An intellectual-property portfolio tracker for registrations, renewals, maintenance fees, use declarations, ownership details, and related deadlines. An IP portfolio is the set of patents, trademarks, and other protected assets held by an organisation.

Use it to view upcoming deadlines, add or update assets, record filings or payments, and audit the portfolio for gaps.

It reduces the risk of missed filings, lapsed rights, inconsistent records, and unanswered questions about whether a mark is being used in commerce.

portfolio — Skill for Claude Code by anthropics/claude-for-legal

About the project

Claude for Legal is a collection of AI agents, skills, and data connectors for legal work such as commercial, privacy, employment, litigation, regulatory, and intellectual-property matters. Lawyers and legal teams use it through Claude Cowork, Claude Code, or the Claude Managed Agents API, with attorney review required for every output. The catalogue entries are its workflow plugins, skills, agents, and connectors.

anthropics/claude-for-legal · 9,991 stars · on GitHub

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.

Any agent

npx skills add anthropics/claude-for-legal --skill portfolio

Clone the repo

git clone --depth 1 https://github.com/anthropics/claude-for-legal

Made for: Claude Code.

Or install ip-legal, the plugin that ships this one along with the rest of its 9 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/skills/anthropics/claude-for-legal/portfolio/github.svg)](https://agentmods.dev/skills/anthropics/claude-for-legal/portfolio)

Your own site

<a href="https://agentmods.dev/skills/anthropics/claude-for-legal/portfolio"><img src="https://agentmods.dev/badge/skills/anthropics/claude-for-legal/portfolio/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/skills/anthropics/claude-for-legal/portfolio"><img src="https://agentmods.dev/badge/skills/anthropics/claude-for-legal/portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 62 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 5,200 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. Third-party audits

Socket pass 12 Jun 2026
Snyk pass 12 Jun 2026

How audits are shown

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	$0.00062	$0.05200
Opus 5.5	$0.00025	$0.02080
Sonnet 5.5	$0.00012	$0.01040
Haiku 4.5	$0.00006	$0.00520

Measured 1mo ago against content hash 1cfe39fde91e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio 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 1mo 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.

ip-legal/skills/portfolio/SKILL.md · 540 lines

How it starts

The opening of the file, as written. The whole thing — 540 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/portfolio

Surfaces what's renewing, adds assets, records filings, and audits the register.

Instructions

Follow the workflow below and read ~/.claude/plugins/config/claude-for-legal/ip-legal/portfolio.yaml.
Default (no args): equivalent to --report — show deadlines in the next 90 days grouped by urgency (🔴 lapsed/grace, ⏰ due within window, 🟡 upcoming, 🌐 agent-managed, ❓ unknown).
--report [--days N]: Mode 2. Change the window with --days (30 / 60 / 90 / 180 typical). Always prepend the work-product header per CLAUDE.md → Outputs. Always close with the verification caveat.
--add: Mode 3. Walk through a new asset interactively — type, jurisdiction, number, dates, owner, business owner. Capture a custom rule if the jurisdiction isn't built in.
--update: Mode 4. Record that a maintenance filing or fee payment was made, sync with the IP management system, or change an asset's status. Enforce the consequential-action gate before setting any deadline to filed.
--audit: Mode 5. Broader health check — deadline hygiene, registration gaps, use-in-commerce questions on §8-approaching marks, owner inconsistencies, expiration horizon, unwatched marks.
If the register is empty and an IP management system is connected: Offer Mode 1 — pull the portfolio from the system of record and initialise the register.
Guardrail reminder: Computed deadlines are reference only. Every output closes with a line directing verification against the USPTO TSDR, WIPO, or relevant registry before filing or paying. A docketed-but-wrong deadline creates false confidence; do not let the user treat this as the system of record unless the IP management system is sync-integrated.

Examples

/ip-legal:portfolio

/ip-legal:portfolio --report --days 180

/ip-legal:portfolio --add

/ip-legal:portfolio --update

/ip-legal:portfolio --audit

Read the full file on GitHub · 540 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.

1mo ago First seen · 540 lines · 62 tokens per session scan A 1cfe39fde91e

Subscribe to this mod's changes

portfolio is a skill published in the GitHub repository anthropics/claude-for-legal (9,991 stars, last pushed 4d ago), licensed Apache-2.0. It adds 62 tokens to every session and 5,200 once invoked, about $0.0002 per session on Opus 5.5. 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 2026-09-23.

Legal and compliance Project management

portfolio next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
portfolioanthropics/claude-for-legal	Skill	10.0k	4d ago	Apache-2.0	A	62	Claude Code
specification-writingwanshuiyin/Auto-claude-code-research-in-sleep	Skill	19k	2d ago	MIT	A	49	Claude Code
regulatory-research-fallbackHKUDS/OpenSpace	Skill	7.9k	6d ago	MIT	A	20	Claude Code, Codex
terms-of-servicegenspark-ai/genoffice	Skill	12k	today	Apache-2.0	A	32	Claude Code, Codex
x-scorecardx-cmd/x-cmd	Skill	4.8k	13d ago	Apache-2.0	A	57	Claude Code, Codex
gesellschaftsrechtliche-satzungen-agbKlotzkette/claude-fuer-deutsches-recht	Skill	1.8k	today	Apache-2.0	A	69	Claude Code
ai-risk-managementbriiirussell/cybersecurity-skills	Skill	517	3d ago	MIT	A	180	Claude Code