高贝塔 · 示例组合

一个创新组合。

颠覆性成长，坚定持有。这就是高贝塔组合在引擎眼中的样子：风险平衡和趋势分项讲述了大部分故事。

组合构成

TSLA16%
COIN13%
ROKU12%
PLTR11%
CRSP9%
SHOP9%
RBLX8%
HOOD8%
DKNG7%
PATH7%

权重如图所示，高风险档。约每周自动重新评分；日期和引擎版本见结果。

56.7 / 100

投资组合评分中性

证据参差不齐。

各分项相互矛盾。请分别阅读它们，而不是只看总分。

弱中性良好强

已解析 10 个持仓 · 高风险档 · 引擎 2026-03-07-v5 · 走势恶化（置信度 47%）

多少分算好？ → 为我的组合评分

最大持仓: 16.0% TSLA · 上限 40%
有效持仓数: 9.2 共持有 10 个 · 目标 6
最大行业: 34.7% 科技
加权贝塔: 2.07 市场敏感度
仓位计划: 投资 80% 现金 20% · 均衡
您目前: 投资 100% 现金 0%

分项评分

分散度100
风险平衡89
质量55
信号30
趋势32
市场环境0

当引擎缺乏某分项的证据时，会显示“无数据”——如实报告，而非猜测。

优先关注

关注 仓位计划倾向于保留现金缓冲
根据当前的信号、趋势和集中度证据，计划目标约为投资 79.9%、现金 20.1%，以渐进节奏投入。
关注 加权持仓得分偏低
各持仓按市值加权的得分为 -0.99。组合依赖于读数较弱的标的。
关注 因子证据有限
投资市值的 100.0% 缺少因子证据，这限制了引擎能够支持的前瞻性判断。
优先 较大持仓的读数偏弱
COIN, HOOD 权重可观但持仓得分较低，是拖累综合评分的最大因素。

持仓明细

代码	行业	市值	权重	信号	得分	类型
TSLA	周期性消费	12,000	16.0%	持有	0.02	高贝塔
COIN	金融服务	10,000	13.3%	卖出	-3.93	高贝塔
ROKU	通信服务	9,000	12.0%	持有	-1.14	高贝塔
PLTR	科技	8,000	10.7%	买入	2.91	高贝塔
CRSP	医疗保健	7,000	9.3%	持有	-0.43	高贝塔
SHOP	科技	7,000	9.3%	持有	1.38	高贝塔
RBLX	科技	6,000	8.0%	持有	0.34	高贝塔
HOOD	金融服务	6,000	8.0%	卖出	-4.50	高贝塔
DKNG	周期性消费	5,000	6.7%	卖出	-4.11	高贝塔
PATH	科技	5,000	6.7%	持有	-1.84	困境反转

