{
    "id": "PRT-047",
    "category": "PRT",
    "title": "新資金配置情境",
    "question": "如果只用新增資金，能把配置偏差縮小多少？",
    "chart": "bar",
    "metric": "新增資金分配（記帳幣）",
    "secondary": "投入後目標偏差（百分點）",
    "x": "資產類別",
    "y": "新增資金分配（記帳幣）",
    "panels": [
        "新增資金分配",
        "投入前後偏差",
        "剩餘現金及約束"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "在不可賣出、投入金額與交易單位約束下，最小化配置與用戶目標之偏差並公開目標函數。",
    "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。這是配置計算器；最優只對所選目標有效，不代表最高未來回報。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 6,
    "frequency": 6,
    "decision": 6,
    "clarity": 10,
    "sample_labels": [
        "低配股票",
        "低配債券",
        "核心基金",
        "保留現金"
    ],
    "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": 64.0,
    "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": 756,
    "stage": "P3",
    "svg_file": "mockups/0756-PRT-047.svg",
    "demo_fingerprint": "b618ac42c8a766e2",
    "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
        }
    }
}