+
@@ -553,15 +978,16 @@ function initStock() {
$('#stkSym').addEventListener('keydown', e => { if (e.key === 'Enter') go(); });
$$('.finbox-examples b', view).forEach(b => b.addEventListener('click', () => { $('#stkSym').value = b.dataset.sym; go(); }));
$$('#stkSub a').forEach(a => a.addEventListener('click', () => setSub(a.dataset.sub)));
- setSub('map'); // 投資地圖不需代號也能先看判斷流程
+ setSub('metrics');
}
function setStockSymbol(sym) {
sym = (sym || '').trim().toUpperCase();
if (!sym) return;
STOCK.symbol = sym;
STOCK.rendered = {}; // 換股票 → 各分頁重抓
+ STOCK.fundamentals = {};
$('#stkSym').value = sym;
- if (STOCK.sub === 'map') setSub('price'); // 輸入代號後預設先看價格
+ if (STOCK.sub === 'map') setSub('metrics'); // 輸入代號後預設先看指標面板
else renderSub(STOCK.sub);
}
function setSub(sub) {
@@ -577,12 +1003,428 @@ function needSymbol(pane) {
return true;
}
function renderSub(sub) {
+ if (sub === 'metrics') return renderMetricsPane();
if (sub === 'price') return renderPrice();
if (sub === 'finbox') return renderFinboxPane();
if (sub === 'map') return renderMap();
if (sub === 'backtest') return renderBacktestPane();
}
+// ── 指標面板（市場總覽 / 風險 / 回報 / 效率 / 預測 / 穩健度）──
+async function loadFundamentals(sym, fresh) {
+ sym = (sym || STOCK.symbol || '').trim().toUpperCase();
+ if (!fresh && STOCK.fundamentals[sym]) return STOCK.fundamentals[sym];
+ const d = await api('/api/fundamentals/' + encodeURIComponent(sym) + (fresh ? '?fresh=1' : ''));
+ STOCK.fundamentals[sym] = d;
+ return d;
+}
+function calcPct(a, b) { return (a != null && b) ? (a / b) * 100 : null; }
+function growth(cur, prev) { return (cur != null && prev) ? ((cur - prev) / Math.abs(prev)) * 100 : null; }
+function ratio(a, b) { return (a != null && b) ? a / b : null; }
+function fmtRatio(v, d = 1) { return v == null || isNaN(v) ? '—' : Number(v).toFixed(d) + 'x'; }
+function fmtMetric(v, kind) {
+ if (v == null || isNaN(v)) return '—';
+ if (kind === 'money') return fmtMoney(v);
+ if (kind === 'pct') return fmtPct(v, 1);
+ if (kind === 'ratio') return fmtRatio(v, 1);
+ if (kind === 'num') return fmtNum(v, 2);
+ if (kind === 'shares') return fmtNum(v / 1e9, 2) + 'B';
+ if (kind === 'compact') {
+ const a = Math.abs(v), s = v < 0 ? '-' : '';
+ if (a >= 1e9) return s + fmtNum(a / 1e9, 2) + 'B';
+ if (a >= 1e6) return s + fmtNum(a / 1e6, 2) + 'M';
+ if (a >= 1e3) return s + fmtNum(a / 1e3, 1) + 'K';
+ return fmtNum(v, 0);
+ }
+ return String(v);
+}
+function clamp(v, lo, hi) { return Math.max(lo, Math.min(hi, v)); }
+function priceStats(points) {
+ points = (points || []).filter(p => p.close != null);
+ if (points.length < 2) return {};
+ const last = points[points.length - 1];
+ const nearest = (days) => {
+ const target = new Date(last.date); target.setUTCDate(target.getUTCDate() - days);
+ let best = points[0], bd = Infinity;
+ for (const p of points) {
+ const d = Math.abs(new Date(p.date) - target);
+ if (d < bd) { bd = d; best = p; }
+ }
+ return best;
+ };
+ const ret = days => {
+ const p = nearest(days);
+ return p && p.close ? (last.close / p.close - 1) * 100 : null;
+ };
+ const recent = points.slice(-61);
+ const daily = [];
+ for (let i = 1; i < recent.length; i++) if (recent[i - 1].close) daily.push(recent[i].close / recent[i - 1].close - 1);
+ const mean = daily.reduce((a, b) => a + b, 0) / (daily.length || 1);
+ const variance = daily.reduce((a, b) => a + Math.pow(b - mean, 2), 0) / Math.max(1, daily.length - 1);
+ let peak = -Infinity, mdd = 0;
+ for (const p of points) { peak = Math.max(peak, p.close); if (peak > 0) mdd = Math.min(mdd, (p.close / peak - 1) * 100); }
+ return { ret1m: ret(30), ret3m: ret(91), ret6m: ret(182), ret1y: ret(365), ret3y: ret(1095), ret5y: ret(1825), volatility: Math.sqrt(variance) * Math.sqrt(252) * 100, maxDrawdown: mdd };
+}
+function technicalStats(points, quote = {}) {
+ const clean = (points || []).filter(p => p.close != null).map(p => ({ ...p, close: Number(p.close) }));
+ if (clean.length < 20) return {};
+ const closes = clean.map(p => p.close);
+ const last = quote.price ?? closes[closes.length - 1];
+ const avg = (arr) => arr.length ? arr.reduce((a, b) => a + b, 0) / arr.length : null;
+ const ma = (n) => closes.length >= n ? avg(closes.slice(-n)) : null;
