{
    "id": "PRT-029",
    "category": "PRT",
    "title": "持倉市價與券商估值對帳",
    "question": "我的估值和券商顯示有何差異，原因在哪裏？",
    "chart": "table",
    "metric": "估值差額（記帳幣）",
    "secondary": "報價時間差（分鐘）",
    "x": "持倉",
    "y": "估值差額（記帳幣）",
    "panels": [
        "估值差異表",
        "時間與貨幣差異",
        "待核對公司行動"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "SPLIT",
        "FX",
        "USER"
    ],
    "calculation": "用相同持股數與匯率重估，逐項比較用戶提供券商估值和 EODHD 價格時間、公司行動狀態。",
    "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。不同價源與截止時點會有正常差異；不把任一方自動判為錯誤。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 8,
    "clarity": 10,
    "sample_labels": [
        "價格差",
        "匯率差",
        "股數差",
        "時間差"
    ],
    "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/api-splits-dividends",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "rank": 274,
    "stage": "P2",
    "svg_file": "mockups/0274-PRT-029.svg",
    "demo_fingerprint": "83bf3b76c68cf6d6",
    "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
        }
    }
}