FForge Outcome Delivery
AskLivermore Portfolio Tracker — Jill

README

← Back to overview

AskLivermore Portfolio Tracker — Thinkorswim RTD Delivery

Contents

  • AskLivermore Portfolio Tracker - Jill (TOS RTD).xlsx — production workbook with centralized TOS quotes
  • workbook-audit-report.md — structure and transformation audit
  • workbook-audit-report.json — machine-readable audit
  • formula-verification-report.md — per-holding price formula verification
  • formula-verification-report.json — machine-readable formula checks
  • modified-worksheets.json — worksheets touched by this delivery
  • unresolved-issues.json — open issues (if any)

Usage

1. Ensure Thinkorswim is installed, running, and logged in. 2. Open the updated workbook in Microsoft Excel on Windows. 3. Enable automatic calculation; RTD fields on TOS Quotes will stream live data. 4. Portfolio sheets pull Current Price from the quote sheet automatically.

Quote Sheet

All market data flows through TOS Quotes (first tab). Do not embed RTD formulas on portfolio sheets — add new tickers to column A and extend RTD rows, then reference via INDEX/MATCH or named ranges (QuoteLast, etc.).

Tickers covered: 57