Clients
| ClientID | ClientName | ContactEmail |
| 1 | John Doe | johndoe@example.com |
| 2 | Jane Smith | janesmith@example.com |
| 3 | Alice Brown | alicebrown@example.com |
| 4 | Bob White | bobwhite@example.com |
| 5 | Charlie Green | charliegreen@example.com |
AccountTypes
| AccountTypeID | TypeName |
| 1 | Checking |
| 2 | Savings |
| 3 | Money Market |
| 4 | CD |
| 5 | IRA |
Accounts
| AccountNumber | InterestRate | Balance | OpenDate | ForeignExchange | Currency | AccountTypeId |
| | | | | | (→ AccountTypes.AccountTypeId) |
| 1 | 0.1 | 10000.0 | 2021-01-01 | 1.1 | USD | 1 |
| 2 | 0.2 | 5000.0 | 2021-02-01 | 1.2 | EUR | 2 |
| 3 | 0.3 | 8000.0 | 2021-03-01 | 1.3 | GBP | 3 |
| 4 | 0.4 | 7000.0 | 2021-04-01 | 1.4 | JPY | 4 |
| 5 | 0.5 | 6000.0 | 2021-05-01 | 1.5 | CAD | 5 |
Investments
| InvestmentID | PurchaseAmount | DateOfPurchase | ClientId | AccountNumber | FundStructure | MarketShare |
| | | (→ Clients.ClientID) | (→ Accounts.AccountNumber) | | |
| 1 | 1000.0 | 2021-01-01 | 1 | 1001 | Hedge Fund | 2% |
| 2 | 2000.0 | 2021-02-01 | 2 | 2001 | Hedge Fund | 5% |
| 3 | 1500.0 | 2021-03-01 | 3 | 3001 | Mutual Fund | 2% |
| 4 | 3000.0 | 2021-04-01 | 4 | 4001 | Mutual Fund | 4% |
| 5 | 5000.0 | 2021-05-01 | 5 | 5001 | Index Fund | 6% |