AskLivermore Portfolio Tracker — Jill
Workbook Audit
Workbook Audit Report
Generated: 2026-06-26T19:23:26.723617+00:00 Output workbook: AskLivermore Portfolio Tracker - Jill (TOS RTD).xlsx
Summary
- Central quote sheet: TOS Quotes
- Unique tickers: 57
- Quote rows (one per ticker): 57
- Holdings with live price lookup: 59
- Google Finance formulas remaining: 0
- Embedded RTD outside quote sheet: 0
Modified Worksheets
- TOS Quotes
- Core Portfolio Holdings
- 10X Portfolio Holdings
Quote Architecture
Single source sheet TOS Quotes with one row per ticker:
| Column | Field | RTD Topic |
|---|---|---|
| A | Ticker | (symbol key) |
| B | LAST | LAST |
| C | BID | BID |
| D | ASK | ASK |
| E | MARK | MARK |
| F | NET CHANGE | NET_CHANGE |
| G | PERCENT CHANGE | PERCENT_CHANGE |
| H | VOLUME | VOLUME |
Portfolio Current Price columns use INDEX/MATCH into column B (LAST).
Named Ranges
QuoteAsk→ 'TOS Quotes'!$D$2:$D$58QuoteBid→ 'TOS Quotes'!$C$2:$C$58QuoteLast→ 'TOS Quotes'!$B$2:$B$58QuoteMark→ 'TOS Quotes'!$E$2:$E$58QuoteNetChange→ 'TOS Quotes'!$F$2:$F$58QuotePercentChange→ 'TOS Quotes'!$G$2:$G$58QuoteTable→ 'TOS Quotes'!$A$1:$H$58QuoteTickers→ 'TOS Quotes'!$A$2:$A$58QuoteVolume→ 'TOS Quotes'!$H$2:$H$58
Holdings Price Updates
- Replaced 29 stale static prices with live lookups
- Replaced 30 broken Google Finance formulas
- Total price cells updated: 59
Unresolved Issues
None identified at formula level.
Runtime Verification Notes
Open the workbook with Thinkorswim running and logged in. Excel will request RTD updates from the local tos.rtd COM server. If Thinkorswim is not running, quote cells may show #N/A until the platform connects.
Tickers not subscribed in your Thinkorswim account may fail to resolve.