{
    "id": "PRT-040",
    "category": "PRT",
    "title": "投資組合換手率",
    "question": "交易是否過於頻繁，資金每期周轉多少？",
    "chart": "bar",
    "metric": "期間換手率（%）",
    "secondary": "成交總額（記帳幣）",
    "x": "分析期間",
    "y": "期間換手率（%）",
    "panels": [
        "換手率",
        "買賣額與淨值",
        "費用及轉倉排除"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "按明示定義用買賣額較小者除平均淨值，並另列買賣總額與外部資金流。",
    "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。股票多空、期權和內部轉倉不可直接混算；使用哪種換手率定義必須公開。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 7,
    "frequency": 7,
    "decision": 7,
    "clarity": 10,
    "sample_labels": [
        "期間一",
        "期間二",
        "期間三",
        "期間四"
    ],
    "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": 73.0,
    "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": 514,
    "stage": "P3",
    "svg_file": "mockups/0514-PRT-040.svg",
    "demo_fingerprint": "33838d7f99757fc7",
    "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
        }
    }
}