{
    "id": "crossasset_portfolio-06",
    "category": "crossasset_portfolio",
    "category_name": "跨資產投資組合",
    "title": "本地資產回報與匯率貢獻",
    "question": "本地資產回報與匯率貢獻",
    "chart": "waterfall",
    "metric": "本地資產回報與匯率貢獻",
    "secondary": "資產/匯率/交互項瀑布",
    "x": "觀察期／樣本",
    "y": "示例數值",
    "panels": [
        "本地資產回報與匯率貢獻",
        "資產/匯率/交互項瀑布",
        "資料明細"
    ],
    "filters": [
        "標的／市場",
        "分析區間",
        "基準／參數"
    ],
    "apis": [
        "EOD",
        "FUND_STOCK",
        "USER_MASTER"
    ],
    "calculation": "固定持有一期時 R_base=(1+R_local)(1+R_FX)-1；拆成 R_local+R_FX+R_local×R_FX，再乘期初市值。",
    "caveat": "交易與流量存在時需逐子期間或逐批次計；報價幣與經濟曝險幣不同，基金報價幣不等於已對沖。",
    "inputs": "USER: 期間持倉及交易\nEOD: 本地資產價格\nFOREX: 本幣換算",
    "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": 6,
    "stage": "P1",
    "collection": "product",
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies",
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds"
    ],
    "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
        }
    }
}