clients

client_idfirst_namelast_nameemailphone_number
1JohnDoejohn.doe@example.com123-456-7890
2JaneSmithjane.smith@example.com098-765-4321

accounts

account_idclient_idbalanceinterest_rate
(→ clients.client_id)
115000.00.01
2210000.00.02

dividends

iddescriptionamountpayout_datefund_type
1Annual Dividend500.02022-01-01Stock
2Quarterly Dividend200.02022-04-01Bond

closed_end_funds

fund_idtickernet_assetsexpense_ratiodividends_table_id
(→ dividends.id)
1ABCD1000000.00.011
2EFGH1500000.00.022

exchange_traded_funds

fund_idtickernet_assetsexpense_ratiodividends_table_id
(→ dividends.id)
1XYZA2000000.00.011
2LMNO2500000.00.022