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.
npx skills add markmhendrickson/ateles --skill quarterly-portfolio-reviewgit clone --depth 1 https://github.com/markmhendrickson/atelesWrote 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.
[](https://agentmods.dev/skills/markmhendrickson/ateles/quarterly-portfolio-review)<a href="https://agentmods.dev/skills/markmhendrickson/ateles/quarterly-portfolio-review"><img src="https://agentmods.dev/badge/skills/markmhendrickson/ateles/quarterly-portfolio-review/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.
<a href="https://agentmods.dev/skills/markmhendrickson/ateles/quarterly-portfolio-review"><img src="https://agentmods.dev/badge/skills/markmhendrickson/ateles/quarterly-portfolio-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00000 | $0.00637 |
| Opus 5 | $0.00000 | $0.00318 |
| Sonnet 5 | $0.00000 | $0.00127 |
| Haiku 4.5 | $0.00000 | $0.00064 |
Grade A, and why
quarterly-portfolio-review 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 8d 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.
How it starts
The opening of the file, as written. The whole thing — 47 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Quarterly Portfolio Review
Generate a comprehensive quarterly portfolio review report using the process doc and template, and save to the required location with correct naming.
When to Use
Use this skill when:
- User says "quarterly review", "run quarterly portfolio review", "generate quarterly review"
- User requests a quarterly portfolio review for a given quarter
Required Documents (load first)
- Quarterly review requirements: docs/workflow_requirements_rules.mdc (Quarterly Review Reports)
- Template: strategy/operations/finance/quarterly-portfolio-review-template.md
- Process (if present): strategy/operations/finance/quarterly-portfolio-review-process.md
Workflow
- Determine quarter: Use user-specified quarter or current quarter (e.g. 2025-Q1). Format YYYY-QX for filename.
- Load process doc if it exists; follow steps for data gathering, regime assessment, and report structure.
- Use template: Fill strategy/operations/finance/quarterly-portfolio-review-template.md with data and findings per process. Include references to scorecard reports (e.g.
btc-liquidity-regime-report-YYYY-MM-DD.md,altcoin-liquidity-regime-report-YYYY-MM-DD.md) when applicable. - Save report to
strategy/operations/finance/quarterly-portfolio-review-YYYY-QX.md(e.g.quarterly-portfolio-review-2025-Q1.md).
Constraints
- Save only to
strategy/operations/finance/with filenamequarterly-portfolio-review-YYYY-QX.md. - Follow the template structure and process doc when available.
- Use date format YYYY-MM-DD for dates in content and YYYY-QX for the report filename.
Related Rules
- docs/workflow_requirements_rules.mdc — Quarterly Review Reports
- strategy/operations/finance/quarterly-portfolio-review-template.md
- strategy/operations/finance/quarterly-portfolio-review-process.md (if present)
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.
- 8d ago First seen · 47 lines · 0 tokens per session scan A ba1f63799c35
quarterly-portfolio-review is a skill published in the GitHub repository markmhendrickson/ateles (6 stars, last pushed yesterday), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 637 tokens. 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 2026-09-03.
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