{
    "id": "PRT-007",
    "category": "PRT",
    "title": "投資組合月度盈虧表",
    "question": "哪些月份表現最好或最差，虧損是否持續？",
    "chart": "heatmap",
    "metric": "每月 TWR（%）",
    "secondary": "每月實際損益（記帳幣）",
    "x": "月份",
    "y": "每月 TWR（%）",
    "panels": [
        "月度回報熱圖",
        "年度幾何累積",
        "月度實際損益"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "從每日或現金流分段 TWR 鏈接成每月回報，並另列淨值變化扣外部資金流的金額。",
    "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。月份回報不能相加成全年；未完成月份需標截至日。",
    "data_class": "用戶資料",
    "complexity": "中",
    "audience": "大眾",
    "reach": 9,
    "frequency": 9,
    "decision": 9,
    "clarity": 9,
    "sample_labels": [
        "一月",
        "四月",
        "七月",
        "十月"
    ],
    "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": 90.0,
    "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": 95,
    "stage": "P1",
    "svg_file": "mockups/0095-PRT-007.svg",
    "demo_fingerprint": "771b6092657f1642",
    "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
        }
    }
}