{
  "format": "dataset-manifest/1",
  "slug": "smart-savings-and-investment-app",
  "version": 1,
  "seed": "smart-savings-and-investment-app:1",
  "spec": {
    "format": "dataset/1",
    "slug": "smart-savings-and-investment-app",
    "name": "Investment and Savings Analytics",
    "tagline": "User accounts, investment portfolios, transactions, and budgeting behavior for wealth management analytics.",
    "description": "Clients engage in wealth management and financial planning through a comprehensive savings and investment application. This dataset models user accounts, investment portfolios, transaction histories, credit scores, and budgeting behaviors, reflecting the diverse investment strategies users adopt. A common trend observed is a heavier allocation towards equities compared to fixed income, while most users maintain a basic savings account. A smaller subset actively tracks intricate investment portfolios that may include alternative assets. This synthetic dataset is designed to help developers practice SQL queries, conduct analyses, and teach financial data management, allowing for exploration of how users manage their finances over time and the relationships between their savings and investment behaviors.",
    "domain": "banking",
    "shape": "ledger",
    "useCases": [
      "sql-practice",
      "teaching"
    ],
    "keywords": [
      "investment",
      "savings",
      "portfolio",
      "transactions",
      "credit score",
      "budgeting",
      "wealth management",
      "financial planning"
    ],
    "locale": "en",
    "license": "CC0-1.0",
    "version": 1,
    "tables": {
      "users": {
        "description": "This table contains user account details, linking each user to their respective investment portfolios and transaction histories.",
        "rows": 300,
        "columns": {
          "user_id": {
            "kind": "pk",
            "description": "Unique identifier for each user."
          },
          "full_name": {
            "kind": "fullName",
            "description": "The full name of the user."
          },
          "email": {
            "kind": "email",
            "from": "full_name",
            "description": "User's email address for account notifications."
          },
          "created_at": {
            "kind": "datetime",
            "from": "2020-01-01",
            "to": "2023-12-31",
            "description": "Account creation date.",
            "dayProfile": "business"
          },
          "credit_score": {
            "kind": "int",
            "min": 300,
            "max": 850,
            "description": "User's credit score."
          }
        }
      },
      "portfolios": {
        "description": "This table includes investment portfolios for each user, detailing their asset allocation and investment strategies.",
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        "via": "user_id",
        "columns": {
          "portfolio_id": {
            "kind": "pk",
            "description": "Unique identifier for the investment portfolio."
          },
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            "kind": "fk",
            "ref": "users.user_id",
            "description": "Foreign key linking to the user."
          },
          "equity_allocation": {
            "kind": "decimal",
            "min": 0,
            "max": 1,
            "scale": 2,
            "description": "Fraction of the portfolio allocated to equities."
          },
          "fixed_income_allocation": {
            "kind": "decimal",
            "min": 0,
            "max": 1,
            "scale": 2,
            "description": "Fraction of the portfolio allocated to fixed income."
          },
          "alternative_assets": {
            "kind": "decimal",
            "min": 0,
            "max": 1,
            "scale": 2,
            "description": "Fraction of the portfolio allocated to alternative assets."
          }
        }
      },
      "transactions": {
        "description": "This table keeps track of all financial transactions for users, linking to their respective portfolios.",
        "rows": 700,
        "via": "user_id",
        "columns": {
          "transaction_id": {
            "kind": "pk",
            "description": "Unique identifier for each transaction."
          },
          "user_id": {
            "kind": "fk",
            "ref": "users.user_id",
            "description": "Foreign key linking to the user."
          },
          "amount": {
            "kind": "decimal",
            "min": 1,
            "max": 10000,
            "scale": 2,
            "description": "Transaction amount."
          },
          "transaction_date": {
            "kind": "datetime",
            "from": "2021-01-01",
            "to": "2023-12-31",
            "description": "Date when the transaction occurred.",
            "trend": "growing"
          },
          "type": {
            "kind": "enum",
            "values": [
              "deposit",
              "withdrawal",
              "investment",
              "dividend"
            ],
            "description": "Type of transaction."
          }
        }
      },
      "budgeting": {
        "description": "This table tracks user budgeting behaviors, including their monthly income and expenditure.",
        "rows": 300,
        "via": "user_id",
        "columns": {
          "budget_id": {
            "kind": "pk",
            "description": "Unique identifier for the budgeting record."
