA] >
  Voyage API key (optional — voyage-finance-2 embeddings)
  [current: ••••••nSfu] >
  Groq API key (optional — free tier; falls back to OpenAI)
  [current: ••••••ubwn] >
[OK] .env saved at /Users/rishabhkumar/.financebench/repo/.env (62 keys set)
[INFO] Bringing up the stack: docker compose -f compose.minimal.yml up -d
[+] up 4/4
 ✔ Container repo-redis-1    Healthy                                        0.5s
 ✔ Container repo-qdrant-1   Healthy                                        0.5s
 ✔ Container repo-postgres-1 Healthy                                        0.5s
 ✔ Container repo-api-1      Running                                        0.0s
[OK] Containers started.
[INFO] Waiting for /v1/health (timeout 360s). First boot downloads the BGE
reranker (~570MB) and is the slowest step.
[OK] API healthy after 0s.
[OK] Models loaded.
[INFO] Collection 'financial_docs' already has 250 points — skipping seed. Pass
--force-seed to re-ingest.
[OK] Backend health: OK
[OK] Components loaded: reranker, sparse_embedder, dense_embedder, llms
[OK] Qdrant collection 'financial_docs': 250 chunks

[OK] Setup complete. Try: financebench chat
Tip: set FB_PROFILE=admin (or any name) in different terminals to keep separate
identities for the multi-party HITL demo.



❯ docker compose -f ~/.financebench/repo/compose.minimal.yml logs api 2>&1 | grep -A 15 "Pipeline boot" | head -15
api-1  | 2026-05-29 09:38:14,659 src.services.event_log WARNING [Pipeline boot] run_id=run_20260529_093601  event_log=/app/logs/run_20260529_093601.jsonl
api-1  | 2026-05-29 09:38:14,659 src.services.event_log WARNING ==============================================================================
api-1  | 2026-05-29 09:38:14,659 src.services.event_log WARNING git:         ? (clean)
api-1  | 2026-05-29 09:38:14,659 src.services.event_log WARNING reranker:    {'class': 'CrossEncoder', 'ft_adapter_loaded': False, 'adapter_path': '(unset, falling back to stock)'}
api-1  | 2026-05-29 09:38:14,659 src.services.event_log WARNING grader:      {'class': 'ChatGroq', 'model': 'llama-3.3-70b-versatile', 'base_url': '(provider-default)'}
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING generator:   claude-sonnet-4-6  hallu: claude-sonnet-4-6
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING embedding:   openai/text-embedding-3-large (dim=3072)
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING qdrant:      {'endpoint': 'qdrant:6333', 'collection': 'financial_docs', 'points': 250, 'status': 'green', 'stored_dim': 3072, 'fingerprint': 'match (openai/text-embedding-3-large, dim=3072)'}
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING redis:       {'endpoint': 'redis:6379', 'connected': True, 'n_keys': 0}
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING flags:       USE_LLAMA_GRADER=False  USE_GROQ_FAST_PATH=True  RETRIEVAL_TOP_K=50  MULTI_HYDE=False
api-1  | 2026-05-29 09:38:14,660 src.services.event_log WARNING ==============================================================================
api-1  | 2026-05-29 09:38:14,860 alembic.runtime.plugins INFO setup plugin alembic.autogenerate.schemas
api-1  | 2026-05-29 09:38:14,860 alembic.runtime.plugins INFO setup plugin alembic.autogenerate.tables
api-1  | 2026-05-29 09:38:14,860 alembic.runtime.plugins INFO setup plugin alembic.autogenerate.types
api-1  | 2026-05-29 09:38:14,860 alembic.runtime.plugins INFO setup plugin alembic.autogenerate.constraints









❯ financebench chat
╭─ FinanceBench RAG Agent ─────────────────────────────────────────────────────╮
│                                                                              │
│    _____ _                            ____                  _                │
│   |  ___(_)_ __   __ _ _ __   ___ ___| __ )  ___ _ __   ___| |__             │
│   | |_  | | '_ \ / _` | '_ \ / __/ _ \  _ \ / _ \ '_ \ / __| '_ \            │
│   |  _| | | | | | (_| | | | | (_|  __/ |_) |  __/ | | | (__| | | |           │
│   |_|   |_|_| |_|\__,_|_| |_|\___\___|____/ \___|_| |_|\___|_| |_|           │
│                                                                              │
│    Package:        financebench-rag-agent                                    │
│    Backend URL:    http://localhost:8000                                     │
│    Docs:           https://github.com/Rishabhmannu/financebench-rag-agent    │
│                                                                              │
│    CLI version:    0.1.1                                                     │
│    API version:    1  (semver 0.1.0, sha unknown)                            │
│    Logged in as:   analyst  (role=analyst · Profile=default)                 │
│                                                                              │
╰──────────────────────────────────────────────────────────────────────────────╯
Tip: set FB_PROFILE=admin (or any name) in different terminals to keep separate
identities for the multi-party HITL demo.
Type a question, or /help for slash commands. Ctrl+D to exit.
analyst@financebench> /help
Available slash commands:
  /role <name>       Re-login as analyst | finance | hr | clevel | admin
  /permissions       Show current role's RBAC access (doc types,
confidentiality, HITL threshold)
  /thread new        Reset thread (start fresh conversation)
  /thread show       Show current thread id + turn count + session cost
  /threads           Switch active thread (arrow-key picker)
  /approvals         Open the approver inbox (admin/clevel only; arrow-key
picker)
  /cost [N]          Show recent LLM cost from cost_logs/cost_log.jsonl (admin
role)
  /audit [N]         Tail recent events from logs/run_*.jsonl (admin role)
  /clear             Clear the screen
  /help              This help text
  /quit, /exit       Leave the REPL

