portfolio-status Skill
Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters. Published by anthropics in claude-for-legal.
What is portfolio-status Skill?
Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters. Published by anthropics in claude-for-legal. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using claude-for-legal
Technical details
- Install or run with Copy skill directory
When to use portfolio-status Skill
- Use it for developers using claude-for-legal.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/claude-for-legal
- Skill file: litigation-legal/skills/portfolio-status/SKILL.md
What it does
Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.
Skill instructions
/portfolio-status 1. Load ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → risk calibration (defines how to read the risk: field). 2. Follow the workflow and reference below. 3. Parse ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/log.yaml. Filter closed matters by default (include with --all). 4. Produce rollup: risk distribution, deadlines in next 14/30/60 days, matters with no update in 30 days, materiality totals, stage distribution. 5. Flag anomalies — everything marked critical, overdue nextdeadline, matters without outside counsel assigned where risk is medium or high. --- Portfolio Status Purpose One read that answers: what do I own right now, what needs attention, and what's slipping? Output is scannable — designed for a counsel who has three minutes before their next call. Load context - ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/log.yaml — source of truth - ~/.claude/plugins/config/claude-for-legal/litigation-
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Frequently asked questions
What is portfolio-status?
portfolio-status is a open-source AI agent skill with Copy skill directory. Roll up the portfolio from log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies.
Who is portfolio-status best for?
portfolio-status is best for reusing agent instructions, scripts, and references.
How do I install portfolio-status?
Install or run portfolio-status using Copy skill directory. Check portfolio-status for the latest setup command.
Is portfolio-status actively maintained?
portfolio-status may need a closer maintenance check before production use.
Auto-fetched from GitHub.
