Audit — Every Tab, First 10 Rows
📈 MIS v2 Sheet — All-32-Tab Deep Audit
Generated: Wednesday, July 1 2026 · 7:59 PM EDT (NY)
MIS engine-fix session · sheet "MIS v2" 1N2v-MDDi_vv0uyD90HQvDjylKG7mGkKXydU_nEFJGIM · deploy @135 · workspace fcba30d
Source: fn=tabdump (read-only probe — name/dims/first-10-rows/last-row/formula-count per tab), live 7:57 PM
TL;DR (index)
- One sheet IS everything — the v2 spreadsheet holds all 32 tabs; the web app is just a window over it. See "Where MIS connects".
- Engine core: all LIVE and correct at 237 — see "Live core". Two repairs made during this audit (recon tab was frozen at Jun 4; nightly snapshot trigger was dead since Jun 5).
- 4 stale feeds + 3 empty scaffolds + 2 archive candidates — the honest "intimated but not real" list, see those sections.
- Parallel-session check: clean — the other Fable session touched Mildred/Cloudflare only; zero MIS files.
Where MIS connects (the answer to "where are you supposed to be connected to?")
Everything is ONE Google Sheet — "MIS v2" (the clasp-bound parent of MIS/v2/Code.gs). Yes, you can see all of it in the sheet: every score, verdict, holding, ledger, and log lives in its 32 tabs. The phone surfaces (cockpit/watchlist/brief) render FROM these tabs; nothing lives only in code. The old v1/v11 sheets are retired (triggers killed Jun 2).
| Feed | Into | Status |
|---|
| GOOGLEFINANCE (in-sheet) | Momentum_Engine + Snapshot formulas (237 rows), Market, Daily_Snapshot | LIVE |
| Schwab API (real-time) | Watchlist quotes · acct 898 book/recon · quote crosschecks | LIVE token OK 6/30 |
| Fidelity Position Summary email (5:31 PM daily) | HOLDINGS_CLEAN + HOLDINGS_META via the 6:10 PM trigger | LIVE fixed tonight @133 (note: email carries prev-close marks) |
| Finnhub | Tickers earnings/mcap metadata (40/day rolling, 6:20 AM) | BACKFILLING ~5 days to cover the 210 new names |
| Coinbase | Market tab gold/oz + BTC | LIVE |
| Broker trade-confirm emails | TRADE_LOG (5:30 PM trigger) | LIVE (1 trade captured 6/29) |
Live core — healthy at 237 all fresh 7/1
| Tab | Size | Read |
|---|
| Momentum_Engine | 237×56 live formulas | The brain. Real today's tape: AMAT −10%, INTC −9%, ASML −7.4%, META +8.8%. Post-fix SACS/RS columns live. |
| Snapshot | 237×58 live formulas | Risk/gate layer; new Target%/real-RR/ATR-floor columns live. |
| FINAL_STATE_ENGINE | 237 verdicts, AsOf 7/1 | Gates firing correctly on a violent day: SHOCK_DOWN on INTC/ASML/AMAT, SHOCK_UP on META (+8.8%), SOXX RISK_FAIL (real RR 1.47), EXTENDED on SPY/QQQ/ABBV. |
| Tickers | 237 + header | All 237 named/sectored/typed ✓. Earnings dates on originals; new adds backfilling via Finnhub. |
| HOLDINGS_CLEAN | 29 pos, "email-EOD 2026-07-01" | Today's broker rows ✓. ORCL −30.7% and AMT −8.7% (the engine's two EXIT calls). ⚠ SPCX has no cost basis (P&L blank) — one broker number needed. |
| Price_History | 4,024 rows | Long table, now fed daily for ALL 237 (fix 7). Last row = today. |
| RECO_HISTORY | 118 calls since 6/12 | The self-grading ledger — today's ADD/STARTER/TRIM/EXIT logged; 1d/3d/5d returns start filling tomorrow. |
| FINAL_STATE_HISTORY | 906 rows 5/27→7/1 | Every verdict ever, accumulating ✓. |
| Market / Daily_Snapshot | live | S&P 7,483 −0.22% · VIX 16.59 NORMAL · Gold $4,131 −4.3% · BTC $62,210 −1.4%. |
| Sector_Map | live formulas | Aggregates now span the full 237 ($260 ranges). |