If your role has a HITL threshold (finance: $100K, clevel: $1M), high-stakes
queries pause and an authorized approver in another session must release them.
Your REPL polls /v1/chat/result and renders the answer once decided.

Anything not starting with `/` is sent as a chat query to the agent.
analyst@financebench> What was the revenue for Apple in the year 2023 ?

## Apple Inc. Revenue for FY2023

Apple's total net sales (revenue) for fiscal year 2023 were **$383.285 billion** [Source: 10k_aapl_2023.pdf, Page 3].

### Breakdown by Product/Service Category (FY2023):
| Category | Revenue ($ millions) |
|---|---|
| iPhone | $200,583 |
| Mac | $29,357 |
| iPad | $28,300 |
| Wearables, Home & Accessories | $39,845 |
| Services | $85,200 |
| **Total** | **$383,285** |

[Source: 10k_aapl_2023.pdf, Page 4]

### Breakdown by Geographic Segment (FY2023):
| Segment | Revenue ($ millions) |
|---|---|
| Americas | $162,560 |
| Europe | $94,294 |
| Greater China | $72,559 |
| Japan | $24,257 |
| Rest of Asia Pacific | $29,615 |
| **Total** | **$383,285** |

[Source: 10k_aapl_2023.pdf, Page 3]

This represented a **3% decrease (~$11.0 billion)** compared to FY2022's $394.3 billion, with foreign currency weakness accounting for more than the entire year-over-year decline [Source: 10k_aapl_2023.pdf, Page 2].

**Bottom line:** Apple's total revenue for FY2023 was **$383.285 billion**, driven primarily by iPhone sales ($200.6B) and Services ($85.2B), with Services being the only category to grow year-over-year (+9%).

                   Sources
┏━━━━━━━━━━━━━━━━━━━┳━━━━━━┳━━━━━━━━━┳━━━━━━┓
┃ Document          ┃ Page ┃ Section ┃ Type ┃
┡━━━━━━━━━━━━━━━━━━━╇━━━━━━╇━━━━━━━━━╇━━━━━━┩
│ 10k_aapl_2023.pdf │    2 │         │ 10k  │
└───────────────────┴──────┴─────────┴──────┘

conf 1.00 · $0.0362 · 9351 in / 900 out
analyst@financebench> What about Microsoft in the previous year ?

## Microsoft Inc. Revenue for FY2022

Based on the retrieved context, Microsoft's total revenue for fiscal year 2022 was **$198,270 million ($198.27 billion)** [Source: 10k_msft_2023.pdf, Page 7].

### Breakdown by Segment (FY2022):
| Segment | Revenue ($ millions) |
|---|---|
| Productivity and Business Processes | $63,364 |
| Intelligent Cloud | $74,965 |
| More Personal Computing | $59,941 |
| **Total** | **$198,270** |

[Source: 10k_msft_2023.pdf, Page 7]

---

**Bottom line:** Microsoft's total revenue for FY2022 was **$198.27 billion**, with Intelligent Cloud being the largest segment at $74.97 billion, followed by Productivity and Business Processes at $63.36 billion, and More Personal Computing at $59.94 billion. [Source: 10k_msft_2023.pdf, Page 7]

                   Sources
┏━━━━━━━━━━━━━━━━━━━┳━━━━━━┳━━━━━━━━━┳━━━━━━┓
┃ Document          ┃ Page ┃ Section ┃ Type ┃
┡━━━━━━━━━━━━━━━━━━━╇━━━━━━╇━━━━━━━━━╇━━━━━━┩
│ 10k_msft_2023.pdf │    6 │         │ 10k  │
└───────────────────┴──────┴─────────┴──────┘

conf 1.00 · $0.0180 · 6148 in / 639 out
analyst@financebench>


============================================
❯ # 1. The structured per-stage timing for your recent run (this is the most valuable)
ls -lt ~/.financebench/repo/logs/run_*.jsonl | head -3
cat $(ls -t ~/.financebench/repo/logs/run_*.jsonl | head -1) | python3 -c "
import sys, json
for line in sys.stdin:
    try:
        d = json.loads(line)
        print(f\"{d.get('ts','?')[11:19]} {d.get('stage','?'):20s} {json.dumps({k:v for k,v in d.items() if k not in ('ts','run_id','fb_id','stage','git','settings','env_relevant','components_loaded','external')})[:200]}\")
    except: pass
"

