{
    "id": "PRT-012",
    "category": "PRT",
    "title": "資金存入提取瀑布",
    "question": "期初至期末資產變化由哪些外部資金及投資因素造成？",
    "chart": "waterfall",
    "metric": "資產變化（記帳幣）",
    "secondary": "期末對帳差額（記帳幣）",
    "x": "變動來源",
    "y": "資產變化（記帳幣）",
    "panels": [
        "淨值變動瀑布",
        "外部流量明細",
        "未解釋差額"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "期初淨值＋存入−提取＋投資損益−費用＝期末淨值，逐項與用戶帳戶核對。",
    "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。帳戶間內部轉移須消除；股息若已包含投資損益不能再加一次。",
    "data_class": "用戶資料",
    "complexity": "中",
    "audience": "大眾",
    "reach": 9,
    "frequency": 9,
    "decision": 10,
    "clarity": 9,
    "sample_labels": [
        "期初",
        "淨存入",
        "投資損益",
        "費用",
        "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": 92.5,
    "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": 66,
    "stage": "P1",
    "svg_file": "mockups/0066-PRT-012.svg",
    "demo_fingerprint": "8209d84e0abdee37",
    "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
        }
    }
}