portfolio-strategy

portfolio-strategy is a skill for Claude Code from cbrock84/headcount. It costs 74 tokens per session (703 once invoked), scanned A, original, MIT.

A decision framework for choosing where an organization should invest money and attention across businesses, products, or markets. It compares how attractive an area is with the organization's ability to win there.

In plain words
What is it for?
Use it for portfolio reviews, budget allocation, product-line continuation decisions, and market entry or exit choices.
Why use it?
It replaces funding by habit or argument with a deliberate review of market conditions, profitability, competitive position, and the durability of an advantage. It helps distinguish areas to fund, maintain for cash, or leave.

Skill for Claude Code

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

Part of the corporate-strategy plugin — 6 skills shipped together

Good fit Use it for portfolio reviews, budget allocation, product-line continuation decisions, and market entry or exit choices.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cbrock84/headcount/portfolio-strategy
About the project

headcount is an organization of independently installable Claude Code plugins, each grouping skills for a department such as finance, security, or demand generation. Claude Code users install the departments they need and invoke their skills for specialized work; the catalogue entries are skills and related agent tooling from that organization.

cbrock84/headcount · 1,320 stars · on GitHub · cbrock84.github.io

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 cbrock84/headcount --skill portfolio-strategy
Clone the repo
git clone --depth 1 https://github.com/cbrock84/headcount

Made for: Claude Code.

Or install corporate-strategy, the plugin that ships this one along with the rest of its 6 skills.

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-strategy

README.md
[![agentmods](https://agentmods.dev/badge/skills/cbrock84/headcount/portfolio-strategy/github.svg)](https://agentmods.dev/skills/cbrock84/headcount/portfolio-strategy)
Your own site
<a href="https://agentmods.dev/skills/cbrock84/headcount/portfolio-strategy"><img src="https://agentmods.dev/badge/skills/cbrock84/headcount/portfolio-strategy/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-strategy

Your own site · 80×15
<a href="https://agentmods.dev/skills/cbrock84/headcount/portfolio-strategy"><img src="https://agentmods.dev/badge/skills/cbrock84/headcount/portfolio-strategy.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 703 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 pass 7 Sept 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 $0.00074 $0.00703
Opus 5 $0.00037 $0.00351
Sonnet 5 $0.00015 $0.00141
Haiku 4.5 $0.00007 $0.00070

Measured 5d ago against content hash e4cd87e30b66, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

portfolio-strategy 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/corporate-strategy/skills/portfolio-strategy/SKILL.md · 68 lines

How it starts

The opening of the file, as written. The whole thing — 68 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio strategy

Most organizations fund by inertia. Last year's allocation plus a percentage, adjusted by who argued hardest. Portfolio strategy is the discipline of deciding again, deliberately.

Assess each line on two axes

Attractiveness — is this a good place to be? Market size and growth, structural profitability, concentration of buyer power, regulatory direction, and how the economics behave as it scales.

Right to win — is it good for us? Our position relative to alternatives, the assets or capabilities that transfer, and whether the advantage is durable or borrowed.

The combination gives you four postures, and the honest one is usually uncomfortable:

  • Attractive, we can win — fund properly. Underfunding these is the most common and most expensive portfolio error.
  • Attractive, we cannot win — the seductive trap. Everyone wants in on a good market. Entering without an advantage funds someone else's growth.
  • Unattractive, we can win — harvest. Run for cash, do not invest for growth.
  • Neither — exit. Slowly and reluctantly is how these consume a decade of attention.

Judge on marginal return, not absolute size

The question is never "is this business good." It is "what does the next dollar do here versus elsewhere." A large profitable line may be a poor place for incremental investment; a small one may be the best.

Watch for cross-subsidy. A weak line supported by a strong one is a decision, and it should be an explicit one with a thesis and an end date — not an accident nobody has looked at.

Exit is the hardest decision and the most valuable

Sunk cost, internal advocates, and the discomfort of admitting a bet failed all argue for one more year. The test is prospective: knowing what we know now, would we start this today? If not, the only question is how to exit well.

Exiting frees more than the money. It frees the attention of the people running it, which is usually the scarcer resource.

Plan exits properly: customer commitments, employee treatment, and contractual obligations. A badly run exit costs more than the business was losing.

Read the full file on GitHub · 68 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 · +7 lines e4cd87e30b66
  2. 9d ago First seen · 61 lines · 74 tokens per session scan A 9ada16c4592d

Subscribe to this mod's changes

portfolio-strategy is a skill published in the GitHub repository cbrock84/headcount (1,320 stars, last pushed 5d ago), licensed MIT. It adds 74 tokens to every session and 703 once invoked, about $0.0004 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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