-rw-r--r--  1 rishabhkumar  staff  5479 29 May 19:30 /Users/rishabhkumar/.financebench/repo/logs/run_20260529_093601.jsonl
-rw-r--r--  1 rishabhkumar  staff  2186 29 May 14:18 /Users/rishabhkumar/.financebench/repo/logs/run_20260529_084841.jsonl
-rw-r--r--  1 rishabhkumar  staff  2145 28 May 23:58 /Users/rishabhkumar/.financebench/repo/logs/run_20260528_182544.jsonl
09:38:14 runtime_components   {}
13:54:27 entity_extractor     {"target_company": "apple", "target_fiscal_year": 2023, "ambiguous": false}
13:54:28 router               {"intent": "retrieval", "complexity": "simple_lookup", "reason": "The query is asking for a specific number that can be found in a 10-K filing."}
13:54:30 retrieval            {"target_company": "apple", "target_fiscal_year": 2023, "n_candidates": 40, "initial_count": 40, "fallback_used": false, "multi_hyde": false, "query_preview": "What was the revenue for Apple in the ye
13:55:05 reranker             {"n_input": 40, "n_kept": 8, "top_score": 0.9914194345474243, "bottom_score": 0.9539601802825928, "top_k": 8}
13:55:09 grader               {"n_input": 8, "n_relevant": 8, "n_rejected_entity": 0, "n_cache_hit": 0, "n_sent_to_llm": 8, "fallback_used": false, "grader_model": "llama-3.3-70b-versatile", "parallelism": 8}
13:55:20 generator            {"answer_chars": 1156, "n_context_chunks": 8, "model": "claude-sonnet-4-6"}
13:55:28 hallucination        {"grounded": true, "score": 1.0, "retry_count": 0, "will_retry": false}
13:59:31 entity_extractor     {"target_company": "microsoft", "target_fiscal_year": 2022, "ambiguous": false}
13:59:32 router               {"intent": "retrieval", "complexity": "simple_lookup", "reason": "The query is asking for a specific number that can be found in a single section of a 10-K filing."}
13:59:33 retrieval            {"target_company": "microsoft", "target_fiscal_year": 2022, "n_candidates": 50, "initial_count": 0, "fallback_used": true, "multi_hyde": false, "query_preview": "What was the revenue for Microsoft in
14:00:13 reranker             {"n_input": 50, "n_kept": 8, "top_score": 0.9563274383544922, "bottom_score": 0.8596979975700378, "top_k": 8}
14:00:21 grader               {"n_input": 3, "n_relevant": 3, "n_rejected_entity": 0, "n_cache_hit": 0, "n_sent_to_llm": 3, "fallback_used": false, "grader_model": "llama-3.3-70b-versatile", "parallelism": 8}
14:00:25 generator            {"answer_chars": 766, "n_context_chunks": 3, "model": "claude-sonnet-4-6"}
14:00:31 hallucination        {"grounded": true, "score": 1.0, "retry_count": 0, "will_retry": false}




❯ # 2. Container resource usage during a query (run this in T2 while T1 runs a chat query)
docker stats --no-stream repo-api-1

CONTAINER ID   NAME         CPU %     MEM USAGE / LIMIT    MEM %     NET I/O           BLOCK I/O     PIDS
41f4a298c3aa   repo-api-1   0.64%     3.441GiB / 7.75GiB   44.40%    2.38GB / 31.5MB   643MB / 5GB   69



❯ # 3. Confirm container architecture (catch x86-emulation issues)
docker exec repo-api-1 uname -m
docker exec repo-api-1 python -c "import platform; print(platform.machine(), platform.processor())"


aarch64
aarch64


❯ # 4. Time a fresh query end-to-end
time financebench chat --no-stream "What was Microsoft revenue in fiscal year 2023?"