+ const dist = (v) => (last != null && v) ? (last / v - 1) * 100 : null;
+ const emaSeries = (period) => {
+ const k = 2 / (period + 1);
+ const out = [];
+ let prev = null;
+ for (let i = 0; i < closes.length; i++) {
+ prev = prev == null ? closes[i] : closes[i] * k + prev * (1 - k);
+ out.push(prev);
+ }
+ return out;
+ };
+ let rsi14 = null;
+ if (closes.length > 14) {
+ let gains = 0, losses = 0;
+ for (let i = closes.length - 14; i < closes.length; i++) {
+ const ch = closes[i] - closes[i - 1];
+ if (ch >= 0) gains += ch; else losses -= ch;
+ }
+ const avgGain = gains / 14, avgLoss = losses / 14;
+ rsi14 = avgLoss === 0 ? 100 : 100 - (100 / (1 + avgGain / avgLoss));
+ }
+ const ema12 = emaSeries(12), ema26 = emaSeries(26);
+ const macdSeries = ema12.map((v, i) => v - ema26[i]);
+ const signal = (() => {
+ const k = 2 / 10;
+ let prev = null;
+ for (const v of macdSeries) prev = prev == null ? v : v * k + prev * (1 - k);
+ return prev;
+ })();
+ const macd = macdSeries[macdSeries.length - 1];
+ const ma20 = ma(20), ma50 = quote.fiftyDayAverage ?? ma(50), ma100 = ma(100), ma200 = quote.twoHundredDayAverage ?? ma(200);
+ const last20 = closes.slice(-20);
+ const sd20 = last20.length >= 20 ? Math.sqrt(last20.reduce((a, v) => a + Math.pow(v - ma20, 2), 0) / last20.length) : null;
+ const bollUpper = ma20 != null && sd20 != null ? ma20 + 2 * sd20 : null;
+ const bollLower = ma20 != null && sd20 != null ? ma20 - 2 * sd20 : null;
+ const bollPos = (last != null && bollUpper != null && bollLower != null && bollUpper !== bollLower) ? ((last - bollLower) / (bollUpper - bollLower)) * 100 : null;
+ const last252 = clean.slice(-252).map(p => p.close);
+ const high52 = quote.fiftyTwoWeekHigh ?? (last252.length ? Math.max(...last252) : null);
+ const low52 = quote.fiftyTwoWeekLow ?? (last252.length ? Math.min(...last252) : null);
+ const pos52 = (last != null && high52 != null && low52 != null && high52 !== low52) ? ((last - low52) / (high52 - low52)) * 100 : null;
+ const volumeRatio = (quote.volume != null && quote.avgVolume) ? quote.volume / quote.avgVolume : null;
+ const trendScore =
+ (last != null && ma20 != null && last > ma20 ? 1 : -1) +
+ (last != null && ma50 != null && last > ma50 ? 1 : -1) +
+ (last != null && ma200 != null && last > ma200 ? 1 : -1) +
+ (ma50 != null && ma200 != null && ma50 > ma200 ? 1 : -1);
+ return {
+ last, ma5: ma(5), ma10: ma(10), ma20, ma50, ma100, ma200,
+ dist20: dist(ma20), dist50: dist(ma50), dist200: dist(ma200),
+ rsi14, macd, macdSignal: signal, macdHist: macd != null && signal != null ? macd - signal : null,
+ bollUpper, bollLower, bollPos, high52, low52, pos52, volumeRatio, trendScore,
+ };
+}
+function metricStatus(v, good, warn, invert) {
+ if (v == null || isNaN(v)) return 'na';
+ if (invert) return v <= good ? 'good' : v <= warn ? 'warn' : 'bad';
+ return v >= good ? 'good' : v >= warn ? 'warn' : 'bad';
+}
+function metricCard(m) {
+ const cls = m.missing ? 'missing' : (m.status || 'na');
+ const tip = m.tipKey ? termTipBtn(m.tipKey, m.label) : '';
+ return `
+
${escapeHtml(m.label)}${tip}
+
${m.missing ? '等待免費來源' : escapeHtml(m.value)}
+
${escapeHtml(m.note || '')}
+
`;
+}
+function metricSection(title, subtitle, items, sectionTipKey) {
+ const headTip = sectionTipKey ? termTipBtn(sectionTipKey, title) : '';
+ return `
+ ${escapeHtml(title)}${headTip}
${escapeHtml(subtitle)}
+ ${items.map(metricCard).join('')}
+ `;
+}
+function formulaBlock(title, formula, note, tipKey) {
+ const tip = tipKey ? termTipBtn(tipKey, title) : '';
+ return `
`;
+}
+function dcfValue({ fcf, cash, debt, shares, price, revGrowth, netGrowth, grossMargin, roe, debtEquity, volatility }) {
+ if (!(fcf > 0) || !(shares > 0)) return null;
+ const growthInputs = [revGrowth, netGrowth].filter(v => v != null && isFinite(v));
+ let growth = growthInputs.length ? growthInputs.reduce((a, b) => a + b, 0) / growthInputs.length : 6;
+ if (grossMargin >= 55) growth += 2;
+ if (roe >= 25) growth += 2;
+ growth = clamp(growth, -5, 25);
+ const terminalGrowth = 2.5;
+ let discount = 9;
+ if (volatility > 35) discount += 1;
+ if (volatility > 55) discount += 1;
+ if (debtEquity > 1) discount += 1;
+ discount = clamp(discount, 8, 13);