| Portfolio_Reconciliation | rebuilt 7:58 PM | Was frozen at Jun 4 ($22,135-era) — the tab only updates via fn=buildportrecon. Rebuilt during this audit: now shows today's $25,078 board. (The live recon was always computed fresh; the TAB was the stale copy.) |
| RUN_LOG / DIAGNOSTICS | 1,531 rows / Schwab OK 6/30 | Full engine audit trail ✓, now also readable via fn=runlog. |
| Reference_Rules · Wash_Sale · Decisions · Position_Costs · Realized_PnL · TRADE_LOG · Ideas | — | Working ledgers/dials. Wash-sale mechanism proven (ORCL block ran 5/27–6/26, now expired). Position_Costs = 113 broker-truth costs (5/29 bulk + auto-join on import). TRADE_LOG thin but real (META 6/29 buy auto-captured). |
Stale feeds — built, worked once, no schedule 4
| Tab | Last fed | Verdict |
|---|
| NEWS_CACHE | Jun 3 | fn=news works but nothing triggers it — 4 weeks stale. Wire to a daily trigger or park deliberately. |
| Data_Crosscheck | Jun 3 | GF-vs-Finnhub price crosscheck, manual-only. Useful at 237 — schedule candidate. |
| Integrity_Check | Jun 3 | Manual-only, AND its "Weight ≥12" check is miscalibrated (half the Setup weights are <12 by design — permanent false FAIL). Superseded in practice by fn=health (which IS current). |
| Performance_Snapshots | gap Jun 5→Jul 1 | The 22:00 nightly snapshot trigger died ~Jun 5 (it wasn't in the Jun-30 rearm list) — re-armed during this audit. ⚠ Its Total_MV is GROSS incl. sweep (the "$33,659" phantom lives here) — equity truth is the recon NET, not this column. |
Empty scaffolds — intimated, never fed 3
| Tab | What it was meant to be | Reality |
|---|
| Position_Intent | Per-position thesis/horizon/bucket (the INTENT dimension the verdict doctrine wants — swing vs core) | Headers only, 0 rows. The most valuable empty tab — the "why do you hold X" thesis-cadence item from your Sunday list would live here. |
| Ticker_Memory | Per-ticker memory (ever-held, past verdicts, do-not-buy) | Headers only. Partially superseded by FINAL_STATE_HISTORY + Wash_Sale. |
| FORWARD_NOTE | Session-to-session engine notes | Headers only, never used. |
Archive candidates + cosmetic notes
- History (47-col wide GF table, ~15 tickers): superseded by the long Price_History; kept per no-drift migration. Archive after a week of clean 237-wide appends.
- EARNINGS_MASTER (INTC/NVDA only, 5/27): vestigial — earnings now live in Tickers col J via Finnhub. Archive candidate.
- Catalyst_Engine (empty headers): the deprecated EventImpact feed — intentionally dead (weight 0), kept for audit. Correct as-is.
- Tickers B–E prices are static values, not live formulas (AAPL shows $291.13 vs Momentum's live $294.38). Cosmetic only — no scoring path reads Tickers prices (Momentum pulls its own GF; watchlist uses Schwab). Beta (col D) is the one consumer-visible field; refresh via fn=refillmeta if it matters.
- CONTROL still says "v2-phase1" from 5/26 — a birth certificate, not live state.
Parallel-session check + how you're doing today
Collision check: CLEAN. The other Fable session's commits since mine touch Mildred's Cloudflare Access gate + docs only — zero MIS files, zero MIS-repo commits, Code.gs untouched by anyone else. The MIS court held.
Your book today (7/1): a violent, two-sided tape — META +8.8% (your largest position, ~$16.4K across 600/5692/5378/4073) drove account 600 up ~$570 on the day, while semis got hit (AMAT −10%, INTC −9%, ASML −7.4%, SOXX −6.4%). Canonical equity: $25,078 control-basis / ~$25.9K live across all 5 accounts. The two engine EXIT calls (ORCL −30.7%, AMT −8.7% vs cost) remain the honest sore spots. July's 2.5% clock baseline seeds from today.