Project overview
Tim screens holdings and watchlist candidates using return on invested capital, sustainable revenue growth, and free cash flow, with additional research around earnings dates. It can track selected 13F filings for conviction overlap and summarize portfolio quality and risk metrics. The advisor is explicitly read-only: it proposes changes but never edits the portfolio without the owner's approval.
Repository facts
- Primary language
- Not detected
- License
- Not publicly identified
- Repository updated
- Apr 22, 2026
- Default branch
- main
Resource types
General skill
Use cases
Finance, legal and compliance
Platforms
Claude Code, Codex, and more