+ const run = (g, dr) => {
+ const tg = terminalGrowth / 100;
+ const r = dr / 100;
+ let pv = 0, cur = fcf;
+ for (let year = 1; year <= 5; year++) {
+ const fade = (6 - year) / 5;
+ const yrGrowth = (tg + ((g / 100) - tg) * fade);
+ cur *= (1 + yrGrowth);
+ pv += cur / Math.pow(1 + r, year);
+ }
+ const terminal = (cur * (1 + tg)) / Math.max(0.01, r - tg);
+ const equityValue = pv + terminal + (cash || 0) - (debt || 0);
+ return equityValue / shares;
+ };
+ const fair = run(growth, discount);
+ const low = run(clamp(growth - 4, -8, 22), discount + 1);
+ const high = run(clamp(growth + 4, -2, 30), Math.max(7, discount - 1));
+ return {
+ fair, low, high, growth, discount, terminalGrowth,
+ upside: price ? ((fair / price) - 1) * 100 : null,
+ };
+}
+function decisionSummary({ d, px, tech, fair, revGrowth, netGrowth, grossMargin, roe, debtEquity, backtests }) {
+ let score = 0;
+ const reasons = [];
+ const cautions = [];
+ const actions = [];
+ if (fair?.upside != null) {
+ if (fair.upside >= 20) { score += 2; reasons.push(`DCF 顯示安全邊際 ${fmtPct(fair.upside, 1)}，估值有折價。`); }
+ else if (fair.upside >= 0) { score += 1; reasons.push(`DCF 公允價值略高於現價，估值不算貴。`); }
+ else if (fair.upside <= -25) { score -= 2; cautions.push(`DCF 顯示現價高於公允價值 ${fmtPct(Math.abs(fair.upside), 1)}，追價風險高。`); }
+ else { score -= 1; cautions.push(`DCF 略低於現價，估值需要更高成長兌現。`); }
+ }
+ if (d.targetPrice && d.price) {
+ const targetUpside = (d.targetPrice / d.price - 1) * 100;
+ if (targetUpside >= 15) { score += 1; reasons.push(`公開目標價仍有 ${fmtPct(targetUpside, 1)} 空間。`); }
+ else if (targetUpside < 0) { score -= 1; cautions.push('公開目標價低於現價，市場共識不支持追高。'); }
+ }
+ if ((px.ret6m ?? 0) > 10 && (px.ret1y ?? 0) > 0) { score += 1; reasons.push('中長期價格趨勢仍向上。'); }
+ if ((px.ret3m ?? 0) < -10 || (px.ret6m ?? 0) < -15) { score -= 1; cautions.push('近期價格動能轉弱，先等趨勢修復。'); }
+ if (tech?.trendScore >= 3) { score += 1; reasons.push('現價站上主要均線，MA50 也高於 MA200，技術趨勢偏多。'); }
+ else if (tech?.dist200 != null && tech.dist200 < -3) { score -= 1; cautions.push(`現價低於 MA200 ${fmtPct(Math.abs(tech.dist200), 1)}，長線趨勢仍需修復。`); }
+ if (tech?.rsi14 != null && tech.rsi14 >= 75) { score -= 1; cautions.push(`RSI(14) 約 ${tech.rsi14.toFixed(0)}，短線偏熱，追價要保守。`); }
+ else if (tech?.rsi14 != null && tech.rsi14 <= 30) { cautions.push(`RSI(14) 約 ${tech.rsi14.toFixed(0)}，可能超賣，但需要價格止穩確認。`); }
+ if ((grossMargin ?? 0) >= 50 && (roe ?? 0) >= 15) { score += 1; reasons.push('毛利率與 ROE 反映品質不錯。'); }
+ if ((revGrowth ?? 0) >= 15 || (netGrowth ?? 0) >= 10) { score += 1; reasons.push('營收/淨利成長仍有支撐。'); }
+ if ((px.volatility ?? 0) > 45) { score -= 1; cautions.push('波動偏高，部位要小或分批。'); }
+ if ((debtEquity ?? 0) > 1.5) { score -= 1; cautions.push('槓桿偏高，利率或景氣逆風時要更保守。'); }
+ const smaBt = backtests?.find(b => b.strategy === 'sma');
+ if (smaBt?.stats && smaBt?.benchStats) {
+ if (smaBt.stats.cagr > 0 && smaBt.stats.maxDrawdown < smaBt.benchStats.maxDrawdown) {
+ score += 1; reasons.push('均線策略歷史上降低回撤，適合用趨勢訊號控風險。');
+ } else if (smaBt.stats.cagr < 0) {
+ score -= 1; cautions.push('均線策略回測不佳，機械追趨勢容易被洗。');
+ }
+ }
+ let label = '觀望', cls = 'na';
+ if (score >= 4) { label = '偏買 / 可分批'; cls = 'good'; actions.push('可考慮分批建立部位，並用回測策略當進出場規則。'); }
+ else if (score >= 2) { label = '偏多觀望'; cls = 'good'; actions.push('基本面或趨勢有支撐，但建議等技術訊號或回檔再加。'); }
+ else if (score >= 0) { label = '觀望 / 等訊號'; cls = 'warn'; actions.push('不急著買，先等估值、趨勢或財報其中一項轉強。'); }
+ else { label = '減碼 / 避免追高'; cls = 'bad'; actions.push('若已持有，偏向設移動停利或減碼；新倉等更好的價格或訊號。'); }
+ if (!reasons.length) reasons.push('目前可用資料還不足以形成強烈買進理由。');
+ if (!cautions.length) cautions.push('仍需留意財報公布、總經環境與單日大幅波動。');
+ return { label, cls, score, reasons, cautions, actions };
+}
+function decisionHTML(summary) {
+ return `
+ 行動提醒
+ ${escapeHtml(summary.label)}
+ 綜合分數 ${summary.score >= 0 ? '+' : ''}${summary.score}
+
+
支持理由${summary.reasons.map(x => `
${escapeHtml(x)}
`).join('')}
+
小提醒${summary.cautions.map(x => `
${escapeHtml(x)}
`).join('')}
+
操作方式${summary.actions.map(x => `
${escapeHtml(x)}
`).join('')}
+
`;
+}
+function strategySummaryHTML(backtests) {
+ if (!Array.isArray(backtests) || !backtests.length) return '';
+ const rows = backtests.map(b => `
+
+
${escapeHtml(b.strategyLabel)}${escapeHtml(b.formula || '')}
+
