--- title: Basic tables slug: basic-tables docTags: createdAt: 2024-01-03T09:20:59.724Z --- The basic tables in our Investment Proposal Engine are designed to present generic data in a clear and straightforward manner. They are ideal for displaying standard information and their simplicity ensures that essential data is easily understood at a glance. In this section, you can find examples of all tables we have available for usage. To make it simple, they are presented per page in Deep Alpha: # Client information tables The tables for investor information serves the purpose of presenting information about the investor, as captured in the client information page. The following tables are available: ### Investor information table: ::Image[ ]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/YvL53wcL0jwMKF6wOWD26_cleanshot-2024-01-03-at-1056122x.png" size="70" width="1318" height="474" position="center" showCaption="false"} ### Contact persons table: ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/CPViH7fqWHl9rrD82L3NT_cleanshot-2024-01-03-at-1109172x.png" size="70" width="1744" height="186" position="center" caption="Contact persons table" alt="Contact persons table" showCaption="true"} # KYC Table The tables for investor information serves the purpose of presenting information collected in the KYC page. The following tables are available: ## KYC information table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/m-0FZ5HwaLQ0-cUVO_kSw_cleanshot-2024-01-03-at-1118072x.png" size="70" width="1774" height="294" position="center" showCaption="false"} ## Signature rights table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/clpLw2VLgE2g2ij59gjUC_cleanshot-2024-01-03-at-1120162x.png" size="70" width="1768" height="186" position="center" caption="Signature rights table" alt="Signature rights table" showCaption="true"} ## UBO table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/Tn_rtPxfT7i9Tb_7XJm0g_cleanshot-2024-01-03-at-1122592x.png" size="70" width="1768" height="186" position="center" caption="UBO table" alt="UBO table" showCaption="true"} # Advice information The tables for advice information serves the purpose of presenting information collected in the advice information page. The following table is available and it reflects your configuration of the advice information page. ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/fnub6HdQvDMwtzUlSyiWD_cleanshot-2024-01-03-at-1128322x.png" size="70" width="1758" height="140" position="center" caption="Advice information Table" alt="Advice information Table" showCaption="true"} # Purpose and risk The tables for purpose and risk serves the purpose of presenting information collected in the purpose and risk page. The following tables are available: ## Goals table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/ZFeM68pJSa9TRg2lqoViF_cleanshot-2024-01-03-at-1136312x.png" size="70" width="1806" height="224" position="center" showCaption="false"} ## Risk table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/lZc16rljtobUoKv5-WlVt_cleanshot-2024-01-03-at-1133562x.png" size="70" width="1750" height="196" position="center" caption="Risk Table" alt="Risk Table" showCaption="true"} # Knowledge and experience The tables for knowledge and experience serves the purpose of presenting information collected in the knowledge and experience page. The following tables are available: ## Knowledge and experience table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/1s1NvVD2Ifb_TEHMt2YOD_cleanshot-2024-01-03-at-1236292x.png" size="70" width="1760" height="426" position="center" caption="Knowledge and experience table" alt="Knowledge and experience table" showCaption="true"} ## Advanced suitability table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/MmGP8yVJQwzuIMa9UQaFm_cleanshot-2024-01-03-at-1246102x.png" size="70" width="1764" height="878" position="center" caption="Advanced suitability" alt="Advanced suitability" showCaption="true"} # Financial situation The tables for financial serves the purpose of presenting information collected in the financial situation page. The following tables are available: ## Financial situation table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/U5-4HPsuHQZ1amoVnj_Ll_cleanshot-2024-01-03-at-1251502x.png" size="70" width="1762" height="442" position="center" alt="Financial situation table" showCaption="false"} This table can be configured to only show asset or debt. ## Liquidity table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/EYk3cg1wmlu4MkwV6nOmy_cleanshot-2024-01-03-at-1253222x.png" size="70" width="1760" height="338" position="center" caption="Liquidity table" alt="Liquidity table" showCaption="true"} ## Accounting figures table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/RlRMN70IEtfcF_FYUaydK_cleanshot-2024-01-03-at-1258132x.png" size="70" width="1814" height="528" position="center" alt="Accounting figures table" showCaption="false"} ## Amount for advice - items ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/RUQVSGfzLQRC3vgBjXCsk_cleanshot-2024-01-03-at-1301262x.png" size="70" width="1772" height="316" position="center" caption="Amount for advice - items" alt="Amount for advice - items" showCaption="true"} ## Amount for