portfolio-ingest

portfolio-ingest is a skill for Claude Code from cogni-work/insight-wave. It costs 88 tokens per session (3,963 once invoked), scanned A, original, Apache-2.0.

A document-import tool that extracts products, features, markets, and business context from Markdown, Word, PowerPoint, spreadsheet, and PDF files.

In plain words
What is it for?
Use it to import strategy decks, spreadsheets, background material, and other internal documents as portfolio input.
Why use it?
It reduces the effort of turning scattered company documents into structured information for a portfolio project.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Runs only inside its plugin — its command needs a path that Claude Code sets for a plugin’s own hooks and for nothing else. Install the plugin, not this.

Part of the cogni-portfolio plugin — 16 skills, 14 agents shipped together

Good fit Use it to import strategy decks, spreadsheets, background material, and other internal documents as portfolio input.

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Install

Getting it into your agent

This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.

Claude Code
/plugin marketplace add cogni-work/insight-wave
Claude Code
/plugin install cogni-portfolio

Made for: Claude Code.

Or install cogni-portfolio, the plugin that ships this one along with the rest of its 16 skills, 14 agents.

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-ingest

README.md
[![agentmods](https://agentmods.dev/badge/skills/cogni-work/insight-wave/portfolio-ingest/github.svg)](https://agentmods.dev/skills/cogni-work/insight-wave/portfolio-ingest)
Your own site
<a href="https://agentmods.dev/skills/cogni-work/insight-wave/portfolio-ingest"><img src="https://agentmods.dev/badge/skills/cogni-work/insight-wave/portfolio-ingest/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-ingest

Your own site · 80×15
<a href="https://agentmods.dev/skills/cogni-work/insight-wave/portfolio-ingest"><img src="https://agentmods.dev/badge/skills/cogni-work/insight-wave/portfolio-ingest.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 88 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,963 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 $0.00088 $0.03963
Opus 5 $0.00044 $0.01982
Sonnet 5 $0.00018 $0.00793
Haiku 4.5 $0.00009 $0.00396

Measured 6d ago against content hash 2a3dde40e9e1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

portfolio-ingest 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 6d 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.

cogni-portfolio/skills/portfolio-ingest/SKILL.md · 276 lines

How it starts

The opening of the file, as written. The whole thing — 276 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Upload Ingestion

Extract portfolio entities and institutional context from user-provided documents in the project's uploads/ folder. Supported file types: .md, .docx, .pptx, .xlsx, .pdf.

Core Concept

Plugin root resolution. Bash invocations below resolve the plugin root inline as ${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)} — the first call works whether or not the harness injects $CLAUDE_PLUGIN_ROOT. Keep the inline form in every call; do not strip it.

Most users already have product information scattered across decks, spreadsheets, and documents. Ingestion bridges the gap between existing material and a structured portfolio in two ways:

  1. Entity extraction — turns unstructured documents into typed entities (products, features, markets) that the rest of the pipeline builds on.
  2. Context extraction — captures institutional knowledge (competitive intelligence, pricing benchmarks, strategic positioning, customer insights) as structured context entries that downstream skills use to generate sharper, company-specific output.

Entity extraction gives the user a head start on portfolio structure. Context extraction ensures the intelligence buried in strategy decks, pricing models, and win/loss reports doesn't get lost — it flows into propositions, solutions, competitor analysis, and every other downstream skill automatically.

Prerequisites

  • An active cogni-portfolio project (portfolio.json must exist)
  • One or more supported files in the project's uploads/ directory
  • The document-skills plugin for non-markdown file extraction (docx, pptx, xlsx, pdf)

Workflow

1. Locate Project and Scan Uploads

Find the active portfolio project by searching for portfolio.json under a cogni-portfolio/ path (same approach as the portfolio-resume skill). If multiple projects exist, ask which one to use.

Scan uploads/ for supported files, excluding the processed/ subdirectory. If no files are found, tell the user the folder is empty and list the supported file types.

Read the full file on GitHub · 276 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. 6d ago First seen · 276 lines · 88 tokens per session scan A 2a3dde40e9e1

Subscribe to this mod's changes

portfolio-ingest is a skill published in the GitHub repository cogni-work/insight-wave (13 stars, last pushed today), licensed Apache-2.0. It adds 88 tokens to every session and 3,963 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 2026-09-04.