portfolio-review
Skill0 starsChanged 3 months agoMITView on GitHub
Run generic portfolio snapshot checks without private portfolio intelligence or external sources.
15 other projects use a version of this.
Adopted by
Most recently taken up by
- CSPulse/customer-success-skillstheir own version, first seen Nov 8, 2026
- PatrickSUDO/fadacai-portfoliotheir own version, first seen Nov 6, 2026
- rgourley/quant-garagetheir own version, first seen Nov 1, 2026
- Shubhamkumartrichy/claude-trading-skills-indiatheir own version, first seen Nov 1, 2026
- JasmineNy/codex-skills-portfoliotheir own version, first seen Oct 20, 2026
- monellonasti/portfolio-pipelinetheir own version, first seen Oct 17, 2026
Other versions15 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 15
- digitalinnovationone/dio-agent★ 2.8ksame name
- PatrickSUDO/fadacai-portfolio★ 145same name
- Shubhamkumartrichy/claude-trading-skills-india★ 56same name
- nimadorostkar/Claude-Skills-collection★ 33same name
- Mozurok/fhorja.dev★ 10same name
- rgourley/quant-garage★ 7same name
- CSPulse/customer-success-skills★ 2same name
- ryanbaumann/fieldwork★ 2same name
- shashu10/personal-finance-skills★ 2same name
- tusharagg1/aifolimizer★ 2same name
5 more not listed
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository30 other files it gives its agents.
- auditSkill
- bootstrap-agent-contextSkill
- buildSkill
- closeSkill
- decision-logSkill
- feature-trackerSkill
- handoffSkill
- health-checkSkill
- idea-to-briefSkill
- live-state-preflightSkill
- pre-commit-reviewSkill
- resolveSkill
- retrospectiveSkill
- session-summarySkill
- spec-packSkill
- stack-summarySkill
- strategizeSkill
- testSkill
- the-loop-autonomySkill
- the-loop-autoSkill
- the-loop-cloudSkill
- the-loop-controlSkill
- the-loop-doctorSkill
- the-loop-endlessSkill
- the-loop-parallelSkill
- the-loop-setupSkill
- the-loop-skill-creatorSkill
- the-loopSkill
- the-loop-skill-plannerSkill
- the-loop-watchSkill
The file
We split this skill into the rules it gives an agent
5 rules. 0 are common, 5 are distinctive, and 0 are very specific to this project.
0
Common
Most of the 14 edited versions we read keep these.
5
Distinctive
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 13
Run generic portfolio snapshot checks without private portfolio intelligence or external sources.
- Distinctive: line 17
Use when a cross-project view is needed for context framing, and no private identity data is present.
- Distinctive: line 27
Read only generic project indicators from local allowed sources.
- Distinctive: line 29
Do not pull private financial, identity, or account-level sources.
- Distinctive: line 40
Stop with a precise error for missing authority, expired lease, namespace mismatch, unsafe proof, private data exposure, unknown …
“Common” is measured: kept by at least 6 in 10 of the 14 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Portfolio Review
Run generic portfolio snapshot checks without private portfolio intelligence or external sources.
Use when
- Use when a cross-project view is needed for context framing, and no private identity data is present.
Inputs
- Active run, objective, track, and authority context.
- Declared track boundaries and budget controls.
- Typed evidence references and required file paths.
Procedure
- Read only generic project indicators from local allowed sources.
- Compute non-sensitive summary metrics with bounded scope and explicit caveats.
- Do not pull private financial, identity, or account-level sources.
- Require explicit consent for any external fetch or storage write.
- Output a dry report that is safe to attach to a handoff record.
Output contract
- Deterministic status, evidence hash list, and explicit status transitions.
- Typed halt reason with exact next-step obligations when blocked.
Halt conditions
Stop with a precise error for missing authority, expired lease, namespace mismatch, unsafe proof, private data exposure, unknown capability, or unverified behavior claim.
Notes
Core execution does not require network access or the source checkout. Use the bundled fallback behavior when live capabilities are blocked.
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Your trail
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