[INFO] Querying http://localhost:8000/v1/chat (non-streaming) ...
╭───────────────────── Traceback (most recent call last) ──────────────────────╮
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_transport │
│ s/default.py:101 in map_httpcore_exceptions                                  │
│                                                                              │
│    98 │   if len(HTTPCORE_EXC_MAP) == 0:                                     │
│    99 │   │   HTTPCORE_EXC_MAP = _load_httpcore_exceptions()                 │
│   100 │   try:                                                               │
│ ❱ 101 │   │   yield                                                          │
│   102 │   except Exception as exc:                                           │
│   103 │   │   mapped_exc = None                                              │
│   104                                                                        │
│                                                                              │
│ ╭─────── locals ────────╮                                                    │
│ │ message = 'timed out' │                                                    │
│ ╰───────────────────────╯                                                    │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_transport │
│ s/default.py:250 in handle_request                                           │
│                                                                              │
│   247 │   │   │   extensions=request.extensions,                             │
│   248 │   │   )                                                              │
│   249 │   │   with map_httpcore_exceptions():                                │
│ ❱ 250 │   │   │   resp = self._pool.handle_request(req)                      │
│   251 │   │                                                                  │
│   252 │   │   assert isinstance(resp.stream, typing.Iterable)                │
│   253                                                                        │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │ httpcore = <module 'httpcore' from                                       │ │
│ │            '/Users/rishabhkumar/miniforge3/lib/python3.12/site-packages… │ │
│ │      req = <Request [b'POST']>                                           │ │
│ │  request = <Request('POST', 'http://localhost:8000/v1/chat')>            │ │
│ │     self = <httpx.HTTPTransport object at 0x102a68440>                   │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/c │
│ onnection_pool.py:256 in handle_request                                      │
│                                                                              │
│   253 │   │   │   │   closing = self._assign_requests_to_connections()       │
│   254 │   │   │                                                              │
│   255 │   │   │   self._close_connections(closing)                           │
│ ❱ 256 │   │   │   raise exc from None                                        │
│   257 │   │                                                                  │
│   258 │   │   # Return the response. Note that in this case we still have to │
│   259 │   │   # the point at which the response is closed.                   │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │      closing = []                                                        │ │
│ │   connection = <HTTPConnection ['http://localhost:8000', HTTP/1.1,       │ │
│ │                CLOSED, Request Count: 1]>                                │ │
│ │ pool_request = <httpcore._sync.connection_pool.PoolRequest object at     │ │
│ │                0x102e2ede0>                                              │ │
│ │      request = <Request [b'POST']>                                       │ │
│ │       scheme = 'http'                                                    │ │
│ │         self = <ConnectionPool [Requests: 0 active, 0 queued |           │ │
│ │                Connections: 0 active, 0 idle]>                           │ │
│ │      timeout = 180.0                                                     │ │
│ │     timeouts = {                                                         │ │
│ │                │   'connect': 180.0,                                     │ │
│ │                │   'read': 180.0,                                        │ │
│ │                │   'write': 180.0,                                       │ │
│ │                │   'pool': 180.0                                         │ │
│ │                }                                                         │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/c │
│ onnection_pool.py:236 in handle_request                                      │
│                                                                              │
│   233 │   │   │   │                                                          │
│   234 │   │   │   │   try:                                                   │
│   235 │   │   │   │   │   # Send the request on the assigned connection.     │
│ ❱ 236 │   │   │   │   │   response = connection.handle_request(              │
│   237 │   │   │   │   │   │   pool_request.request                           │
│   238 │   │   │   │   │   )                                                  │
│   239 │   │   │   │   except ConnectionNotAvailable:                         │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │      closing = []                                                        │ │
│ │   connection = <HTTPConnection ['http://localhost:8000', HTTP/1.1,       │ │
│ │                CLOSED, Request Count: 1]>                                │ │
│ │ pool_request = <httpcore._sync.connection_pool.PoolRequest object at     │ │
│ │                0x102e2ede0>                                              │ │
│ │      request = <Request [b'POST']>                                       │ │
│ │       scheme = 'http'                                                    │ │
│ │         self = <ConnectionPool [Requests: 0 active, 0 queued |           │ │
│ │                Connections: 0 active, 0 idle]>                           │ │
│ │      timeout = 180.0                                                     │ │
│ │     timeouts = {                                                         │ │
│ │                │   'connect': 180.0,                                     │ │
│ │                │   'read': 180.0,                                        │ │
│ │                │   'write': 180.0,                                       │ │
│ │                │   'pool': 180.0                                         │ │
│ │                }                                                         │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/c │
│ onnection.py:103 in handle_request                                           │
│                                                                              │
│   100 │   │   │   self._connect_failed = True                                │
│   101 │   │   │   raise exc                                                  │
│   102 │   │                                                                  │
│ ❱ 103 │   │   return self._connection.handle_request(request)                │
│   104 │                                                                      │
│   105 │   def _connect(self, request: Request) -> NetworkStream:             │
│   106 │   │   timeouts = request.extensions.get("timeout", {})               │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │ http2_negotiated = False                                                 │ │
│ │          request = <Request [b'POST']>                                   │ │
│ │             self = <HTTPConnection ['http://localhost:8000', HTTP/1.1,   │ │
│ │                    CLOSED, Request Count: 1]>                            │ │
│ │       ssl_object = None                                                  │ │
│ │           stream = <httpcore._backends.sync.SyncStream object at         │ │
│ │                    0x102db0770>                                          │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/h │
│ ttp11.py:136 in handle_request                                               │
│                                                                              │
│   133 │   │   │   with ShieldCancellation():                                 │
│   134 │   │   │   │   with Trace("response_closed", logger, request) as trac │
│   135 │   │   │   │   │   self._response_closed()                            │
│ ❱ 136 │   │   │   raise exc                                                  │
│   137 │                                                                      │
