carta-portfolio-alerts

carta-portfolio-alerts is a skill for Claude Code from carta/plugins. It costs 56 tokens per session (2,224 once invoked), scanned A, original, Apache-2.0.

A portfolio scanner that checks multiple Carta companies for items needing attention, such as expiring valuations, low option pools, maturing notes, and SAFE exposure. It labels findings by severity.

In plain words
What is it for?
Use it to review portfolio risks, find upcoming 409A valuation expiries, check option-pool levels, identify note maturities, and review SAFE exposure.
Why use it?
It helps surface time-sensitive or potentially risky items before they are missed in separate company records. The scan focuses on what needs attention now.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: mentions subagents; names the AskUserQuestion tool; mentions Claude Code.

Part of the carta-cap-table plugin — 22 skills, 4 hooks shipped together

Good fit Use it to review portfolio risks, find upcoming 409A valuation expiries, check option-pool levels, identify note maturities, and review SAFE exposure.

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

Made for: Claude Code.

Or install carta-cap-table, the plugin that ships this one along with the rest of its 22 skills, 4 hooks.

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 carta-portfolio-alerts

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/carta/plugins/carta-portfolio-alerts"><img src="https://agentmods.dev/badge/skills/carta/plugins/carta-portfolio-alerts.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,224 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
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high Prompt Injection · line 24
    Hidden instructions were detected in comments or invisible text. These could contain malicious directives. Manual review is recommended.
    Fix: Audit all comments and invisible characters. Remove any instructions that direct the agent to perform unauthorized actions. Use plain, reviewable content.
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 $0.00056 $0.02224
Opus 5 $0.00028 $0.01112
Sonnet 5 $0.00011 $0.00445
Haiku 4.5 $0.00006 $0.00222

Measured 5d ago against content hash 2cb06b6fd566, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

carta-portfolio-alerts 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 5d 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.

plugins/carta-cap-table/skills/carta-portfolio-alerts/SKILL.md · 181 lines

How it starts

The opening of the file, as written. The whole thing — 181 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Alerts

Scan multiple companies for red flags and compute severity classifications (critical / warning / info).

Prerequisites

No inputs required — this skill loops the full portfolio. Call list_accounts to get all corporation_pk accounts automatically.

Data Retrieval

Portfolio Enumeration

Call list_accounts to get all portfolio companies. Filter to accounts where id starts with corporation_pk:. Extract up to 20 numeric corporation IDs. If more than 20 companies exist, ask the user to narrow scope.

Per-Company Commands

For each company, these are the relevant checks:

  • call_tool({"name": "cap_table__get__409a_valuations", "arguments": {"corporation_id": corporation_id}}) -- 409A expiry check
  • call_tool({"name": "cap_table__get__cap_table_by_share_class", "arguments": {"corporation_id": corporation_id}}) -- option pool check
  • call_tool({"name": "cap_table__get__convertible_notes", "arguments": {"corporation_id": corporation_id}}) -- note maturity check (summary includes maturity.nearest_date)
  • call_tool({"name": "cap_table__list__safes", "arguments": {"corporation_id": corporation_id}}) -- SAFE exposure check

Read the full file on GitHub · 181 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. 5d ago Changed · +1 lines 2cb06b6fd566
  2. 9d ago First seen · 180 lines · 56 tokens per session scan A b58e06c9cb1f

Subscribe to this mod's changes

carta-portfolio-alerts is a skill published in the GitHub repository carta/plugins (12 stars, last pushed yesterday), licensed Apache-2.0. It adds 56 tokens to every session and 2,224 once invoked, about $0.0003 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 2026-08-30.

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