{
    "id": "PRT-027",
    "category": "PRT",
    "title": "多帳戶整合視圖",
    "question": "不同券商與家庭投資帳戶合計有甚麼曝險？",
    "chart": "stacked",
    "metric": "各帳戶淨值（記帳幣）",
    "secondary": "帳戶間重複標的比重（%）",
    "x": "投資帳戶",
    "y": "各帳戶淨值（記帳幣）",
    "panels": [
        "帳戶資產堆疊",
        "合併重複持倉",
        "內部轉帳核對"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "統一證券識別碼和記帳幣，把用戶帳戶部位合併，內部轉帳在整體流量中抵銷。",
    "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。帳戶估值時間和所有權範圍要一致；聯名與代持資料須由用戶定義不推測。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 8,
    "clarity": 9,
    "sample_labels": [
        "帳戶甲",
        "帳戶乙",
        "帳戶丙",
        "合併"
    ],
    "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": 81.0,
    "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": 294,
    "stage": "P2",
    "svg_file": "mockups/0294-PRT-027.svg",
    "demo_fingerprint": "0e6fc42ba163b5ea",
    "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
        }
    }
}