{
    "id": "PRT-009",
    "category": "PRT",
    "title": "投資組合資產配置",
    "question": "我的股票、債券、基金及現金配置是否符合預期？",
    "chart": "stacked",
    "metric": "資產類別權重（%）",
    "secondary": "與目標差距（百分點）",
    "x": "配置類別",
    "y": "資產類別權重（%）",
    "panels": [
        "實際資產配置",
        "目標配置",
        "配置差額"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FUND",
        "FX",
        "USER"
    ],
    "calculation": "以帳戶部位種類分類並換算記帳幣市值，與用戶設定目標比較；ETF 穿透另外切換。",
    "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。直接持有分類與 ETF 底層穿透不得雙重計算；資產類別無法識別時列未知。",
    "data_class": "用戶資料",
    "complexity": "中",
    "audience": "大眾",
    "reach": 9,
    "frequency": 8,
    "decision": 10,
    "clarity": 9,
    "sample_labels": [
        "股票",
        "債券",
        "基金",
        "現金"
    ],
    "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": 89.5,
    "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/stock-etfs-fundamental-data-feeds",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "rank": 119,
    "stage": "P1",
    "svg_file": "mockups/0119-PRT-009.svg",
    "demo_fingerprint": "7370a18223d5e536",
    "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
        }
    }
}