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Running Total Inflows Query
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Running Total Inflows Query

MediumSQL · PostgreSQL

Problem

Write a query to find the running total of investment inflows for a specific Morningstar portfolio over time.

Use the supplied portfolio and inflow records. Treat a NULL inflow amount as zero and include only portfolio MG-GA.

Output

  1. One row per date with inflows for that portfolio.
  2. Columns: portfolio_name, inflow_date, daily_inflow, and running_total.
  3. Sort by inflow_date ascending.

Schema

portfolios
ColumnTypeDescription
portfolio_idPKINTUnique portfolio identifier
portfolio_codeVARCHAR(20)Portfolio business code
portfolio_nameVARCHAR(150)Display name of the portfolio
portfolio_statusVARCHAR(20)Current portfolio status
investment_inflows
ColumnTypeDescription
inflow_idPKINTUnique inflow record identifier
portfolio_idINTPortfolio receiving the inflow
inflow_dateDATEDate the inflow was recorded
inflow_amountNUMERIC(14,2)Investment inflow amount in USD
sourceVARCHAR(40)Origin of the inflow
Tablesportfoliosinvestment_inflows
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