${b.stats ? (b.stats.cagr >= 0 ? '+' : '') + b.stats.cagr.toFixed(1) + '% CAGR' + termTipBtn('cagr', 'CAGR') : '—'}
+
${b.stats ? b.stats.maxDrawdown.toFixed(1) + '% 回撤' + termTipBtn('max_drawdown', '最大回撤') : '—'}
+
`).join('');
+ return `
+ 策略回測摘要
用歷史資料輔助判斷，不代表未來
+ ${rows}
+
+ ${formulaBlock('均線趨勢', 'fast = sma(close, 50)\nslow = sma(close, 200)\ninMarket = fast > slow', '短均線在長均線之上才持有，跌破就空手。', 'sma_strategy')}
+ ${formulaBlock('回落買進', 'peak = highest(close)\ndrawdown = close / peak - 1\nbuy = drawdown <= -15%', '等待從高點回落到設定幅度再進場。', 'dip_strategy')}
+ ${formulaBlock('分批投入', 'if monthChanged\n buy(monthlyAmount)', '不猜低點，每月固定投入，適合降低進場時點壓力。', 'dca_strategy')}
+
+ `;
+}
+function quoteFreshLabel(q) {
+ if (!q?.marketTime && !q?._fetchedAt) return '';
+ const t = q.marketTime ? new Date(q.marketTime) : new Date(q._fetchedAt);
+ if (isNaN(t)) return '';
+ return t.toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' });
+}
+function buildMetrics(d, px, tech, quote, backtests) {
+ const q = d.quarters || [], a = d.annual || [], bal = d.balance || {};
+ const curQ = q[0] || {}, prevQ = q[1] || {}, yaQ = q[4] || null;
+ const curY = a[0] || {}, prevY = a[1] || {};
+ const equity = bal.totalEquity != null ? bal.totalEquity : ((bal.totalAssets != null && bal.totalLiabilities != null) ? bal.totalAssets - bal.totalLiabilities : null);
+ const ev = d.marketCap != null ? d.marketCap + (bal.totalDebt || 0) - (bal.cash || 0) : null;
+ const fcf = curY.ocf != null && curY.capex != null ? curY.ocf + curY.capex : null;
+ const shares = d.sharesOutstanding ?? ((d.marketCap != null && d.price) ? d.marketCap / d.price : null);
+ const pe = d.peTrailing ?? ((d.marketCap != null && curY.netIncome > 0) ? d.marketCap / curY.netIncome : null);
+ const revGrowth = yaQ ? growth(curQ.revenue, yaQ.revenue) : growth(curY.revenue, prevY.revenue);
+ const netGrowth = yaQ ? growth(curQ.netIncome, yaQ.netIncome) : growth(curY.netIncome, prevY.netIncome);
+ const opMargin = curQ.operatingMargin ?? null;
+ const grossMargin = curQ.grossMargin ?? curY.grossMargin ?? null;
+ const netMargin = curQ.netMargin ?? curY.netMargin ?? null;
+ const roa = calcPct(curY.netIncome, bal.totalAssets);
+ const roe = calcPct(curY.netIncome, equity);
+ const debtEquity = ratio(bal.totalLiabilities, equity);
+ const currentRatio = ratio(bal.currentAssets, bal.currentLiabilities);
+ const cashDebt = ratio(bal.cash, bal.totalDebt);
+ const fair = dcfValue({
+ fcf, cash: bal.cash, debt: bal.totalDebt, shares, price: d.price,
+ revGrowth, netGrowth, grossMargin, roe, debtEquity, volatility: px.volatility,
+ });
+ const summary = decisionSummary({ d, px, tech, fair, revGrowth, netGrowth, grossMargin, roe, debtEquity, backtests });
+ const changeText = quote?.changePercent != null
+ ? `${quote.change >= 0 ? '+' : ''}${fmtNum(quote.change, 2)} / ${quote.changePercent >= 0 ? '+' : ''}${fmtPct(quote.changePercent, 2)}`
+ : '—';
+ const rsiStatus = tech.rsi14 == null ? 'na' : tech.rsi14 >= 75 ? 'bad' : tech.rsi14 >= 65 ? 'warn' : tech.rsi14 <= 30 ? 'warn' : 'good';
+ const macdStatus = tech.macdHist == null ? 'na' : tech.macdHist >= 0 ? 'good' : 'bad';
+ const bollStatus = tech.bollPos == null ? 'na' : tech.bollPos > 95 ? 'bad' : tech.bollPos > 80 ? 'warn' : tech.bollPos < 5 ? 'warn' : 'good';
+ const pos52Status = tech.pos52 == null ? 'na' : tech.pos52 > 92 ? 'warn' : tech.pos52 < 25 ? 'bad' : 'good';
+ return [
+ decisionHTML(summary),
+ metricSection('市場總覽', '價格、估值與公司規模', [
+ { label: '現價', value: fmtNum(d.price, 2), status: quote?.changePercent >= 0 ? 'good' : quote?.changePercent < 0 ? 'bad' : 'na', note: `${d.currency || ''}${quoteFreshLabel(quote) ? ' · ' + quoteFreshLabel(quote) : ''}` },
+ { label: '今日漲跌', value: changeText, status: quote?.changePercent >= 0 ? 'good' : quote?.changePercent < 0 ? 'bad' : 'na', note: quote?.source || '免費報價來源' },
+ { label: '市值', tipKey: 'market_cap', value: fmtMoney(d.marketCap), status: 'na', note: 'Yahoo/價格資料' },
+ { label: '企業價值 EV', tipKey: 'ev', value: fmtMoney(ev), status: 'na', note: '市值 + 債務 - 現金' },
+ { label: '市盈率 P/E', tipKey: 'pe', value: fmtRatio(pe, 1), status: metricStatus(pe, 25, 45, true), note: d.peTrailing != null ? 'Yahoo trailing PE' : '市值 / 年度淨利估算' },
