Home / Skills / Finance & Investment / portfolio-status

portfolio-status

By anthropics. Updated May 11, 2026. Categories: Finance & Investment.

Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.

View repository on GitHub

SKILL.md

The description above is the indexed summary. With JavaScript enabled, this page also loads the SKILL.md text from GitHub.