Clients
ClientID | FirstName | LastName | Email |
1 | John | Doe | john@example.com |
2 | Jane | Smith | jane@example.com |
3 | Alice | Brown | alice@example.com |
4 | Bob | White | bob@example.com |
5 | Carol | Black | carol@example.com |
Accounts
AccountID | ClientID | AccountType | Balance |
| (→ Clients.ClientID) | | |
1 | 1 | Checking | 2000.0 |
2 | 1 | Savings | 3000.0 |
3 | 2 | Checking | 5000.0 |
4 | 2 | Savings | 6000.0 |
5 | 3 | Checking | 7000.0 |
6 | 3 | Savings | 8000.0 |
Pensions
PensionID | ClientID | Retirement_Savings | Rate_of_return | ContributionAmount |
| (→ Clients.ClientID) | | | |
1 | 1 | Pension Plan | 5% | 1000.0 |
2 | 2 | Pension Plan | 7% | 1200.0 |
3 | 3 | Brokerage Account | 5% | 900.0 |
4 | 4 | Brokerage Account | 8% | 1100.0 |
Investments
InvestmentID | AccountID | Ticker | Shares | PricePerShare | TotalInvestment |
| (→ Accounts.AccountID) | | | | |
1 | 1 | AAPL | 50 | 150.0 | 7500.0 |
2 | 1 | GOOG | 30 | 1200.0 | 36000.0 |
3 | 2 | AMZN | 40 | 1100.0 | 44000.0 |
4 | 2 | MSFT | 20 | 200.0 | 4000.0 |
5 | 3 | TSLA | 30 | 300.0 | 9000.0 |