          },
          "user_id": {
            "kind": "fk",
            "ref": "users.user_id",
            "description": "Foreign key linking to the user."
          },
          "monthly_income": {
            "kind": "decimal",
            "min": 1000,
            "max": 20000,
            "scale": 2,
            "description": "User's monthly income."
          },
          "monthly_expenditure": {
            "kind": "decimal",
            "min": 0,
            "max": 20000,
            "scale": 2,
            "description": "User's monthly expenditure."
          },
          "savings_rate": {
            "kind": "decimal",
            "min": 0,
            "max": 1,
            "scale": 2,
            "description": "Fraction of income saved each month."
          }
        }
      },
      "investment_strategies": {
        "description": "This table outlines various investment strategies employed by users, linked to their portfolios.",
        "rows": 150,
        "via": "portfolio_id",
        "columns": {
          "strategy_id": {
            "kind": "pk",
            "description": "Unique identifier for each investment strategy."
          },
          "portfolio_id": {
            "kind": "fk",
            "ref": "portfolios.portfolio_id",
            "description": "Foreign key linking to the portfolio."
          },
          "strategy_type": {
            "kind": "enum",
            "values": [
              "growth",
              "income",
              "value",
              "speculative"
            ],
            "description": "Type of investment strategy."
          },
          "risk_tolerance": {
            "kind": "enum",
            "values": [
              "low",
              "medium",
              "high"
            ],
            "description": "User's risk tolerance level."
          }
        }
      }
    },
    "structure": "multi-table",
    "traits": [
      "monetary",
      "timestamped",
      "categorical"
    ],
    "analysisQuestions": [
      "What is the average credit score among users?",
      "How do investment allocations vary between different user demographics?",
      "Which investment strategies yield the highest returns?",
      "What percentage of users exceed their monthly budget?",
      "How does the allocation between equities and fixed income change over time?"
    ],
    "suggestedQueries": [
      {
        "title": "Retrieve User Information",
        "sql": "SELECT * FROM users WHERE credit_score > 700;",
        "dialect": "postgres"
      },
      {
        "title": "Aggregate Transaction Amounts",
        "sql": "SELECT user_id, SUM(amount) FROM transactions GROUP BY user_id;",
        "dialect": "postgres"
      },
      {
        "title": "Investment Strategy Analysis",
        "sql": "SELECT strategy_type, COUNT(*) FROM investment_strategies GROUP BY strategy_type;",
        "dialect": "postgres"
      },
      {
        "title": "Monthly Budget Comparison",
        "sql": "SELECT user_id, monthly_income, monthly_expenditure FROM budgeting WHERE monthly_expenditure > monthly_income;",
        "dialect": "postgres"
      },
      {
        "title": "Portfolio Performance Over Time",
        "sql": "SELECT p.portfolio_id, AVG(t.amount) FROM portfolios p JOIN transactions t ON p.user_id = t.user_id GROUP BY p.portfolio_id;",
        "dialect": "postgres"
      }
    ],
    "usageScenarios": [
      {
        "title": "Financial Analysts",
        "body": "Financial analysts can utilize this dataset to evaluate user behavior in investment strategies, helping to identify trends in saving and spending habits. By analyzing transaction data alongside portfolio performances, they can offer tailored advice to improve financial outcomes."
      },
      {
        "title": "Educators in Finance",
        "body": "Instructors teaching finance and investment can leverage this dataset to create real-world case studies. Students can practice SQL queries, conduct statistical analyses, and better understand the dynamics of personal finance and investment management."
      },
      {
        "title": "App Developers",
        "body": "Developers building financial applications can use this dataset to test and refine features related to budgeting and investment tracking. By simulating user behaviors, they can ensure that their applications meet user needs effectively and provide valuable insights."
      },
      {
        "title": "Investment Advisors",
        "body": "Investment advisors can analyze portfolio allocations and performance metrics to recommend personalized investment strategies to their clients. By understanding the effectiveness of various investment approaches, they can enhance their advisory services."
      }
    ]
  },
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    "budgeting": 300,
    "portfolios": 250,
    "investment_strategies": 150,
    "transactions": 700
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