{
    "id": "PRT-022",
    "category": "PRT",
    "title": "再平衡金額情境",
    "question": "如果回到我的目標配置，各類資產需調整多少？",
    "chart": "bar",
    "metric": "擬調整金額（記帳幣）",
    "secondary": "調整前後權重（%）",
    "x": "配置類別",
    "y": "擬調整金額（記帳幣）",
    "panels": [
        "擬調整金額",
        "前後配置",
        "零碎股及費用假設"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "按指定可用資金與目標權重計算目標市值減現值，加入用戶費用、最小交易單位及現金限制。",
    "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。為可編輯計算情境；不含實際成交保證、券商限制及自動交易。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 8,
    "clarity": 10,
    "sample_labels": [
        "核心股票",
        "衛星股票",
        "債券",
        "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": 82.0,
    "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": 272,
    "stage": "P2",
    "svg_file": "mockups/0272-PRT-022.svg",
    "demo_fingerprint": "bffb7df1ebb1911c",
    "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
        }
    }
}