│   138 │   # Sending the request...                                           │
│   139                                                                        │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │  kwargs = {'request': <Request [b'POST']>}                               │ │
│ │ request = <Request [b'POST']>                                            │ │
│ │    self = <HTTP11Connection ['http://localhost:8000', CLOSED, Request    │ │
│ │           Count: 1]>                                                     │ │
│ │   trace = <httpcore._trace.Trace object at 0x102e2f080>                  │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/h │
│ ttp11.py:106 in handle_request                                               │
│                                                                              │
│   103 │   │   │   │   │   reason_phrase,                                     │
│   104 │   │   │   │   │   headers,                                           │
│   105 │   │   │   │   │   trailing_data,                                     │
│ ❱ 106 │   │   │   │   ) = self._receive_response_headers(**kwargs)           │
│   107 │   │   │   │   trace.return_value = (                                 │
│   108 │   │   │   │   │   http_version,                                      │
│   109 │   │   │   │   │   status,                                            │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │  kwargs = {'request': <Request [b'POST']>}                               │ │
│ │ request = <Request [b'POST']>                                            │ │
│ │    self = <HTTP11Connection ['http://localhost:8000', CLOSED, Request    │ │
│ │           Count: 1]>                                                     │ │
│ │   trace = <httpcore._trace.Trace object at 0x102e2f080>                  │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/h │
│ ttp11.py:177 in _receive_response_headers                                    │
│                                                                              │
│   174 │   │   timeout = timeouts.get("read", None)                           │
│   175 │   │                                                                  │
│   176 │   │   while True:                                                    │
│ ❱ 177 │   │   │   event = self._receive_event(timeout=timeout)               │
│   178 │   │   │   if isinstance(event, h11.Response):                        │
│   179 │   │   │   │   break                                                  │
│   180 │   │   │   if (                                                       │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │  request = <Request [b'POST']>                                           │ │
│ │     self = <HTTP11Connection ['http://localhost:8000', CLOSED, Request   │ │
│ │            Count: 1]>                                                    │ │
│ │  timeout = 180.0                                                         │ │
│ │ timeouts = {                                                             │ │
│ │            │   'connect': 180.0,                                         │ │
│ │            │   'read': 180.0,                                            │ │
│ │            │   'write': 180.0,                                           │ │
│ │            │   'pool': 180.0                                             │ │
│ │            }                                                             │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_sync/h │
│ ttp11.py:217 in _receive_event                                               │
│                                                                              │
│   214 │   │   │   │   event = self._h11_state.next_event()                   │
│   215 │   │   │                                                              │
│   216 │   │   │   if event is h11.NEED_DATA:                                 │
│ ❱ 217 │   │   │   │   data = self._network_stream.read(                      │
│   218 │   │   │   │   │   self.READ_NUM_BYTES, timeout=timeout               │
│   219 │   │   │   │   )                                                      │
│   220                                                                        │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │    self = <HTTP11Connection ['http://localhost:8000', CLOSED, Request    │ │
│ │           Count: 1]>                                                     │ │
│ │ timeout = 180.0                                                          │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_backen │
│ ds/sync.py:126 in read                                                       │
│                                                                              │
│   123 │                                                                      │
│   124 │   def read(self, max_bytes: int, timeout: float | None = None) -> by │
│   125 │   │   exc_map: ExceptionMapping = {socket.timeout: ReadTimeout, OSEr │
│ ❱ 126 │   │   with map_exceptions(exc_map):                                  │
│   127 │   │   │   self._sock.settimeout(timeout)                             │
│   128 │   │   │   return self._sock.recv(max_bytes)                          │
│   129                                                                        │
│                                                                              │
│ ╭──────────────────────────────── locals ─────────────────────────────────╮  │
│ │   exc_map = {                                                           │  │
│ │             │   <class 'TimeoutError'>: <class 'httpcore.ReadTimeout'>, │  │
│ │             │   <class 'OSError'>: <class 'httpcore.ReadError'>         │  │
│ │             }                                                           │  │
│ │ max_bytes = 65536                                                       │  │
│ │      self = <httpcore._backends.sync.SyncStream object at 0x102db0770>  │  │
│ │   timeout = 180.0                                                       │  │
│ ╰─────────────────────────────────────────────────────────────────────────╯  │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/contextlib.py:158 in __exit__  │
│                                                                              │
│   155 │   │   │   │   # tell if we get the same exception back               │
│   156 │   │   │   │   value = typ()                                          │
│   157 │   │   │   try:                                                       │
│ ❱ 158 │   │   │   │   self.gen.throw(value)                                  │
│   159 │   │   │   except StopIteration as exc:                               │
│   160 │   │   │   │   # Suppress StopIteration *unless* it's the same except │
│   161 │   │   │   │   # was passed to throw().  This prevents a StopIteratio │
│                                                                              │
│ ╭──────────────────────────────── locals ─────────────────────────────────╮  │
│ │      self = <contextlib._GeneratorContextManager object at 0x102b7f4d0> │  │
│ │ traceback = <traceback object at 0x102e45e80>                           │  │
│ │     value = TimeoutError('timed out')                                   │  │
│ ╰─────────────────────────────────────────────────────────────────────────╯  │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpcore/_except │
│ ions.py:14 in map_exceptions                                                 │
│                                                                              │
│   11 │   except Exception as exc:  # noqa: PIE786                            │
│   12 │   │   for from_exc, to_exc in map.items():                            │
│   13 │   │   │   if isinstance(exc, from_exc):                               │
│ ❱ 14 │   │   │   │   raise to_exc(exc) from exc                              │
│   15 │   │   raise  # pragma: nocover                                        │
│   16                                                                         │
│   17                                                                         │
│                                                                              │
│ ╭───────────────────────────── locals ──────────────────────────────╮        │
│ │ map = {                                                           │        │
│ │       │   <class 'TimeoutError'>: <class 'httpcore.ReadTimeout'>, │        │
│ │       │   <class 'OSError'>: <class 'httpcore.ReadError'>         │        │
│ │       }                                                           │        │
│ ╰───────────────────────────────────────────────────────────────────╯        │
╰──────────────────────────────────────────────────────────────────────────────╯
ReadTimeout: timed out

