Clients

ClientIDClientNameContactEmail
1John Doejohndoe@example.com
2Jane Smithjanesmith@example.com
3Alice Brownalicebrown@example.com
4Bob Whitebobwhite@example.com
5Charlie Greencharliegreen@example.com

AccountTypes

AccountTypeIDTypeName
1Checking
2Savings
3Money Market
4CD
5IRA

Accounts

AccountNumberInterestRateBalanceOpenDateForeignExchangeCurrencyAccountTypeId
(→ AccountTypes.AccountTypeId)
10.110000.02021-01-011.1USD1
20.25000.02021-02-011.2EUR2
30.38000.02021-03-011.3GBP3
40.47000.02021-04-011.4JPY4
50.56000.02021-05-011.5CAD5

Investments

InvestmentIDPurchaseAmountDateOfPurchaseClientIdAccountNumberFundStructureMarketShare
(→ Clients.ClientID)(→ Accounts.AccountNumber)
11000.02021-01-0111001Hedge Fund2%
22000.02021-02-0122001Hedge Fund5%
31500.02021-03-0133001Mutual Fund2%
43000.02021-04-0144001Mutual Fund4%
55000.02021-05-0155001Index Fund6%