clients
client_id | first_name | last_name | email | phone_number |
1 | John | Doe | john.doe@example.com | 123-456-7890 |
2 | Jane | Smith | jane.smith@example.com | 098-765-4321 |
accounts
account_id | client_id | balance | interest_rate |
| (→ clients.client_id) | | |
1 | 1 | 5000.0 | 0.01 |
2 | 2 | 10000.0 | 0.02 |
dividends
id | description | amount | payout_date | fund_type |
1 | Annual Dividend | 500.0 | 2022-01-01 | Stock |
2 | Quarterly Dividend | 200.0 | 2022-04-01 | Bond |
closed_end_funds
fund_id | ticker | net_assets | expense_ratio | dividends_table_id |
| | | | (→ dividends.id) |
1 | ABCD | 1000000.0 | 0.01 | 1 |
2 | EFGH | 1500000.0 | 0.02 | 2 |
exchange_traded_funds
fund_id | ticker | net_assets | expense_ratio | dividends_table_id |
| | | | (→ dividends.id) |
1 | XYZA | 2000000.0 | 0.01 | 1 |
2 | LMNO | 2500000.0 | 0.02 | 2 |