{
    "id": "PRT-037",
    "category": "PRT",
    "title": "歷史危機重演情境",
    "question": "若當前持倉再次經歷某次歷史市況，估值可能怎樣變化？",
    "chart": "waterfall",
    "metric": "固定持倉情境損益（記帳幣）",
    "secondary": "未覆蓋部位（%）",
    "x": "持倉貢獻",
    "y": "固定持倉情境損益（記帳幣）",
    "panels": [
        "危機情境損益",
        "部位貢獻",
        "缺歷史及代理"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "用當前權重乘用戶選定歷史事件期間各資產回報，缺歷史資產只可明示選擇代理。",
    "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。不是組合當年的真實績效；事件樣本、再平衡、流動性與代理映射都會影響結果。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "專業",
    "reach": 6,
    "frequency": 7,
    "decision": 7,
    "clarity": 8,
    "sample_labels": [
        "股票部位",
        "債券部位",
        "外幣部位",
        "未覆蓋"
    ],
    "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": 67.5,
    "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/list-supported-forex-currencies"
    ],
    "rank": 658,
    "stage": "P3",
    "svg_file": "mockups/0658-PRT-037.svg",
    "demo_fingerprint": "672ec2203c94585e",
    "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
        }
    }
}