Financial CRM & Portfolio Database

CS50 SQL final project — relational design for users, clients, investing records, portfolio summaries, and loans.

Core entities

• users — application users with cash and holding balances
• client — client profile and lending attributes
• user_client — a many-to-many link between users and clients
• investing — investing orders and their lifecycle state
• transaction_invest — transaction-level investment summaries
• loan — loan positions, interest, due dates, and payment status

Design choices

• Money is stored as integer cents to avoid floating-point rounding
• Primary and foreign keys protect relationships and delete behavior
• Indexes target common lookup, status, date, and portfolio queries
• Views provide client and portfolio summaries; triggers maintain timestamps

See the ER diagram for the relationship map, or open the sanitized SQLite schema to inspect the implementation.