{
    "id": "crossasset_portfolio-04",
    "category": "crossasset_portfolio",
    "category_name": "跨資產投資組合",
    "title": "資產配置偏離與再平衡草案",
    "question": "資產配置偏離與再平衡草案",
    "chart": "multi",
    "metric": "資產配置偏離與再平衡草案",
    "secondary": "目標/現況比較＋交易草案表",
    "x": "觀察期／樣本",
    "y": "示例數值",
    "panels": [
        "資產配置偏離與再平衡草案",
        "目標/現況比較＋交易草案表",
        "資料明細"
    ],
    "filters": [
        "標的／市場",
        "分析區間",
        "基準／參數"
    ],
    "apis": [
        "EOD",
        "USER_MASTER"
    ],
    "calculation": "w_i=V_i/V_total；drift=w_i-target_i；名義調整=(target_i-w_i)×V_total，加入最低單位與成本約束。",
    "caveat": "草案不是自動成交；股票、ETF、貨幣、crypto 的最小單位與產品合約規則要分別設定。",
    "inputs": "USER: 實際持倉、目標、限制、費用\nEOD/FX: 估值",
    "extra_inputs": "依左側必要欄位與限制核實",
    "data_class": "必需用戶或券商資料",
    "complexity": "原生＋主檔／用戶資料",
    "rank": 4,
    "stage": "P1",
    "collection": "product",
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/user-api",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "requires_user_input": true,
    "requires_extra_plan": false,
    "cadence": "示例資料",
    "sample_labels": [
        "2019",
        "2020",
        "2021",
        "2022",
        "2023",
        "2024"
    ],
    "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
        }
    }
}