Investment Portfolio
A professional investment portfolio management database schema for wealth management and brokerage platforms. Includes investor profiles with risk tolerance, multi-portfolio management, asset catalog covering stocks, bonds, ETFs and crypto, trade execution with order types and settlement, and dividend distribution tracking. Perfect for building robo-advisors, portfolio trackers, brokerage platforms, or wealth management SaaS applications.
Created with ERD Studio
Tables in this template
investorsInvestors
8 colsportfoliosPortfolios
8 colsportfolio_allocationsPortfolio Allocations
7 colsassetsAssets
7 colsasset_pricesAsset Prices
8 colstradesTrades
10 colsdividendsDividends
8 colswatchlistsWatchlists
4 colswatchlist_itemsWatchlist Items
6 colsreportsReports
7 cols