advice - asset class ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/F0Q3K-Msbc5wCUKRsf_6c_cleanshot-2024-01-03-at-1302042x.png" size="70" width="1762" height="252" position="center" alt="Amount for advice - asset class" showCaption="false"} # Sustainability ## Sustainability assessment table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/eN2Oj2Qn6Lxlr26AgwBQi_cleanshot-2024-01-03-at-1314062x.png" size="70" width="1754" height="798" position="center" caption="Sustainability assessment table " alt="Sustainability assessment table " showCaption="true"} ## Alignment criteria table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/mWv60NlQpdgXTCeXLFlWp_cleanshot-2024-01-03-at-1306212x.png" size="70" width="1752" height="728" position="center" showCaption="false"} ## Preference criteria table ::Image[Alignment tables]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/kvO7PNKXodylvcNtJSVhf_cleanshot-2024-01-03-at-1319522x.png" size="70" width="1790" height="898" position="center" alt="Preference criteria table" showCaption="false"} # Advisory The tables for financial serves the purpose of presenting information collected in the advisory page. These tables gives insight into the selected saving plan and the selection of product platform. The following tables are available: ## Investment plan details table ![Investment plan details table](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/4u0PuIaefIdpvVpb_fskj_cleanshot-2024-01-03-at-1344302x.png "Investment plan details table") ## Product platform table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/mekzde6FVNSCbqe0d137K_cleanshot-2024-01-03-at-1338382x.png" size="70" width="1764" height="344" position="center" caption="Product platform table" alt="Product platform table" showCaption="true"} # Proposal page The tables for financial serves the purpose of presenting information presented in the proposal page. These tables gives insight into the selected saving plan and portfolio. The following tables are available: ## Investment plan statistics ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/wFYJDhvJN5eNFn5rBHXgO_cleanshot-2024-01-03-at-1343322x.png" size="70" width="1720" height="224" position="center" caption="Investment plan statistics" alt="Investment plan statistics" showCaption="true"} ## Cashflow goal table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/KA4UDbHRdgCjgz2bB89Ly_cleanshot-2024-01-03-at-1352072x.png" size="70" width="1754" height="194" position="center" caption="Cashflow goal table" alt="Cashflow goal table" showCaption="true"} ## Cashflow years table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/5KjawkS2M9EgsXyiYsw1D_cleanshot-2024-01-03-at-1354172x.png" size="70" width="1766" height="752" position="center" caption="Cashflow years table" alt="Cashflow years table" showCaption="true"} ## Historical development table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/l1N9vXYObMk4a_tNOP-NB_cleanshot-2024-01-03-at-1400262x.png" size="70" width="1764" height="182" position="center" caption="Historical development table" alt="Historical development table" showCaption="true"} ## Expected path table Picture to be inserted ## Expected value table ![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/df8EvFQJjkPkHDR2nI_fi_cleanshot-2024-01-03-at-1439432x.png) ## Cost tables ### Fees summary table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/xxx7DI_W3IIPMn-XkBd_Q_cleanshot-2024-01-03-at-1527022x.png" size="70" width="1152" height="286" position="center" alt="Fees summary table " showCaption="false"} ### Aggregated ongoing fees table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/0lSeY015llInTAE30wtso_cleanshot-2024-01-03-at-1520402x.png" size="70" width="1762" height="488" position="center" caption="Aggregated ongoing fees table" alt="Aggregated ongoing fees table" showCaption="true"} ### Aggregated cost effect table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/lJgzuO0Psg6TokHgxxg9d_cleanshot-2024-01-03-at-1526272x.png" size="70" width="1754" height="414" position="center" caption="Aggregated cost effect table " alt="Aggregated cost effect table " showCaption="true"} ### Ongoing fees amount table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/uk2c7PwF567I_k6R1MCaz_cleanshot-2024-01-03-at-1527562x.png" size="70" width="1766" height="648" position="center" alt="Ongoing fees amount table " showCaption="false"} ### Ongoing fees percentage table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/sp9bThC6jps4NkVU6bi2Q_cleanshot-2024-01-03-at-1527312x.png" size="70" width="1760" height="640" position="center" caption="Ongoing fees percentage table" showCaption="true"} ## Order summary tables ### Buy order table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/-ECGe59To9B2x05w1En3X_cleanshot-2024-01-03-at-1511452x.png" size="70" width="1646" height="622" position="center" caption="Buy order table" alt="Buy order table" showCaption="true"} ### Monthly order table ::Image[]{src="https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/gqwUFnG46Tbr5Z7PWOhev_cleanshot-2024-01-03-at-1513022x.png" size="70" width="1760" height="660" position="center" caption="Monthly order table " alt="Monthly order table " showCaption="true"} #