Customers

CustomerIDFirstNameLastNameEmail
1JohnDoejohn.doe@example.com
2JaneSmithjane.smith@example.com
3MichaelBrownmichael.brown@example.com
4EmmaWilsonemma.wilson@example.com
5DavidJacksondavid.jackson@example.com

Accounts

AccountNumberBalanceInterestRateOpenDateCustomerID
(→ Customers.CustomerID)
11000.02.02023-01-011
2800.01.52023-01-022
3700.01.02023-01-033
4600.01.02023-01-044
5900.02.52023-01-055

Stocks

StockSymbolCompanyNameCurrentPrice
AAPLApple Inc.150.0
GOOGAlphabet Inc.2800.0
AMZNAmazon.com Inc.130.0
MSFTMicrosoft Corporation300.0
TSLATesla Inc.200.0

Investments

InvestmentIDAccountNumberStockSymbolQuantityPurchaseDate
(→ Accounts.AccountNumber)(→ Stocks.StockSymbol)
11AAPL102023-01-01
21GOOG52023-01-01
32AMZN202023-01-02
42MSFT102023-01-02
53TSLA152023-01-03

Transactions

TransactionIDAccountNumberAmountTypeDate
(→ Accounts.AccountNumber)
11200.0Deposit2023-01-01
21-50.0Withdrawal2023-01-02
32300.0Deposit2023-01-03
42-100.0Withdrawal2023-01-04
53150.0Deposit2023-01-05

PortfolioPerformance

PerformanceIDInvestmentIDStock_AllocationInvestment_Portfolios
(→ Investments.InvestmentID)
110.51000.0
220.34500.0
330.22000.0
440.48000.0
550.67200.0