The above exception was the direct cause of the following exception:

╭───────────────────── Traceback (most recent call last) ──────────────────────╮
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/cli/commands/cha │
│ t.py:51 in chat                                                              │
│                                                                              │
│    48 │   │   raise typer.Exit(1)                                            │
│    49 │                                                                      │
│    50 │   if message and no_stream:                                          │
│ ❱  51 │   │   _one_shot_non_streaming(message, thread_id)                    │
│    52 │   │   return                                                         │
│    53 │   if message and not no_stream:                                      │
│    54 │   │   _one_shot_streaming(message, thread_id)                        │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │     creds = {                                                            │ │
│ │             │   'token':                                                 │ │
│ │             'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiJhbmFseXN0I… │ │
│ │             │   'user_id': 'analyst',                                    │ │
│ │             │   'base_url': 'http://localhost:8000'                      │ │
│ │             }                                                            │ │
│ │   message = 'What was Microsoft revenue in fiscal year 2023?'            │ │
│ │ no_stream = True                                                         │ │
│ │ thread_id = None                                                         │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/cli/commands/cha │
│ t.py:67 in _one_shot_non_streaming                                           │
│                                                                              │
│    64 │   │   if thread_id:                                                  │
│    65 │   │   │   body["thread_id"] = thread_id                              │
│    66 │   │   render_info(f"Querying {client.base_url}/v1/chat (non-streamin │
│ ❱  67 │   │   resp = client.post("/v1/chat", body)                           │
│    68 │   except APIError as e:                                              │
│    69 │   │   if e.status_code == 401:                                       │
│    70 │   │   │   render_error("Auth expired. Run: financebench login")      │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │      body = {                                                            │ │
│ │             │   'message': 'What was Microsoft revenue in fiscal year    │ │
│ │             2023?'                                                       │ │
│ │             }                                                            │ │
│ │    client = <cli.api_client.APIClient object at 0x1019f02f0>             │ │
│ │   message = 'What was Microsoft revenue in fiscal year 2023?'            │ │
│ │ thread_id = None                                                         │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/cli/api_client.p │
│ y:54 in post                                                                 │
│                                                                              │
│   51 │   │   │   raise APIError(r.status_code, detail if isinstance(detail,  │
│   52 │                                                                       │
│   53 │   def post(self, path: str, json_body: dict, auth_required: bool = Tr │
│ ❱ 54 │   │   r = self._client.post(path, json=json_body, headers=self._heade │
│   55 │   │   self._raise_for(r)                                              │
│   56 │   │   return r.json()                                                 │
│   57                                                                         │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │ auth_required = True                                                     │ │
│ │     json_body = {                                                        │ │
│ │                 │   'message': 'What was Microsoft revenue in fiscal     │ │
│ │                 year 2023?'                                              │ │
│ │                 }                                                        │ │
│ │          path = '/v1/chat'                                               │ │
│ │          self = <cli.api_client.APIClient object at 0x1019f02f0>         │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :1144 in post                                                                │
│                                                                              │
│   1141 │   │                                                                 │
│   1142 │   │   **Parameters**: See `httpx.request`.                          │
│   1143 │   │   """                                                           │
│ ❱ 1144 │   │   return self.request(                                          │
│   1145 │   │   │   "POST",                                                   │
│   1146 │   │   │   url,                                                      │
│   1147 │   │   │   content=content,                                          │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │             auth = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │          content = None                                                  │ │
│ │          cookies = None                                                  │ │
│ │             data = None                                                  │ │
│ │       extensions = None                                                  │ │
│ │            files = None                                                  │ │
│ │ follow_redirects = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │          headers = {                                                     │ │
│ │                    │   'Content-Type': 'application/json',               │ │
│ │                    │   'Authorization': 'Bearer                          │ │
│ │                    eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiJhbmF… │ │
│ │                    }                                                     │ │
│ │             json = {                                                     │ │
│ │                    │   'message': 'What was Microsoft revenue in fiscal  │ │
│ │                    year 2023?'                                           │ │
│ │                    }                                                     │ │
│ │           params = None                                                  │ │
│ │             self = <httpx.Client object at 0x102b0a390>                  │ │
│ │          timeout = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │              url = '/v1/chat'                                            │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :825 in request                                                              │
│                                                                              │
│    822 │   │   │   timeout=timeout,                                          │
│    823 │   │   │   extensions=extensions,                                    │
│    824 │   │   )                                                             │
│ ❱  825 │   │   return self.send(request, auth=auth, follow_redirects=follow_ │
│    826 │                                                                     │
│    827 │   @contextmanager                                                   │
│    828 │   def stream(                                                       │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │             auth = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │          content = None                                                  │ │
│ │          cookies = None                                                  │ │
│ │             data = None                                                  │ │
│ │       extensions = None                                                  │ │
│ │            files = None                                                  │ │
│ │ follow_redirects = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │          headers = {                                                     │ │
│ │                    │   'Content-Type': 'application/json',               │ │
│ │                    │   'Authorization': 'Bearer                          │ │
│ │                    eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiJhbmF… │ │
│ │                    }                                                     │ │
│ │             json = {                                                     │ │
│ │                    │   'message': 'What was Microsoft revenue in fiscal  │ │
│ │                    year 2023?'                                           │ │
│ │                    }                                                     │ │
│ │           method = 'POST'                                                │ │
│ │           params = None                                                  │ │
│ │          request = <Request('POST', 'http://localhost:8000/v1/chat')>    │ │
│ │             self = <httpx.Client object at 0x102b0a390>                  │ │
│ │          timeout = <httpx._client.UseClientDefault object at             │ │
│ │                    0x101d66f30>                                          │ │
