{
    "id": "PRT-045",
    "category": "PRT",
    "title": "組合對基準偏離風險",
    "question": "我的主動持倉與基準愈來愈不同嗎？",
    "chart": "multi",
    "metric": "滾動追蹤誤差（%）",
    "secondary": "可識別 active share（%）",
    "x": "估值日期",
    "y": "滾動追蹤誤差（%）",
    "panels": [
        "追蹤誤差",
        "持倉主動差異",
        "基準權重日期"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FUND",
        "INDEX",
        "USER"
    ],
    "calculation": "日超額回報標準差年化；若有當期基準完整權重，另算 0.5×Σabs(wp−wb)。",
    "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。tracking error 是回報尺度，active share 是持倉尺度；兩者不可互相替代，權重缺漏停算。歷史指數成員名單不保證附有當期權重；基準歷史權重需要用戶或另經驗證的授權來源提供，不能直接用現在權重倒填。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "專業",
    "reach": 5,
    "frequency": 6,
    "decision": 6,
    "clarity": 7,
    "sample_labels": [
        "早期",
        "中期",
        "近期",
        "最新持倉"
    ],
    "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": 57.5,
    "requires_user_input": true,
    "requires_extra_plan": true,
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds",
        "https://eodhd.com/marketplace/unicornbay/spglobal"
    ],
    "rank": 856,
    "stage": "P4",
    "svg_file": "mockups/0856-PRT-045.svg",
    "demo_fingerprint": "281f152a283a4518",
    "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
        }
    }
}