+ { label: '流通股數', tipKey: 'shares', value: fmtMetric(shares, 'shares'), status: 'na', note: d.sharesOutstanding != null ? '來源揭露' : '市值 / 現價估算' },
+ { label: '股息殖利率', tipKey: 'dividend_yield', value: fmtPct(d.dividendYield, 2), status: 'na', note: 'Nasdaq summary' },
+ { label: '營收成長', tipKey: 'rev_growth', value: fmtPct(revGrowth, 1), status: metricStatus(revGrowth, 15, 0), note: yaQ ? '最近季年增' : '年度年增' },
+ ], 'section_market'),
+ metricSection('技術面', 'MA、RSI、MACD、量能與價格位置', [
+ { label: 'MA20 / MA50', tipKey: 'ma', value: `${fmtNum(tech.ma20, 2)} / ${fmtNum(tech.ma50, 2)}`, status: metricStatus(tech.dist50, 0, -5), note: `距 MA50 ${fmtPct(tech.dist50, 1)}` },
+ { label: 'MA100 / MA200', tipKey: 'ma', value: `${fmtNum(tech.ma100, 2)} / ${fmtNum(tech.ma200, 2)}`, status: metricStatus(tech.dist200, 0, -8), note: `距 MA200 ${fmtPct(tech.dist200, 1)}` },
+ { label: 'RSI(14)', tipKey: 'rsi', value: fmtNum(tech.rsi14, 1), status: rsiStatus, note: tech.rsi14 >= 70 ? '偏熱' : tech.rsi14 <= 30 ? '偏弱/超賣' : '中性區間' },
+ { label: 'MACD(12,26,9)', tipKey: 'macd', value: fmtNum(tech.macdHist, 2), status: macdStatus, note: tech.macdHist >= 0 ? '柱狀體偏多' : '柱狀體偏空' },
+ { label: '布林位置', tipKey: 'boll', value: fmtPct(tech.bollPos, 0), status: bollStatus, note: `下緣 ${fmtNum(tech.bollLower, 2)} / 上緣 ${fmtNum(tech.bollUpper, 2)}` },
+ { label: '52週位置', tipKey: 'pos52', value: fmtPct(tech.pos52, 0), status: pos52Status, note: `${fmtNum(tech.low52, 2)} ~ ${fmtNum(tech.high52, 2)}` },
+ { label: '成交量 / 均量', tipKey: 'volume_ratio', value: fmtRatio(tech.volumeRatio, 2), status: metricStatus(tech.volumeRatio, 1.2, .7), note: quote?.volume != null ? `今日量 ${fmtMetric(quote.volume, 'compact')}` : '等待成交量' },
+ { label: '日內高低', value: `${fmtNum(quote?.dayLow, 2)} ~ ${fmtNum(quote?.dayHigh, 2)}`, status: 'na', note: quote?.previousClose != null ? `昨收 ${fmtNum(quote.previousClose, 2)}` : '' },
+ ], 'section_technical'),
+ metricSection('風險', '財務壓力與股價波動', [
+ { label: '總負債 / 總資產', tipKey: 'debt_assets', value: fmtPct(bal.debtToAssets, 1), status: metricStatus(bal.debtToAssets, 50, 70, true), note: '越低越穩' },
+ { label: '負債股本比', tipKey: 'debt_equity', value: fmtRatio(debtEquity, 1), status: metricStatus(debtEquity, 1, 2, true), note: '總負債 / 股東權益' },
+ { label: '流動比率', tipKey: 'current_ratio', value: fmtRatio(currentRatio, 1), status: metricStatus(currentRatio, 1.5, 1), note: '流動資產 / 流動負債' },
+ { label: '現金 / 債務', tipKey: 'cash_debt', value: fmtRatio(cashDebt, 1), status: metricStatus(cashDebt, 1, .3), note: '償債緩衝' },
+ { label: '60日年化波動', tipKey: 'volatility', value: fmtPct(px.volatility, 1), status: metricStatus(px.volatility, 25, 45, true), note: '由日報酬估算' },
+ { label: '最大回撤', tipKey: 'max_drawdown', value: fmtPct(px.maxDrawdown, 1), status: metricStatus(Math.abs(px.maxDrawdown), 30, 55, true), note: '目前資料區間內' },
+ ], 'section_risk'),
+ metricSection('回報', '股價不同期間的報酬', [
+ { label: '1個月', value: fmtPct(px.ret1m, 1), status: metricStatus(px.ret1m, 0, -10), note: '價格報酬' },
+ { label: '3個月', value: fmtPct(px.ret3m, 1), status: metricStatus(px.ret3m, 0, -15), note: '價格報酬' },
+ { label: '6個月', value: fmtPct(px.ret6m, 1), status: metricStatus(px.ret6m, 0, -20), note: '價格報酬' },
+ { label: '1年', value: fmtPct(px.ret1y, 1), status: metricStatus(px.ret1y, 0, -25), note: '價格報酬' },
+ { label: '3年', value: fmtPct(px.ret3y, 1), status: metricStatus(px.ret3y, 0, -35), note: '價格報酬' },
+ { label: '5年', value: fmtPct(px.ret5y, 1), status: metricStatus(px.ret5y, 0, -45), note: '價格報酬' },
+ ], 'section_return'),
+ metricSection('效率', '獲利品質與資產使用效率', [
+ { label: '毛利率', tipKey: 'gross_margin', value: fmtPct(grossMargin, 1), status: metricStatus(grossMargin, 50, 25), note: '定價權與產品組合' },
+ { label: '營業利潤率', tipKey: 'op_margin', value: fmtPct(opMargin, 1), status: metricStatus(opMargin, 25, 8), note: '本業獲利效率' },
+ { label: '淨利率', tipKey: 'net_margin', value: fmtPct(netMargin, 1), status: metricStatus(netMargin, 15, 0), note: '最後落袋比例' },
+ { label: 'ROA', tipKey: 'roa', value: fmtPct(roa, 1), status: metricStatus(roa, 8, 2), note: '淨利 / 資產' },
+ { label: 'ROE', tipKey: 'roe', value: fmtPct(roe, 1), status: metricStatus(roe, 15, 5), note: '淨利 / 股東權益' },
