{
    "id": "PRT-024",
    "category": "PRT",
    "title": "交易與持倉變化時間軸",
    "question": "我何時買入賣出，之後部位大小怎樣改變？",
    "chart": "multi",
    "metric": "持有股數（股）",
    "secondary": "成交價格（原幣）",
    "x": "成交日期",
    "y": "持有股數（股）",
    "panels": [
        "價格與成交標記",
        "持股數變化",
        "成交及轉倉明細"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "SPLIT",
        "USER"
    ],
    "calculation": "按實際成交與公司行動重建逐日持股數，對拆股一致價格標出買賣及轉入轉出。",
    "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。成交價來自用戶而非以當日收市價代替；跨帳戶轉倉不是市場買賣。",
    "data_class": "用戶資料",
    "complexity": "中",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 9,
    "clarity": 8,
    "sample_labels": [
        "買入",
        "加倉",
        "部分賣出",
        "轉倉",
        "拆股"
    ],
    "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": 82.5,
    "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/api-splits-dividends"
    ],
    "rank": 270,
    "stage": "P2",
    "svg_file": "mockups/0270-PRT-024.svg",
    "demo_fingerprint": "090c14bce61e8558",
    "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
        }
    }
}