portfolio-rollup

portfolio-rollup is a skill for Claude Code from bobberrisford/affiliatemcp. It costs 139 tokens per session (1,558 once invoked), scanned A, original, MIT.

A reporting skill for agencies that manage several clients or brands. It shows longer-term client trends, compares clients with the agency’s own averages, and finds publishers shared across clients.

In plain words
What is it for?
Use it to review monthly client trends, benchmark current growth against the portfolio, and identify publisher concentration across clients.
Why use it?
A single weekly result can hide whether a client is improving over time or whether too much revenue depends on one publisher. This adds those portfolio-wide comparisons.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the affiliate-networks-mcp plugin — 37 skills, 1 MCP server shipped together

Good fit Use it to review monthly client trends, benchmark current growth against the portfolio, and identify publisher concentration across clients.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/bobberrisford/affiliatemcp/portfolio-rollup
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 bobberrisford/affiliatemcp --skill portfolio-rollup
Clone the repo
git clone --depth 1 https://github.com/bobberrisford/affiliatemcp

Made for: Claude Code.

Or install affiliate-networks-mcp, the plugin that ships this one along with the rest of its 37 skills, 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-rollup

README.md
[![agentmods](https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/portfolio-rollup/github.svg)](https://agentmods.dev/skills/bobberrisford/affiliatemcp/portfolio-rollup)
Your own site
<a href="https://agentmods.dev/skills/bobberrisford/affiliatemcp/portfolio-rollup"><img src="https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/portfolio-rollup/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-rollup

Your own site · 80×15
<a href="https://agentmods.dev/skills/bobberrisford/affiliatemcp/portfolio-rollup"><img src="https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/portfolio-rollup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 139 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,558 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00139 $0.01558
Opus 5 $0.00069 $0.00779
Sonnet 5 $0.00028 $0.00312
Haiku 4.5 $0.00014 $0.00156

Measured 12d ago against content hash 75c209837c2e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

portfolio-rollup 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 12d 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.

premium-skills/agency-pack/portfolio-rollup/SKILL.md · 132 lines

How it starts

The opening of the file, as written. The whole thing — 132 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Premium scope note

The free agency-portfolio-rollup skill already produces the book's single-period headline: current vs. comparison window, per-brand deltas, a needs-attention subsection, and portfolio totals. Run that skill first for the standard weekly view; this premium skill does not repeat it.

This premium skill adds three things the free rollup does not do:

  1. Multi-period trend per client (typically the last six months, by calendar month), so a client's direction of travel is visible beyond one week-over-week delta.
  2. Peer benchmarking: each client's current-period growth rate compared against the book's own average and median growth rate, so "down 5%" reads differently against a book average of "+10%" than against "-8%".
  3. Cross-client partner concentration: which named publishers appear across more than one client's roster, and what share of the book's total commission a single publisher represents when summed across every client it touches. The free rollup only looks at revenue per brand; it never looks across brands at the partner level.

Assumptions and requirements

  • At least one brand is registered via affiliate_resolve_brand. If none are, stop and point the user at affiliate-networks-mcp setup.
  • Credentials for bound networks are configured; recommend affiliate-networks-mcp doctor <slug> when credential state is uncertain.
  • Cross-client partner concentration requires listMediaPartners support on the bound advertiser adapters. Report the gap for any binding that does not support it rather than omitting that client from the analysis silently.
  • Publisher identity across networks is matched on MediaPartner.name (the canonical fields carry no cross-network partner id). Treat name matches as a strong hint, not a certainty: state this limitation in the output.

Step 1 — enumerate the book

Call affiliate_resolve_brand with no arguments. Group by brand. If empty, stop and point the user at setup.

Read the full file on GitHub · 132 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 12d ago First seen · 132 lines · 139 tokens per session scan A 75c209837c2e

Subscribe to this mod's changes

portfolio-rollup is a skill published in the GitHub repository bobberrisford/affiliatemcp (6 stars, last pushed 1mo ago), licensed MIT. It adds 139 tokens to every session and 1,558 once invoked, about $0.0007 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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