+ { label: 'FCF Margin', tipKey: 'fcf_margin', value: fmtPct(calcPct(fcf, curY.revenue), 1), status: metricStatus(calcPct(fcf, curY.revenue), 10, 0), note: '自由現金流 / 營收' },
+ ], 'section_efficiency'),
+ metricSection('預測', '公開摘要與尚待接入的共識資料', [
+ d.targetPrice != null
+ ? { label: '1年目標價', tipKey: 'target_price', value: fmtNum(d.targetPrice, 2), status: metricStatus(((d.targetPrice / d.price) - 1) * 100, 15, 0), note: 'Nasdaq summary' }
+ : { label: '1年目標價', tipKey: 'target_price', missing: true, note: '需分析師目標價資料源' },
+ fair
+ ? { label: 'DCF 公允價值', tipKey: 'dcf', value: fmtNum(fair.fair, 2), status: metricStatus(fair.upside, 20, 0), note: `區間 ${fmtNum(fair.low, 2)} ~ ${fmtNum(fair.high, 2)}` }
+ : { label: 'DCF 公允價值', tipKey: 'dcf', missing: true, note: '需要正自由現金流與股數' },
+ fair
+ ? { label: '安全邊際', tipKey: 'margin_of_safety', value: fmtPct(fair.upside, 1), status: metricStatus(fair.upside, 20, 0), note: '公允價值相對現價' }
+ : { label: '安全邊際', tipKey: 'margin_of_safety', missing: true, note: '需要公允價值與現價' },
+ fair
+ ? { label: '估值假設', tipKey: 'dcf_assumption', value: `${fair.growth.toFixed(1)}% / ${fair.discount.toFixed(1)}%`, status: 'na', note: `5年FCF成長 / 折現率，終值成長 ${fair.terminalGrowth.toFixed(1)}%` }
+ : { label: '估值假設', tipKey: 'dcf_assumption', missing: true, note: '資料不足無法估算' },
+ { label: '預估營收', missing: true, note: '需分析師共識資料源' },
+ { label: '預估 EPS', tipKey: 'eps', missing: true, note: '需分析師共識資料源' },
+ { label: '預估 EBITDA', missing: true, note: '需共識預測或付費 API' },
+ { label: '未來 5 年成長', missing: true, note: '需分析師長期預測' },
+ ], 'section_forecast'),
+ strategySummaryHTML(backtests),
+ metricSection('穩健度', '把目前可得指標整理成可讀結論', [
+ { label: '整體評價', value: d.report?.summary?.verdict || '—', status: d.report?.summary?.verdictColor || 'na', note: '來自財報健檢' },
+ { label: '綠燈', value: String(d.report?.summary?.good ?? '—'), status: 'good', note: '通過項目' },
+ { label: '黃燈', value: String(d.report?.summary?.warn ?? '—'), status: 'warn', note: '留意項目' },
+ { label: '紅燈', value: String(d.report?.summary?.bad ?? '—'), status: 'bad', note: '警訊項目' },
+ { label: '淨利成長', tipKey: 'rev_growth', value: fmtPct(netGrowth, 1), status: metricStatus(netGrowth, 10, 0), note: yaQ ? '最近季年增' : '年度年增' },
+ { label: '資料來源', value: d.source || '—', status: 'na', note: d.asOf ? '最新期別 ' + d.asOf : '' },
+ ], 'section_robust'),
+ ].join('');
+}
+async function renderMetricsPane(force) {
+ const pane = $('#pane-metrics');
+ if (needSymbol(pane)) return;
+ if (!force && STOCK.rendered.metrics === STOCK.symbol) return;
+ pane.innerHTML = `
正在整理 ${escapeHtml(STOCK.symbol)} 的指標面板…
`;
+ try {
+ const [d, h, quote] = await Promise.all([
+ loadFundamentals(STOCK.symbol),
+ api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=max&interval=1d${force ? '&fresh=1' : ''}`),
+ api(`/api/quote/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => ({})),
+ ]);
+ const backtests = await Promise.all([
+ api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=buyhold&range=5y`).then(x => ({ ...x, formula: 'hold = true' })).catch(() => null),
+ api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=sma&range=5y&short=50&long=200`).then(x => ({ ...x, formula: 'sma(close,50) > sma(close,200)' })).catch(() => null),
+ api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=dip&range=5y&drop=15`).then(x => ({ ...x, formula: 'drawdown <= -15%' })).catch(() => null),
+ api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=dca&range=5y&monthly=1000`).then(x => ({ ...x, formula: 'monthly buy' })).catch(() => null),
+ ]).then(xs => xs.filter(Boolean));
+ STOCK.rendered.metrics = STOCK.symbol;
+ const pstats = priceStats(h.points || []);
+ const lastPx = (h.points || []).length ? h.points[h.points.length - 1].close : null;
+ const enriched = {
+ ...d,
+ price: quote.price ?? d.price ?? lastPx,
+ currency: quote.currency || d.currency || h.currency || '',
+ name: d.name || quote.name || h.name,
+ marketCap: quote.marketCap ?? d.marketCap,
+ sharesOutstanding: quote.sharesOutstanding ?? d.sharesOutstanding,
+ peTrailing: quote.peTrailing ?? d.peTrailing,
+ targetPrice: quote.targetPrice ?? d.targetPrice,
+ dividendYield: quote.dividendYield ?? d.dividendYield,
+ };
