portfolio-setup

portfolio-setup is a skill for Claude Code from cogni-work/insight-wave. It costs 73 tokens per session (4,165 once invoked), scanned A, original, Apache-2.0.

A setup guide for starting a structured project about a company’s products, markets, customers, and messaging.

In plain words
What is it for?
It is for starting a new portfolio project and recording the company, industry, products, and basic project information.
Why use it?
It creates the shared company context and folder structure that later portfolio work depends on.

Skill for Claude Code

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

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 It is for starting a new portfolio project and recording the company, industry, products, and basic project information.

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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-setup

README.md
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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-setup

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Per session 73 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,165 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 $0.00073 $0.04165
Opus 5 $0.00036 $0.02083
Sonnet 5 $0.00015 $0.00833
Haiku 4.5 $0.00007 $0.00417

Measured 6d ago against content hash c021158c44e8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

portfolio-setup 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-setup/SKILL.md · 248 lines

How it starts

The opening of the file, as written. The whole thing — 248 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Project Setup

Initialize a cogni-portfolio project by capturing company context and creating the project directory structure.

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.

A portfolio project is the container for all downstream work — products, features, markets, propositions, competitors, and customers all live inside it. Setup captures the minimum viable company context (name, description, industry, products) and scaffolds the directory structure that every other skill depends on.

Getting this right matters because the company context in portfolio.json informs every downstream skill. A clear description and accurate industry help the products, markets, and propositions skills generate relevant, on-target output instead of generic filler. A few minutes of care here saves hours of correction later.

If a project already exists for the company (an existing cogni-portfolio/<slug>/portfolio.json matching the company), do not create a duplicate. Briefly acknowledge that the project exists and dispatch the portfolio-resume skill via the Skill tool so the user lands on the status dashboard instead of having to re-invoke a command. The two skills bridge to each other in both directions, so users can enter from either side and reach the right place.

Workflow

1. Gather Company Context (Data-First)

The goal is to fill four fields (company name, description, industry, products) with minimal questions. Read available data first, then ask only for what's missing.

Step 1a: Silent reads (before asking anything)
  • Workspace config: Check if .workspace-config.json exists in the workspace root. If it contains a language field, lowercase it and use as the portfolio language (e.g., "DE""de").
  • Conversation context: Extract any company info the user already mentioned (name, URL, industry, what they sell).
  • Uploads: Scan uploads/ for existing documents (strategy decks, lean canvases, pitch decks). Their presence means the user has data you can work with.

Read the full file on GitHub · 248 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 · 248 lines · 73 tokens per session scan A c021158c44e8

Subscribe to this mod's changes

portfolio-setup is a skill published in the GitHub repository cogni-work/insight-wave (13 stars, last pushed today), licensed Apache-2.0. It adds 73 tokens to every session and 4,165 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.

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