│ │              url = '/v1/chat'                                            │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :914 in send                                                                 │
│                                                                              │
│    911 │   │                                                                 │
│    912 │   │   auth = self._build_request_auth(request, auth)                │
│    913 │   │                                                                 │
│ ❱  914 │   │   response = self._send_handling_auth(                          │
│    915 │   │   │   request,                                                  │
│    916 │   │   │   auth=auth,                                                │
│    917 │   │   │   follow_redirects=follow_redirects,                        │
│                                                                              │
│ ╭─────────────────────────────── locals ────────────────────────────────╮    │
│ │             auth = <httpx.Auth object at 0x102b0a180>                 │    │
│ │ follow_redirects = False                                              │    │
│ │          request = <Request('POST', 'http://localhost:8000/v1/chat')> │    │
│ │             self = <httpx.Client object at 0x102b0a390>               │    │
│ │           stream = False                                              │    │
│ ╰───────────────────────────────────────────────────────────────────────╯    │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :942 in _send_handling_auth                                                  │
│                                                                              │
│    939 │   │   │   request = next(auth_flow)                                 │
│    940 │   │   │                                                             │
│    941 │   │   │   while True:                                               │
│ ❱  942 │   │   │   │   response = self._send_handling_redirects(             │
│    943 │   │   │   │   │   request,                                          │
│    944 │   │   │   │   │   follow_redirects=follow_redirects,                │
│    945 │   │   │   │   │   history=history,                                  │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │             auth = <httpx.Auth object at 0x102b0a180>                    │ │
│ │        auth_flow = <generator object Auth.sync_auth_flow at 0x102dad380> │ │
│ │ follow_redirects = False                                                 │ │
│ │          history = []                                                    │ │
│ │          request = <Request('POST', 'http://localhost:8000/v1/chat')>    │ │
│ │             self = <httpx.Client object at 0x102b0a390>                  │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :979 in _send_handling_redirects                                             │
│                                                                              │
│    976 │   │   │   for hook in self._event_hooks["request"]:                 │
│    977 │   │   │   │   hook(request)                                         │
│    978 │   │   │                                                             │
│ ❱  979 │   │   │   response = self._send_single_request(request)             │
│    980 │   │   │   try:                                                      │
│    981 │   │   │   │   for hook in self._event_hooks["response"]:            │
│    982 │   │   │   │   │   hook(response)                                    │
│                                                                              │
│ ╭─────────────────────────────── locals ────────────────────────────────╮    │
│ │ follow_redirects = False                                              │    │
│ │          history = []                                                 │    │
│ │          request = <Request('POST', 'http://localhost:8000/v1/chat')> │    │
│ │             self = <httpx.Client object at 0x102b0a390>               │    │
│ ╰───────────────────────────────────────────────────────────────────────╯    │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_client.py │
│ :1014 in _send_single_request                                                │
│                                                                              │
│   1011 │   │   │   )                                                         │
│   1012 │   │                                                                 │
│   1013 │   │   with request_context(request=request):                        │
│ ❱ 1014 │   │   │   response = transport.handle_request(request)              │
│   1015 │   │                                                                 │
│   1016 │   │   assert isinstance(response.stream, SyncByteStream)            │
│   1017                                                                       │
│                                                                              │
│ ╭──────────────────────────── locals ────────────────────────────╮           │
│ │   request = <Request('POST', 'http://localhost:8000/v1/chat')> │           │
│ │      self = <httpx.Client object at 0x102b0a390>               │           │
│ │     start = 126704.984335583                                   │           │
│ │ transport = <httpx.HTTPTransport object at 0x102a68440>        │           │
│ ╰────────────────────────────────────────────────────────────────╯           │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_transport │
│ s/default.py:249 in handle_request                                           │
│                                                                              │
│   246 │   │   │   content=request.stream,                                    │
│   247 │   │   │   extensions=request.extensions,                             │
│   248 │   │   )                                                              │
│ ❱ 249 │   │   with map_httpcore_exceptions():                                │
│   250 │   │   │   resp = self._pool.handle_request(req)                      │
│   251 │   │                                                                  │
│   252 │   │   assert isinstance(resp.stream, typing.Iterable)                │
│                                                                              │
│ ╭───────────────────────────────── locals ─────────────────────────────────╮ │
│ │ httpcore = <module 'httpcore' from                                       │ │
│ │            '/Users/rishabhkumar/miniforge3/lib/python3.12/site-packages… │ │
│ │      req = <Request [b'POST']>                                           │ │
│ │  request = <Request('POST', 'http://localhost:8000/v1/chat')>            │ │
│ │     self = <httpx.HTTPTransport object at 0x102a68440>                   │ │
│ ╰──────────────────────────────────────────────────────────────────────────╯ │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/contextlib.py:158 in __exit__  │
│                                                                              │
│   155 │   │   │   │   # tell if we get the same exception back               │
│   156 │   │   │   │   value = typ()                                          │
│   157 │   │   │   try:                                                       │
│ ❱ 158 │   │   │   │   self.gen.throw(value)                                  │
│   159 │   │   │   except StopIteration as exc:                               │
│   160 │   │   │   │   # Suppress StopIteration *unless* it's the same except │
│   161 │   │   │   │   # was passed to throw().  This prevents a StopIteratio │
│                                                                              │
│ ╭──────────────────────────────── locals ─────────────────────────────────╮  │
│ │      self = <contextlib._GeneratorContextManager object at 0x100c34d10> │  │
│ │ traceback = <traceback object at 0x102e6c140>                           │  │
│ │     value = ReadTimeout(TimeoutError('timed out'))                      │  │
│ ╰─────────────────────────────────────────────────────────────────────────╯  │
│                                                                              │
│ /Users/rishabhkumar/miniforge3/lib/python3.12/site-packages/httpx/_transport │
│ s/default.py:118 in map_httpcore_exceptions                                  │
│                                                                              │
│   115 │   │   │   raise                                                      │
│   116 │   │                                                                  │
│   117 │   │   message = str(exc)                                             │
│ ❱ 118 │   │   raise mapped_exc(message) from exc                             │
│   119                                                                        │
│   120                                                                        │
│   121 class ResponseStream(SyncByteStream):                                  │
│                                                                              │
│ ╭─────── locals ────────╮                                                    │
│ │ message = 'timed out' │                                                    │
│ ╰───────────────────────╯                                                    │
╰──────────────────────────────────────────────────────────────────────────────╯
ReadTimeout: timed out
financebench chat --no-stream   0.82s user 0.12s system 0% cpu 3:01.21 total