+ if (enriched.marketCap == null && enriched.price != null && enriched.sharesOutstanding != null) enriched.marketCap = enriched.price * enriched.sharesOutstanding;
+ const tech = technicalStats(h.points || [], quote);
+ pane.innerHTML = `
+
+
${escapeHtml(enriched.name || enriched.symbol)}${escapeHtml(enriched.symbol)} · ${escapeHtml(enriched.currency || '')} · ${enriched.asOf ? '最新期別 ' + escapeHtml(enriched.asOf) : ''}
+
+
+
本面板會優先使用 Yahoo、Nasdaq、SEC 與價格歷史等免費公開來源；近即時報價會短暫快取，歷史資料會留在本機，下次只補新日期。MA、RSI、MACD 與布林通道由本機用日線計算；DCF 公允價值以年度自由現金流折現估算。免費報價可能延遲，交易前仍要對照券商報價。
+
${buildMetrics(enriched, pstats, tech, quote, backtests)}
`;
+ $('#metricRefresh').addEventListener('click', async () => {
+ STOCK.rendered.metrics = '';
+ delete STOCK.fundamentals[STOCK.symbol];
+ renderMetricsPane(true);
+ });
+ bindTermTips(pane);
+ } catch (e) {
+ pane.innerHTML = `
無法整理 ${escapeHtml(STOCK.symbol)} 的指標：${escapeHtml((e.data && e.data.message) || e.message || '')}
`;
+ }
+}
+
// ── 價格走勢 ──
const PRICE_RANGES = [['3mo', '3月'], ['6mo', '6月'], ['1y', '1年'], ['2y', '2年'], ['5y', '5年'], ['max', '全部']];
async function renderPrice(force) {
@@ -592,10 +1434,16 @@ async function renderPrice(force) {
pane.innerHTML = `
${PRICE_RANGES.map(r => ``).join('')}
-
`;
+
`;
$$('#priceRange button', pane).forEach(b => b.addEventListener('click', () => { STOCK.priceRange = b.dataset.r; renderPrice(true); }));
try {
- const d = await api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=${STOCK.priceRange}&interval=1d`);
+ const [d, profile] = await Promise.all([
+ api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=${STOCK.priceRange}&interval=1d`),
+ api(`/api/profile/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => null),
+ ]);
STOCK.rendered.price = STOCK.symbol + ':' + STOCK.priceRange;
const pts = d.points.map(p => ({ date: p.date, val: p.close }));
const first = pts[0].val, last = pts[pts.length - 1].val;
@@ -603,10 +1451,114 @@ async function renderPrice(force) {
const chgCls = chg >= 0 ? 'pnl-pos' : 'pnl-neg';
$('#priceHead').innerHTML = `
${escapeHtml(d.name || d.symbol)} ${escapeHtml(d.symbol)} · 收盤 ${escapeHtml(d.currency || '')} ${fmtNum(last, 2)} · 此區間
${chg >= 0 ? '+' : ''}${chg.toFixed(1)}%${d.cached ? ' ·
快取' : ''}`;
drawLineChart($('#priceChart'), [{ name: d.symbol, color: HEX.blue, points: pts }], { fmt: v => fmtNum(v, 2) });
+ renderCompanyProfile(profile, d, last);
+ renderCompanyIntel(STOCK.symbol, profile, force);
} catch (e) {
pane.querySelector('#priceChart').innerHTML = `
無法取得 ${escapeHtml(STOCK.symbol)} 的價格：${escapeHtml((e.data && e.data.message) || e.message || '')}
`;
}
}
+function renderCompanyProfile(profile, priceData, last) {
+ const box = $('#companyProfile');
+ if (!box) return;
+ if (!profile) {
+ box.innerHTML = '
公司資訊暫時無法取得。
';
+ return;
+ }
+ const q = profile.quote || {};
+ const notif = (profile.notifications || []).flatMap(n => n.eventTypes || []).slice(0, 3);
+ box.innerHTML = `
+
+
${escapeHtml(profile.name || priceData.name || priceData.symbol)}${escapeHtml(profile.exchange || '')} · ${escapeHtml(profile.marketStatus || '')}
+
${fmtNum(q.price ?? last, 2)}
+
+
+
Bid / Ask${fmtNum(profile.bidPrice, 2)} / ${fmtNum(profile.askPrice, 2)}
+
Sector${escapeHtml(profile.sector || '—')}
+
Industry${escapeHtml(profile.industry || '—')}
+
Region${escapeHtml(profile.region || '—')}
+
+ ${profile.description ? `
${escapeHtml(profile.description)}
` : ''}
+
+ ${notif.length ? `
Upcoming${notif.map(e => `${escapeHtml(e.message || e.eventName || '')}`).join('')}
` : ''}
+
公司資訊來自 Nasdaq profile / quote，報價可能延遲。
+
`;
+ const rb = $('#intelRefresh');
+ if (rb) rb.addEventListener('click', () => renderCompanyIntel(profile.symbol || STOCK.symbol, profile, true));
+}
+function txSignal(t) {
+ if (t.signal === 'acquire') return ['取得', 'good'];
+ if (t.signal === 'dispose') return ['處分', 'bad'];
+ return ['混合', 'warn'];
+}
+function renderCompanyIntelSkeleton() {
+ const pane = $('#pane-price');
+ let box = $('#companyIntel');
+ if (!box) {
+ pane.insertAdjacentHTML('beforeend', '
');
+ box = $('#companyIntel');
+ }
+ box.innerHTML = '
正在整理產業鏈、管理層、內部人交易與新聞…
';
+ return box;
+}
+async function renderCompanyIntel(symbol, profile, fresh) {
+ const box = renderCompanyIntelSkeleton();
+ try {
