{
    "id": "PRT-014",
    "category": "PRT",
    "title": "持倉績效貢獻",
    "question": "整體回報主要由哪些投資標的帶動？",
    "chart": "bar",
    "metric": "期間回報貢獻（百分點）",
    "secondary": "平均部位權重（%）",
    "x": "投資標的",
    "y": "期間回報貢獻（百分點）",
    "panels": [
        "標的貢獻排行",
        "權重與回報",
        "貢獻對帳殘差"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "逐日以前日權重乘當日回報求貢獻，跨期使用一致鏈接法與整體 TWR 對帳。",
    "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。不能把每隻股票完整期間回報乘現在權重冒充實際貢獻；交易與現金需要納入。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 9,
    "frequency": 9,
    "decision": 9,
    "clarity": 10,
    "sample_labels": [
        "持倉甲",
        "持倉乙",
        "持倉丙",
        "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": 91.0,
    "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": 76,
    "stage": "P1",
    "svg_file": "mockups/0076-PRT-014.svg",
    "demo_fingerprint": "5cd4bde85b668846",
    "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
        }
    }
}