portfolio

portfolio is a skill for Claude Code from uk-agents/uk-legal-plugins. It costs 79 tokens per session (5,009 once invoked), scanned A, original, Apache-2.0.

A tracker for a UK-focused intellectual-property portfolio, including registrations, filings, renewals, fees, owners, and coverage gaps. It can report deadlines and audit portfolio records.

In plain words
What is it for?
Use it to review upcoming deadlines, add or update an asset, record filings, and audit the health of an IP register.
Why use it?
It helps prevent missed renewal dates, inconsistent records, lapsed rights, and gaps between UK and European protection.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter. Also seen: reads .claude/ paths; mentions CLAUDE.md.

Part of the ip-legal-uk plugin — 9 skills, 1 agent shipped together

Good fit Use it to review upcoming deadlines, add or update an asset, record filings, and audit the health of an IP register.

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

Made for: Claude Code.

Or install ip-legal-uk, the plugin that ships this one along with the rest of its 9 skills, 1 agent.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/uk-agents/uk-legal-plugins/portfolio"><img src="https://agentmods.dev/badge/skills/uk-agents/uk-legal-plugins/portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 79 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,009 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 $0.00079 $0.05009
Opus 5 $0.00039 $0.02505
Sonnet 5 $0.00016 $0.01002
Haiku 4.5 $0.00008 $0.00501

Measured 7d ago against content hash d71a7f1c91a1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio 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 7d 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.

ip-legal-uk/skills/portfolio/SKILL.md · 511 lines

How it starts

The opening of the file, as written. The whole thing — 511 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/portfolio

Surfaces what's renewing, adds assets, records filings, and audits the register.

Instructions

  1. Follow the workflow below and read ~/.claude/plugins/config/uk-legal-plugins/ip-legal-uk/portfolio.yaml.

  2. Default (no args): equivalent to --report — show deadlines in the next 90 days grouped by urgency (🔴 lapsed/grace, ⏰ due within window, 🟡 upcoming, 🌐 agent-managed, ❓ unknown).

  3. --report [--days N]: Mode 2. Change the window with --days (30 / 60 / 90 / 180 typical). Always prepend the work-product header per CLAUDE.md → Outputs. Always close with the verification caveat.

  4. --add: Mode 3. Walk through a new asset interactively — type, jurisdiction, number, dates, owner, business owner. Capture a custom rule if the jurisdiction isn't built in.

  5. --update: Mode 4. Record that a maintenance filing or fee payment was made, sync with the IP management system, or change an asset's status. Enforce the consequential-action gate before setting any deadline to filed.

  6. --audit: Mode 5. Broader health check — deadline hygiene, registration gaps, post-Brexit coverage gaps (UK/EU marks and designs), owner inconsistencies, expiration horizon, unwatched marks.

  7. If the register is empty and an IP management system is connected: Offer Mode 1 — pull the portfolio from the system of record and initialise the register.

  8. Guardrail reminder: Computed deadlines are reference only. Every output closes with a line directing verification against the UK IPO online records, EUIPO eSearch, WIPO Madrid Monitor, EPO Register, or the relevant national registry before filing or paying.

Examples

/ip-legal-uk:portfolio
/ip-legal-uk:portfolio --report --days 180
/ip-legal-uk:portfolio --add
/ip-legal-uk:portfolio --update
/ip-legal-uk:portfolio --audit

Works better connected

This skill tracks deadlines from what you tell it. It works much better connected to:

Read the full file on GitHub · 511 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. 7d ago First seen · 511 lines · 79 tokens per session scan A d71a7f1c91a1

Subscribe to this mod's changes

portfolio is a skill published in the GitHub repository uk-agents/uk-legal-plugins (9 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 79 tokens to every session and 5,009 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 2026-09-03.

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