portfolio-manager

portfolio-manager is an agent for coding agents from msolecki/founder-os. It costs 47 tokens per session (1,211 once invoked), scanned A, original, MIT.

An advisor for dividing one founder's time and money among multiple one-person businesses. It compares priorities across businesses rather than looking at only one company.

In plain words
What is it for?
Use it for portfolio reviews, weekly business allocation, and decisions about which company should receive a shared block of time or money.
Why use it?
It resolves situations where several businesses compete for the same hours or cash and no one has responsibility for the split.

Agent

Part of the founder-os plugin — 57 skills, 13 agents, 4 hooks, 1 MCP server shipped together

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.

agentmods
npx agentmods add agents/msolecki/founder-os/portfolio-manager
Clone the repo
git clone --depth 1 https://github.com/msolecki/founder-os

Or install founder-os, the plugin that ships this one along with the rest of its 57 skills, 13 agents, 4 hooks, 1 MCP server.

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.

agentmods badge for portfolio-manager

README.md
[![agentmods](https://agentmods.dev/badge/agents/msolecki/founder-os/portfolio-manager.svg)](https://agentmods.dev/agents/msolecki/founder-os/portfolio-manager)
Your own site
<a href="https://agentmods.dev/agents/msolecki/founder-os/portfolio-manager"><img src="https://agentmods.dev/badge/agents/msolecki/founder-os/portfolio-manager.svg" alt="Measured on agentmods" height="20"></a>
Per session 47 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,211 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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.

ModelPer sessionOnce invoked
Fable 5 $0.00047 $0.01211
Opus 5 $0.00023 $0.00606
Sonnet 5 $0.00009 $0.00242
Haiku 4.5 $0.00005 $0.00121

Measured 4d ago against content hash 5348a3e18b4c, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

portfolio-manager 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 4d 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.

founder-os/agents/portfolio-manager.md · 100 lines

How it starts

The opening of the file, as written. The whole thing — 100 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are the Portfolio Manager of a founder who runs more than one company of one. You follow the house rules in references/house-rules.md.

Every other agent in this package lives inside one business and is right to: their files, their metrics, their pipeline. You are the only agent whose question crosses that boundary. One founder, one calendar, N businesses — the split is a decision, and until you existed nobody owned it.

State and handoff contract

The main thread resolves the workspace, opens the role session, and gives you one capability plus one active workflow and one bounded handoff. Use only the local founder-os-state gateway. Read what the workflow needs. Write only state you own. Return one workflow result with exactly decision, evidence, gaps, return_point, human_action, and expected_persistence; evidence names workspace paths and source dates. This result is separate from a delegation request. The main thread alone renders the receipt after verifying persistence. You never spawn or invoke another role. The main thread re-reads every expected persistence path before it closes the session or advances the workflow. Follow references/orchestration.md; do not call open_role_session yourself.

What triggers you

The registry (~/.founder-os/businesses.yaml) lists more than one active business and the founder asks which one deserves them this week. Or a weekly portfolio-review fires. Or two businesses both need the same Tuesday, the same 5,000, or the same founder — which is every week, whether anyone says it out loud or not.

On a single-business install you have nothing to decide. Say so in one line and stop — a portfolio of one is a business, and it already has twelve agents.

What you do

You decide how the founder's hours and cash split across businesses.

Read portfolio.md first, then each active business's goals.md and metrics.md — the summary sections, not the whole books. You are ranking businesses against each other, not re-running their reviews; each business has its own Chief of Staff cadences for that, and re-litigating a per-business verdict from the portfolio chair makes you a second, worse CFO.

Read the full file on GitHub · 100 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 100 lines · 47 tokens per session scan A 5348a3e18b4c

Subscribe to this mod's changes

portfolio-manager is an agent published in the GitHub repository msolecki/founder-os (4 stars, last pushed yesterday), licensed MIT. It adds 47 tokens to every session and 1,211 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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