Cliend and Portfolios
GT defines a client from the aggregation of all portfolios and watchlists. It also contains information on the evaluation of all portfolios. A client can contain one or more portfolios, the number of possible portfolios is limited. The following entity relationship diagram shows the relationships between these private data. From this we can see, for example, that an account is assigned to a portfolio.
erDiagram
Client ||--|{ Portfolio : has
Portfolio ||--|{ Account : has
Portfolio ||--|{ Securities-Account : has
Client ||--|{ Watchlist : has
Watchlist }o--|{ Instrument : has
Account ||--|{ Transaction : has
Transaction |o--o| Transaction : references
Transaction }o--o| Instrument : references
Transaction }o--o| Securities-Account : references