{
    "id": "OPT-020",
    "category": "OPT",
    "title": "備兌認購損益圖",
    "question": "持股賣認購會如何改變到期回報？",
    "chart": "line",
    "metric": "到期組合損益（USD）",
    "secondary": "最高收益及損益平衡價",
    "x": "到期股價（USD）",
    "y": "到期組合損益（USD）",
    "panels": [
        "主圖：到期組合損益（USD），依到期股價（USD）排列",
        "輔圖：最高收益及損益平衡價",
        "明細：備兌認購損益圖的資料列、觀測日期與缺值狀態"
    ],
    "filters": [
        "美股標的與報價日",
        "到期日與行權價",
        "用戶股數／成本／費用"
    ],
    "apis": [
        "OPTIONS",
        "EOD",
        "USER"
    ],
    "calculation": "用戶成本與持股數加上賣call權利金，再扣max(S到期-K,0)×對應股數。",
    "caveat": "需持股成本及費用；上行被封頂，下跌風險仍存在，提前指派未建模。 Marketplace 額外方案；僅美股日終快照，不含逐筆買賣方向或券商庫存；先驗證合約乘數。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 7,
    "frequency": 8,
    "decision": 9,
    "clarity": 9,
    "sample_labels": [
        "大幅下跌",
        "損益平衡",
        "現價附近",
        "履約價",
        "上方封頂"
    ],
    "cadence": "美股收市後日更",
    "category_name": "美股期權",
    "score": 80.0,
    "requires_user_input": true,
    "requires_extra_plan": true,
    "source_urls": [
        "https://eodhd.com/marketplace/unicornbay/options",
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes"
    ],
    "rank": 331,
    "stage": "P2",
    "svg_file": "mockups/0331-OPT-020.svg",
    "demo_fingerprint": "0d1a3d5224486b77",
    "collection": "catalogue",
    "sample_annotation": {
        "sample": true,
        "as_of": "2026-10-16",
        "notice": "Charts and tables for this report are generated, deterministic synthetic sample observations for educational layout and unit demonstration only. No provider, market data or analysis engine is called, and nothing here is a statement about real securities.",
        "notice_zh": "此報告的圖表與數據為確定性生成的合成示例數據，僅供教育及版面展示；並無連接任何資料供應商或實際分析引擎，不代表任何真實證券的表現。",
        "default_filters": {
            "symbol": "0700.HK",
            "period": "1Y",
            "benchmark": "HSI"
        },
        "filters": {
            "symbol": [
                "0700.HK",
                "0005.HK",
                "AAPL.US",
                "MSFT.US",
                "SPY.US",
                "BTC-USD.CC"
            ],
            "period": [
                "1Y",
                "3Y",
                "5Y"
            ],
            "benchmark": [
                "HSI",
                "SPX",
                "BTC"
            ]
        },
        "library": {
            "version": "2026-10-19",
            "source": "https://chatgpt.com/share/6ad67223-c610-83e8-adb2-33aaf792e584",
            "sample": true
        }
    }
}