证据限制：

部分持仓缺少评级数据
部分持仓缺少股息质量数据
大部分持仓缺少透镜专属的因子证据
因子证据置信度低，削弱了前瞻判断的可靠性

POST /evaluate

上面的每个数字都来自一次 API 调用。

本页面就是下方 JSON 的可视化呈现。把同样的内容构建到仪表板、顾问工具或 AI 代理中。所有方案使用同一引擎，使用 API 密钥每月可免费评估五次。

获取免费 API 密钥 API 参考 →

显示原始响应

{
    "ok": true,
    "evaluation": {
        "engine_version": "2026-03-07-v5",
        "score": 56.7000000000000028421709430404007434844970703125,
        "health_score": 56.7000000000000028421709430404007434844970703125,
        "status": "Neutral",
        "status_key": "neutral",
        "count": 10,
        "weighted_score": -0.9899999999999999911182158029987476766109466552734375,
        "max_position_weight": 16,
        "max_position_ticker": "TSLA",
        "effective_positions": 9.2400000000000002131628207280300557613372802734375,
        "weighted_beta": 2.069999999999999840127884453977458178997039794921875,
        "signal_mix": {
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            "hold": 61.2999999999999971578290569595992565155029296875,
            "sell": 28
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        "trend_alignment_pct": 20,
        "trend_negative_pct": 46.7000000000000028421709430404007434844970703125,
        "weighted_grade_score": 3.20000000000000017763568394002504646778106689453125,
        "weighted_dividend_score": null,
        "top_sector": "Technology",
        "top_sector_weight": 34.7000000000000028421709430404007434844970703125,
        "score_components": {
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            "diversification": 100,
            "risk": 89.2000000000000028421709430404007434844970703125,
            "quality": 54.5,
            "trend": 32,
            "macro": 0
        },
        "trajectory": {
            "direction": "deteriorating",
            "confidence": 46.89999999999999857891452847979962825775146484375,
            "summary": "Negative signal concentration or weakening trend"
        },
        "context_alignment": {
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            "top_sector_view": null
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        "exposure_plan": {
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            "target_cash_pct": 20.10000000000000142108547152020037174224853515625,
            "min_invested_pct": 67.900000000000005684341886080801486968994140625,
            "max_invested_pct": 91.900000000000005684341886080801486968994140625,
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            "max_cash_pct": 32.10000000000000142108547152020037174224853515625,
            "base_invested_pct": 86,
            "stance": "balanced",
            "deployment_speed": "gradual",
            "confidence": 66.599999999999994315658113919198513031005859375,
            "market_regime_score": 50,
            "market_regime_code": "",
            "reason_codes": [
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                "negative_trend_pressure",
                "strong_forward_confidence"
            ],
            "components": {
                "market_adjustment": 0,
                "signal_adjustment": -5.42999999999999971578290569595992565155029296875,
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                "sell_penalty": 0,
                "concentration_penalty": 0
            }
        },
        "holding_analysis": [
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                "profile": "high_beta",
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                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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            {
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                "score": -3.930000000000000159872115546022541821002960205078125,
                "signal": "SELL",
                "sector": "Financial Services",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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                "factor_matched_factors": [],
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                "lens_confidence": 78
            },
            {
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                "score": -1.1399999999999999023003738329862244427204132080078125,
                "signal": "HOLD",
                "sector": "Communication Services",
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                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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            {
                "ticker": "PLTR",
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                "sector": "Technology",
                "profile": "high_beta",
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                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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                "factor_matched_factors": [],
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                "lens_confidence": 78
            },
            {
                "ticker": "CRSP",
                "weight_pct": 9.300000000000000710542735760100185871124267578125,
                "score": -0.429999999999999993338661852249060757458209991455078125,
                "signal": "HOLD",
                "sector": "Healthcare",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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            {
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                "classification_confidence": 78,
                "classification_quality": "usable",
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                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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                "factor_matched_factors": [],
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            {
                "ticker": "RBLX",
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                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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            {
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                "signal": "SELL",
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                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
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                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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            {
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                "factor_evidence_confidence": 0,
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                "classification_quality": "usable",
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                "factor_evidence_confidence": 0,
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        ],
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        "diagnostics": {
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            "risk_profile": {
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                "quality": "usable",
                "low_confidence_weight_pct": 0,
                "ambiguous_weight_pct": 0,
                "weak_count": 0,
                "low_confidence_tickers": []
            },
            "factor_evidence": {
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                "low_confidence_weight_pct": 100,
                "missing_weight_pct": 100,
                "aligned_weight_pct": 0,
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            "sector_context": {
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                "top_sector": "Technology",
                "top_sector_score": null,
                "top_sector_detail": null
            },
            "market_regime": {
                "selected_code": "",
                "mode": "missing",
                "score": null,
                "weights_pct": {
                    "OSL": 0,
                    "US": 0,
                    "GLOBAL": 0
                },
                "selected_regime": null
            },
            "data_gaps": [
                "Missing grade data for part of the portfolio",
                "Missing dividend quality data for part of the portfolio",
                "Missing lens-specific factor evidence for large parts of the portfolio",
                "Weak factor evidence confidence reduces forward-looking reliability"
            ]
        },
        "insights": [
            {
                "id": "weighted_score",
                "value": -0.9899999999999999911182158029987476766109466552734375,
                "tone": "risk",
                "status_key": "neutral"
            },
            {
                "id": "target_invested_pct",
                "value": 79.900000000000005684341886080801486968994140625,
                "cash_pct": 20.10000000000000142108547152020037174224853515625,
                "stance": "balanced",
                "confidence": 66.599999999999994315658113919198513031005859375,
                "tone": "warn"
            },
            {
                "id": "effective_positions",
                "value": 9.199999999999999289457264239899814128875732421875,
                "tone": "good"
            },
            {
                "id": "largest_position",
                "value": 16,
                "ticker": "TSLA",
                "tone": "good"
            },
            {
                "id": "top_sector",
                "value": 34.7000000000000028421709430404007434844970703125,
                "sector": "Technology",
                "tone": "good"
            },
            {
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                "buy": 10.699999999999999289457264239899814128875732421875,
                "hold": 61.2999999999999971578290569595992565155029296875,
                "sell": 28,
                "tone": "warn"
            },
            {
                "id": "portfolio_trajectory",
                "value": "deteriorating",
                "tone": "risk",
                "confidence": 46.89999999999999857891452847979962825775146484375
            },
            {
                "id": "weighted_beta",
                "value": 2.069999999999999840127884453977458178997039794921875,
                "tone": "risk"
            },
            {
                "id": "macro_alignment",
                "value": 0,
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            },
            {
                "id": "lens_confidence",
                "value": 77.2999999999999971578290569595992565155029296875,
                "tone": "warn"
            }
        ],
        "suggestions": [
            {
                "tone": "warn",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 20.10000000000000142108547152020037174224853515625,
                "invested_pct": 79.900000000000005684341886080801486968994140625,
                "deployment_speed": "gradual"
            },
            {
                "tone": "warn",
                "code": "lift_quality_score",
                "weighted_score": -0.9899999999999999911182158029987476766109466552734375
            },
            {
                "tone": "warn",
                "code": "expand_factor_coverage",
                "missing_weight_pct": 100
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
                    "COIN",
                    "HOOD"
                ]
            }
        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 75000,
            "total_value": 75000,
            "cash_pct": 0,
            "invested_pct": 100,
            "missing_tickers": []
        }
    }
}

PORTIQA 的输出为定量分析，仅供参考，不构成投资建议。请参阅金融免责声明。