AskLivermore Portfolio Tracker — Jill

Reality Verification

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Reality Verification Report

Generated: 2026-06-26T19:24:39.761965+00:00 Workbook: AskLivermore Portfolio Tracker - Jill (TOS RTD).xlsx

Environment

  • Thinkorswim running: No
  • Processes: none
  • tos.rtd COM registered: No
  • Live Excel RTD test: Skipped — Thinkorswim not running / tos.rtd not registered — Excel COM skipped to avoid RTD hang

Checklist

CheckResult
1. Thinkorswim runningFAIL
2. RTD formulas resolve (live)FAIL
3. AAPL MSFT NVDA populate (live)FAIL
4. Five random holdings populate (live)FAIL
5. Current Value links to price (structural)PASS
6. No RTD errors (live)FAIL
S. Canary RTD formulas validFAIL
S. All holdings reference TOS QuotesPASS

Canary Tickers

TickerOn sheetRTD validLive LAST
AAPLYesYesnot tested
MSFTNoNonot tested
NVDAYesYesnot tested

Random Holdings (structural)

  • 10X Portfolio Holdings ANET H21: refs TOS Quotes=True, Current Value links price=True
  • Core Portfolio Holdings CRWV I17: refs TOS Quotes=True, Current Value links price=True
  • Core Portfolio Holdings AMGN I11: refs TOS Quotes=True, Current Value links price=True
  • 10X Portfolio Holdings QCOM H28: refs TOS Quotes=True, Current Value links price=True
  • Core Portfolio Holdings MDB I27: refs TOS Quotes=True, Current Value links price=True

Repairs

  • MSFT canary row on TOS Quotes (row 59) — added for verification; not a portfolio holding

Root Cause

  • Live RTD: Thinkorswim process not detected on this machine. *Repair:* Start Thinkorswim and log in, then reopen workbook in Excel
  • tos.rtd COM: HKCR\tos.rtd not registered — Thinkorswim RTD server unavailable. *Repair:* Install/start Thinkorswim; RTD registers when platform runs

Verdict

Workbook structure verified; live RTD NOT verified on this machine.

Thinkorswim is not running and tos.rtd is not registered. This is an environment blocker, not a workbook defect. Start Thinkorswim on the customer PC, open the workbook in Excel, and confirm TOS Quotes populates before marking live verification complete.