{
    "id": "PRT-002",
    "category": "PRT",
    "title": "投資組合淨值走勢",
    "question": "帳戶資產增長中，投入資金和投資表現各有多少？",
    "chart": "line",
    "metric": "帳戶淨值（記帳幣）",
    "secondary": "累積外部淨投入（記帳幣）",
    "x": "估值日期",
    "y": "帳戶淨值（記帳幣）",
    "panels": [
        "淨值與淨投入",
        "資產變動拆解",
        "現金流核對"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "每日持倉和現金重估，疊加累計存入減提取，並另列已實現與未實現損益。",
    "caveat": "需要用戶的持倉／交易／現金流或情境設定；EODHD 不提供券商帳戶。淨值上升可能只是新增資金；不能把淨值比值直接當有外部流量期間的投資回報。",
    "data_class": "用戶資料",
    "complexity": "低",
    "audience": "大眾",
    "reach": 10,
    "frequency": 10,
    "decision": 9,
    "clarity": 10,
    "sample_labels": [
        "期初",
        "第一次加資",
        "中段",
        "期末"
    ],
    "cadence": "每日收市及用戶交易更新後",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "投資組合",
    "score": 97.5,
    "requires_user_input": true,
    "requires_extra_plan": false,
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "rank": 13,
    "stage": "P0",
    "svg_file": "mockups/0013-PRT-002.svg",
    "demo_fingerprint": "a1bac270865586d1",
    "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
        }
    }
}