portfolio-status

portfolio-status is a skill for Claude Code from anthropics/claude-for-legal. It costs 62 tokens per session (1,393 once invoked), scanned A, original, Apache-2.0.

A portfolio summary for active legal matters, based on a central log. It shows risk levels, deadlines, stale updates, materiality totals, stages, and unusual or missing information.

In plain words
What is it for?
Reviewing the status of open matters, finding overdue or neglected work, and spotting high-risk or incomplete records.
Why use it?
It gives counsel a quick view of what needs attention without opening every matter file.

Skill for Claude Code ✓ vendor

Written for Claude Code: argument-hint in frontmatter. Also seen: reads .claude/ paths; mentions CLAUDE.md.

Part of the litigation-legal plugin — 16 skills, 1 agent shipped together

Good fit Reviewing the status of open matters, finding overdue or neglected work, and spotting high-risk or incomplete records.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anthropics/claude-for-legal/portfolio-status
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 · 9,529 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-status
Clone the repo
git clone --depth 1 https://github.com/anthropics/claude-for-legal

Made for: Claude Code.

Or install litigation-legal, the plugin that ships this one along with the rest of its 16 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.

agentmods badge for portfolio-status

README.md
[![agentmods](https://agentmods.dev/badge/skills/anthropics/claude-for-legal/portfolio-status/github.svg)](https://agentmods.dev/skills/anthropics/claude-for-legal/portfolio-status)
Your own site
<a href="https://agentmods.dev/skills/anthropics/claude-for-legal/portfolio-status"><img src="https://agentmods.dev/badge/skills/anthropics/claude-for-legal/portfolio-status/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.

agentmods 80×15 button for portfolio-status

Your own site · 80×15
<a href="https://agentmods.dev/skills/anthropics/claude-for-legal/portfolio-status"><img src="https://agentmods.dev/badge/skills/anthropics/claude-for-legal/portfolio-status.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 1,393 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 warn 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00062 $0.01393
Opus 5.5 $0.00025 $0.00557
Sonnet 5 $0.00012 $0.00279
Haiku 4.5 $0.00006 $0.00139

Measured 3d ago against content hash e674693c5991, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-26, from the pricing page.

Security

Grade A, and why

portfolio-status 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 3d 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.

litigation-legal/skills/portfolio-status/SKILL.md · 127 lines

How it starts

The opening of the file, as written. The whole thing — 127 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/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.

Portfolio Status

Purpose

One read that answers: what do I own right now, what needs attention, and what's slipping? Output is scannable — designed for a counsel who has three minutes before their next call.

Load context

  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml — source of truth
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md — risk calibration (to interpret risk/materiality fields correctly)

Flags & filters

Default: active matters only (exclude status: closed).

Flags:

  • --all — include closed
  • --risk=high (or critical / medium / low) — filter by risk band
  • --stale — only matters with last_updated > 30 days
  • --type=employment — filter by matter type
  • --owner=[name] — filter by business/HR/comms owner

The rollup

[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

# Portfolio Status — [today]

**Active matters:** [N]
**Closed (ytd):** [N] *(shown only with --all)*

---

## By risk

| Risk | Count | Matters |
|---|---|---|
| Critical | [N] | [slugs] |
| High | [N] | [slugs] |
| Medium | [N] | [count only — expand with `--risk=medium`] |
| Low | [N] | [count only] |

## Upcoming deadlines

| Within | Matters |
|---|---|
| 14 days | [slug — deadline — brief] |
| 15–30 days | [...] |
| 31–60 days | [...] |

*Overdue `next_deadline` flagged separately below.*

## Materiality

| Category | Count | Total exposure (midpoint) |
|---|---|---|
| Reserved | [N] | [$X] |
| Disclosed | [N] | [$X] |
| Monitored | [N] | — |
| None | [N] | — |

## By stage

[table: pleadings / discovery / dispositive motions / trial prep / settlement / appeal]

---

## ⚠️ Anomalies & flags

- **Overdue deadlines:** [list slugs where next_deadline has passed]
- **Stale (>30d no update):** [list]
- **Conflicts unresolved:** [list slugs with `conflicts.status in [pending, not-run]`]
- **Conflicts bypassed (override active):** [list slugs where `conflicts.override.by` is populated — permanent flag until manually cleared]
- **High/critical risk without outside counsel:** [list]
- **Reserved without last_updated in >60d:** [list] — reserve recalibration likely overdue
- **Hold not issued on active litigation:** [list]
- **Missing fields:** [slug → field]

---

## Closing advice

[One or two sentences on what to look at first, if anything stands out. Not boilerplate — only if something truly stands out.]

Read the full file on GitHub · 127 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. 3d ago First seen · 127 lines · 62 tokens per session scan A e674693c5991

Subscribe to this mod's changes

portfolio-status is a skill published in the GitHub repository anthropics/claude-for-legal (9,529 stars, last pushed yesterday), licensed Apache-2.0. It adds 62 tokens to every session and 1,393 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.

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