What is portfolio-review-reminder?

A scheduled reminder for reviewing an investment or initiative portfolio. It checks when the last review happened and prompts a fresh resource-allocation check on the configured cadence, quarterly by default.

Use it to trigger portfolio reviews, revisit held items, check resource allocation, and surface reminders in chat when no connected chat channel is available.

It prevents decisions marked “hold” from being forgotten and prompts reassessment when their review date has passed.

portfolio-review-reminder — Agent for Claude Code by daddia

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo

git clone --depth 1 https://github.com/daddia/claude-for-strategy

Made for: Claude Code.

Or install corporate-strategy, the plugin that ships this one along with the rest of its 6 skills, 1 agent.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/agents/daddia/claude-for-strategy/portfolio-review-reminder/github.svg)](https://agentmods.dev/agents/daddia/claude-for-strategy/portfolio-review-reminder)

Your own site

<a href="https://agentmods.dev/agents/daddia/claude-for-strategy/portfolio-review-reminder"><img src="https://agentmods.dev/badge/agents/daddia/claude-for-strategy/portfolio-review-reminder/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/agents/daddia/claude-for-strategy/portfolio-review-reminder"><img src="https://agentmods.dev/badge/agents/daddia/claude-for-strategy/portfolio-review-reminder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 31 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 196 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00031	$0.00196
Opus 5.5	$0.00012	$0.00078
Sonnet 5.5	$0.00006	$0.00039
Haiku 4.5	$0.00003	$0.00020

Measured 2mo ago against content hash 4644f86eeec5, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio-review-reminder scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

corporate-strategy/agents/portfolio-review-reminder.md · 19 lines

What it actually says