General skillFinance, legal and compliance

tim-investing

Track a concentrated long-term portfolio through ROIC, growth, and free cash flow.

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Updated Apr 22, 2026

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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

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