❯ # 5. Confirm the stale .env diagnosis
grep -E "^(EMBEDDING_MODEL|EMBEDDING_DIMENSIONS|USE_GROQ_FAST_PATH|RERANKER_ADAPTER_PATH)" ~/.financebench/repo/.env
EMBEDDING_MODEL=text-embedding-3-large
EMBEDDING_DIMENSIONS=3072
USE_GROQ_FAST_PATH=true




analyst@financebench> What was Apple revenue in fiscal year 2023? What was Micro
soft revenue in fiscal year 2023?

## Apple Revenue – FY2023

Apple's total net sales were **$383.3 billion** in fiscal year 2023, a decrease of 3% (or $11.0 billion) compared to FY2022. [Source: 10k_aapl_2023.pdf, Page 2]

**Breakdown by segment:**

| Segment | FY2023 ($M) | Change vs FY2022 |
|---|---|---|
| Americas | $162,560 | (4)% |
| Europe | $94,294 | (1)% |
| Greater China | $72,559 | (2)% |
| Japan | $24,257 | (7)% |
| Rest of Asia Pacific | $29,615 | +1% |
| **Total** | **$383,285** | **(3)%** |

[Source: 10k_aapl_2023.pdf, Page 3]

---

## Microsoft Revenue – FY2023

Microsoft's total revenue increased **$13.6 billion or 7%** in FY2023 compared to FY2022, driven by growth in Intelligent Cloud and Productivity and Business Processes. [Source: 10k_msft_2023.pdf, Page 6] Microsoft Cloud revenue specifically reached **$111.6 billion**, a 22% increase. [Source: 10k_msft_2023.pdf, Page 2]

> **Note:** The retrieved context does not include Microsoft's total consolidated revenue figure for FY2023. Only the Microsoft Cloud revenue sub-total ($111.6B) and the year-over-year revenue *change* (+$13.6B / +7%) are explicitly stated.

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**Bottom line:** Apple's FY2023 total net sales were **$383.3 billion**. For Mic
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rosoft, the retrieved context confirms **Microsoft Cloud revenue of $111.6 billion** and total revenue growth of **+$13.6 billion (+7%)** vs. FY2022, but the exact total consolidated Microsoft revenue figure is not present in the provided context.

                   Sources
┏━━━━━━━━━━━━━━━━━━━┳━━━━━━┳━━━━━━━━━┳━━━━━━┓
┃ Document          ┃ Page ┃ Section ┃ Type ┃
┡━━━━━━━━━━━━━━━━━━━╇━━━━━━╇━━━━━━━━━╇━━━━━━┩
│ 10k_aapl_2023.pdf │    2 │         │ 10k  │
│ 10k_msft_2023.pdf │    2 │         │ 10k  │
└───────────────────┴──────┴─────────┴──────┘

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