Individual skill

portfolio-status

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.

litigation-legal/skills/portfolio-status/SKILL.md

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Last checked: Nov 9, 2026

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Repository stars (not skill ratings): 9,986
Repository last updated: Nov 8, 2026
License: Apache-2.0

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SKILL.mdcore · 5,428 bytes
SKILL.mdcore · 5,428 bytes

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# /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 next_deadline, matters without outside counsel assigned where risk is medium or high.

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# Portfolio Status

## Purpose