InvestWise – Financial Portfolio Management System

InvestWise is a fictional but realistic portfolio management platform I designed and implemented as a capstone for my Data & Information Management coursework.

The goal was to model how a small investment firm could manage clients, accounts, assets, and transactions while staying compliant with business and regulatory rules.

Core design

• Relational schema with entities for Client, Account, Asset, Advisor, and Transaction.
• Business rules such as unique client IDs, age restrictions for certain products, and audit-friendly transaction history.
• Carefully designed keys and relationships to enforce integrity and simplify reporting.

Analytics & reporting

• SQL queries to calculate portfolio performance, asset allocation, and risk exposure.
• Views and reports that highlight clients with unusual activity or concentration risk.
• Structure ready for BI tools (e.g., Power BI or Tableau) to sit on top for dashboards.

InvestWise demonstrates my ability to go from business requirements → ER design → SQL implementation → practical reporting in a financial context.