Delivered Outcome · v1.1.0
AskLivermore Portfolio Tracker — Jill
Thinkorswim RTD portfolio tracker with centralized TOS Quotes, hourly quote column G on four portfolio tabs, and live Current Price lookups.
DELIVERED
June 23, 2026
Thinkorswim RTD
What Jill gets
58Tickers on TOS Quotes
59Holdings rows
4Portfolio tabs (hourly col G)
25/25Structural audit checks
Portfolio tabs
Core Portfolio Holdings
Core holdings + Jill copy. Column G = hourly quote from TOS Quotes.
10x Portfolio Holdings
Aggressive holdings + Jill copy. Column G = hourly quote from TOS Quotes.
Requirements
Windows + Microsoft Excel (RTD does not work on Mac Excel or Google Sheets).
Thinkorswim must be running and logged in before opening the workbook.
Import HourlyQuoteModule.bas and save as .xlsm for automatic hourly column G refresh.
Live RTD on build machine: Not verified — customer smoke test required with Thinkorswim running.