{
    "id": "PRT-030",
    "category": "PRT",
    "title": "持倉年齡與盈虧",
    "question": "長期持倉與近期買入的盈利特徵有甚麼不同？",
    "chart": "scatter",
    "metric": "未實現回報（%）",
    "secondary": "持有天數（天）",
    "x": "批次持有天數（天）",
    "y": "未實現回報（%）",
    "panels": [
        "持有期盈虧散點",
        "批次市值",
        "資料來源"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "逐批次以首次成交日期算年齡，以剩餘成本與當前估值算盈虧，氣泡顯示市值。",
    "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。加減倉與轉入部位需保存原始批次；相關不代表持有較久必然提高回報。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 8,
    "clarity": 8,
    "sample_labels": [
        "新建部位",
        "持有一季",
        "持有一年",
        "持有多年"
    ],
    "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": 80.0,
    "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": 324,
    "stage": "P2",
    "svg_file": "mockups/0324-PRT-030.svg",
    "demo_fingerprint": "3a8fac735dae5662",
    "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
        }
    }
}