+ const intel = await api(`/api/company-intel/${encodeURIComponent(symbol)}${fresh ? '?fresh=1' : ''}`);
+ const chain = intel.industryChain || {};
+ const officers = intel.management?.officers || [];
+ const insiders = intel.insiders || [];
+ const news = intel.news || [];
+ const acquiredCount = insiders.filter(t => t.signal === 'acquire').length;
+ const disposedCount = insiders.filter(t => t.signal === 'dispose').length;
+ box.innerHTML = `
+
+ 產業上下游
先建立研究地圖，再點出去查證供應鏈細節
+
+
上游${(chain.upstream || []).map(x => `${escapeHtml(x)}`).join('')}
+
${escapeHtml(symbol)}${escapeHtml(profile?.industry || intel.management?.industry || '公司核心業務')}
+
下游${(chain.downstream || []).map(x => `${escapeHtml(x)}`).join('')}
+
${chain.peers.map(s => ``).join('')}
` : ''}
+
+
+ 經營管理層
職位與薪酬來自公開資料，可用來看治理結構
+ ${officers.length ? officers.map(o => `
+
${escapeHtml(o.name)}${escapeHtml(o.title || '')}${o.totalPay != null ? 'Total pay ' + fmtMoney(o.totalPay) : ''}
`).join('') : '
暫時沒有抓到管理層資料。
'}
+
+ 內部人 Form 4
A/D 代表 SEC 交易取得/處分代碼，需留意獎酬與選擇權情境
+
+
${acquiredCount}近期偏取得
+
${disposedCount}近期偏處分
+
+
`;
+ $$('.peer-chips button', box).forEach(btn => btn.addEventListener('click', () => setStockSymbol(btn.dataset.peer)));
+ } catch (e) {
+ box.innerHTML = `
無法整理公司研究資訊：${escapeHtml((e.data && e.data.message) || e.message || '')}
`;
+ }
+}
// ── 財報健檢 ──
function renderFinboxPane() {
@@ -621,7 +1573,7 @@ async function runFincheck(sym, fresh) {
const out = $('#finResult');
if (!out) return;
if (!sym) { out.innerHTML = '
請先輸入股票代號。
'; return; }
- out.innerHTML = `
正在${fresh ? '重新抓取' : '查詢'} ${escapeHtml(sym)} 的財報並健檢…
`;
+ out.innerHTML = `
正在${fresh ? '更新' : '查詢'} ${escapeHtml(sym)} 的財報並健檢…
`;
try {
const d = await api('/api/fundamentals/' + encodeURIComponent(sym) + (fresh ? '?fresh=1' : ''));
STOCK.rendered.finbox = sym;
@@ -649,7 +1601,7 @@ function renderFincheck(d) {
const staleNote = d.stale ? '
· 即時更新失敗，先顯示先前存的資料' : '';
out.innerHTML = `
${escapeHtml(d.name || d.symbol)} ${escapeHtml(d.symbol)}${d.price != null ? ` · 股價 $${fmtNum(d.price, 2)}` : ''} · 資料來源 ${escapeHtml(d.source || '—')}${d.asOf ? ` · 最新季別 ${escapeHtml(d.asOf)}` : ''}
-
${freshNote}${staleNote}
+
${freshNote}${staleNote}
${escapeHtml(sum.verdict || '—')}
${(sum.good || 0) + (sum.warn || 0) + (sum.bad || 0)} 項檢查
@@ -662,7 +1614,10 @@ function renderFincheck(d) {
${caveats}`;
bindWlinks(out);
const rb = $('#finRefresh');
- if (rb) rb.addEventListener('click', () => runFincheck(d.symbol, true));
+ if (rb) rb.addEventListener('click', () => {
+ delete STOCK.fundamentals[d.symbol];
+ runFincheck(d.symbol, false);
+ });
}
function checkRowHTML(ck) {
const links = (ck.links || []).map(l => `
${escapeHtml(l.label)}`).join('');
@@ -753,7 +1708,7 @@ function drawMap() {
${STOCK.symbol ? '' : ''}
${layersHTML}
-
這是把 Emmy「投資底層邏輯」六層漏斗變成的自我檢查工具，幫你結構化判斷，不構成投資建議。任何一層出局就停手，是漏斗的精神。
`;
+
這是把「投資底層邏輯」六層漏斗變成的自我檢查工具，幫你結構化判斷，不構成投資建議。任何一層出局就停手，是漏斗的精神。
`;
// 綁定：作答（即時重繪）、原則連結、按鈕
$$('.mq-ans', pane).forEach(box => {
@@ -776,7 +1731,7 @@ function saveMapToJournal() {
const noteLines = statuses.map(s => `${s.i + 1}.${s.title}：${ST_META[s.st].lab}`).join('｜');
// 找原則五十四（三面向判斷交易）當預設依據
let principle = '';
- for (const L of cfg.layers) for (const q of L.questions) for (const p of (q.principles || [])) if (p.num === 54 && p.id) principle = 'Emmy 投資心法#' + p.id;
+ for (const L of cfg.layers) for (const q of L.questions) for (const p of (q.principles || [])) if (p.num === 54 && p.id) principle = p.id;
openTradeForm({ symbol: STOCK.symbol, entry_reason: verdict, note: '六層漏斗評估：' + noteLines, principle });
}
@@ -1008,7 +1963,7 @@ function ensureTradeModal() {
}
function mountPrincipleChips(container, hiddenInput, selected) {
const items = [{ id: '', label: '不指定' }].concat((KB.principles || []).map(p => ({
- id: 'Emmy 投資心法#' + p.id, label: p.title.replace(/^原則[^：]+：/, '').slice(0, 24),
+ id: p.id, label: (LearnUI.cleanPrincipleTitle ? LearnUI.cleanPrincipleTitle(p.title) : p.title).slice(0, 28),
})));
mountChips(container, items, selected || '', v => { hiddenInput.value = v; }, { sm: true });
}
diff --git a/index.html b/index.html
index 1d18d16..8edd055 100644
--- a/index.html
+++ b/index.html
@@ -3,27 +3,29 @@
-
Emmy 投資台 — 學習 · 個股工具 · 交易復盤
+
MacroScope — 學習 · 個股 · 復盤