Customers

CustomerIDNameAddress
1John Smith123 Main St
2Jane Doe456 Oak Ave
3Alice Brown789 Pine Blvd
4Bob White101 Elm St
5Carol Green202 Maple Dr

Accounts

AccountNumberBalanceInterestRateOpenDateCustomerID
(→ Customers.CustomerID)
11000.00.052021-01-011
22000.00.032021-02-012
33000.00.042021-03-013
44000.00.022021-04-014
55000.00.062021-05-015

Transactions

TransactionIDAmountDateAccountNumber
(→ Accounts.AccountNumber)
1-500.02021-01-151
2300.02021-02-152
3-200.02021-03-153
4400.02021-04-154
5-1000.02021-05-155

InvestmentPortfolios

PortfolioIDCustomerIDOpenEndFundsMonthTotalInvestments
(→ Customers.CustomerID)
11Money Market FundJanuary10000.0
22Money Market FundFebruary15000.0
33Bond FundJanuary20000.0
44Bond FundFebruary25000.0
55Stock FundJanuary30000.0