Customers

CustomerIDNameEmailPhoneNumber
1John Doejohn@example.com1234567890
2Jane Smithjane@example.com0987654321

Accounts

AccountIDCustomerIDAccountTypeBalance
(→ Customers.CustomerID)
11Checking1000.0
22Savings500.0

Assets

AssetIDAccountIDAssetNameAssetValue
(→ Accounts.AccountID)
11Stock A1000.0
22Bond B500.0

Funds

FundIDFundStructureMarketShareTotalAssets
1Hedge Fund2%10000.0
2Hedge Fund5%20000.0
3Mutual Fund2%15000.0
4Mutual Fund3%25000.0

Transactions

TransactionIDFromAccountIDToAccountIDAmountTransactionDate
(→ Accounts.AccountID)(→ Accounts.AccountID)
112-250.02021-10-01
221200.02021-10-02
312-200.02021-10-03
421-250.02021-10-04
512100.02021-10-05

Investments

InvestmentIDAccountIDFundIDShares
(→ Accounts.AccountID)(→ Funds.FundID)
11110
22220
3135
42410
51115