portfolio-status

portfolio-status is a skill for Claude Code from zhou210712/claude-for-legal-ZH. It costs 67 tokens per session (1,544 once invoked), scanned A, original, Apache-2.0.

A case-portfolio summary tool turns a case log into a quick overview of active litigation. It groups cases by risk, stage, importance, upcoming deadlines, and how recently they were updated.

In plain words
What is it for?
Use it to count open cases, find deadlines in the next 14, 30, or 60 days, locate stale cases, filter by risk or owner, and flag exceptions.
Why use it?
It gives a lawyer a fast way to see which cases need attention and which may be falling behind. It also highlights overdue deadlines and unusual risk or staffing situations.

Skill for Claude Code

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

Part of the litigation-legal plugin — 16 skills, 1 agent shipped together

Good fit Use it to count open cases, find deadlines in the next 14, 30, or 60 days, locate stale cases, filter by risk or owner, and flag exceptions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zhou210712/claude-for-legal-zh/portfolio-status
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 zhou210712/claude-for-legal-ZH --skill portfolio-status
Clone the repo
git clone --depth 1 https://github.com/zhou210712/claude-for-legal-ZH

Made for: Claude Code.

Or install litigation-legal, the plugin that ships this one along with the rest of its 16 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-status

README.md
[![agentmods](https://agentmods.dev/badge/skills/zhou210712/claude-for-legal-zh/portfolio-status/github.svg)](https://agentmods.dev/skills/zhou210712/claude-for-legal-zh/portfolio-status)
Your own site
<a href="https://agentmods.dev/skills/zhou210712/claude-for-legal-zh/portfolio-status"><img src="https://agentmods.dev/badge/skills/zhou210712/claude-for-legal-zh/portfolio-status/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-status

Your own site · 80×15
<a href="https://agentmods.dev/skills/zhou210712/claude-for-legal-zh/portfolio-status"><img src="https://agentmods.dev/badge/skills/zhou210712/claude-for-legal-zh/portfolio-status.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 67 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,544 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 $0.00067 $0.01544
Opus 5 $0.00034 $0.00772
Sonnet 5 $0.00013 $0.00309
Haiku 4.5 $0.00007 $0.00154

Measured 9d ago against content hash 14c051058b6f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

portfolio-status 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 9d 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.

litigation-legal/skills/portfolio-status/SKILL.md · 124 lines

How it starts

The opening of the file, as written. The whole thing — 124 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/portfolio-status

  1. 加载 ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → 风险校准(定义如何解读 risk: 字段)。
  2. 按以下工作流操作。
  3. 解析 ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml。默认过滤已结案件(使用 --all 包含)。
  4. 生成汇总:风险分布、未来 14/30/60 天内到期节点、超过30天未更新案件、重要性汇总、阶段分布。
  5. 标注异常——所有标记为危急、next_deadline 已逾期、风险为中或高但未指定外聘律师的案件。

案件组合状态

目的

一次阅读回答:我手上有多少案件、什么需要关注、什么在滑落?输出适合速览——为在下个电话前只有三分钟的律师设计。

加载上下文

  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml —— 真实来源
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md —— 风险校准(正确解读风险/重要性字段)

标记与过滤

默认:仅活跃案件(排除 status: closed)。

标记:

  • --all —— 包含已结案件
  • --risk=high(或 critical / medium / low)—— 按风险级别过滤
  • --stale —— 仅 last_updated > 30天的案件
  • --type=employment —— 按案件类别过滤
  • --owner=[姓名] —— 按业务/HR/公关负责人过滤

汇总

[工作成果标头——根据插件配置 ## 输出——因角色不同;见 `## 使用者`]

# 案件组合状态 —— [今天]

**活跃案件:** [N]
**已结(本年度):** [N] *(仅使用 --all 时显示)*

---

## 按风险

| 风险 | 数量 | 案件 |
|---|---|---|
| 危急 | [N] | [代号] |
| 高 | [N] | [代号] |
| 中 | [N] | [仅数量——使用 `--risk=medium` 展开] |
| 低 | [N] | [仅数量] |

## 即将到期节点

| 期限内 | 案件 |
|---|---|
| 14天 | [代号 —— 节点 —— 简述] |
| 15–30天 | [...] |
| 31–60天 | [...] |

*逾期的 `next_deadline` 在下方单独标注。*

## 重要性

| 类别 | 数量 | 敞口合计(中位值) |
|---|---|---|
| 需计提 | [N] | [金额] |
| 已披露 | [N] | [金额] |
| 监控中 | [N] | — |
| 不适用 | [N] | — |

## 按阶段

[表格:起诉/答辩 / 证据交换 / 庭审 / 和解 / 上诉]

---

## 异常与标注

- **逾期节点:** [列出 next_deadline 已过的代号]
- **陈旧(>30天未更新):** [列表]
- **利益冲突未解决:** [列出 conflicts.status 为 pending 或 not-run 的代号]
- **利益冲突已绕过(override 有效):** [列出 conflicts.override.by 已填充的代号——在手动清除前永久标注]
- **高/危急风险但无外聘律师:** [列表]
- **已计提但 >60天未更新:** [列表] —— 计提重新校准可能已逾期
- **活跃诉讼中未发出证据保全:** [列表]
- **缺失字段:** [代号 → 字段]

异常规则

这些检查使本技能有用而非装饰性:

  1. 逾期节点: next_deadline < 今天status != closed
  2. 陈旧: last_updated < 今天 - 30天status != closed
  3. 利益冲突未解决: conflicts.status in [pending, not-run]status != closed 3b. 利益冲突绕过有效: conflicts.override.by != null(永不自清除)
  4. 高风险无覆盖: risk in [high, critical]outside_counsel.firm == null
  5. 计提陈旧: materiality == reservedlast_updated < 今天 - 60天
  6. 证据保全缺口: 活跃案件且 legal_hold.issued == false —— 保全义务在合理预期诉讼时即附着
  7. 缺失字段: 任何必填字段为空——riskmaterialitystatusopenedconflicts.status

Read the full file on GitHub · 124 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. 9d ago First seen · 124 lines · 67 tokens per session scan A 14c051058b6f

Subscribe to this mod's changes

portfolio-status is a skill published in the GitHub repository zhou210712/claude-for-legal-ZH (212 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 67 tokens to every session and 1,544 once invoked, about $0.0003 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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