portfolio

Track IP portfolio deadlines and audit assets using YAML configuration.

1|Updated Jun 27, 2026

Search Tags:#legal compliance #deadline tracking #IP portfolio management #IP register #IP maintenance

Ready to run

npx skills add https://github.com/bomday/projetao-tatico --skill portfolio-bomday

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/ip-legal/skills/portfolio
Command: npx skills add https://github.com/bomday/projetao-tatico --skill portfolio-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill unit provides a comprehensive system for tracking IP portfolio deadlines, registrations, renewals, and maintenance fees, ensuring you stay organized and compliant with legal requirements.

Core Features & Use Cases

Track Deadlines: Monitor registrations, renewals, and maintenance fees to avoid lapses and ensure compliance.
Add and Update Assets: Interactively add new assets or update existing ones with detailed information.
Audit Register: Conduct a thorough health check of your IP register, identifying gaps and lapses.
Use Cases: Ideal for lawyers and legal professionals managing IP portfolios, ensuring timely maintenance filings and renewals for trademarks, patents, and copyrights.

Quick Start

Use the /ip-legal:portfolio --report command to see a report of all upcoming deadlines for the next 90 days.

Frequently Asked Questions about portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I track IP portfolio deadlines and maintenance fees?▼

To track IP portfolio deadlines, you can generate a report of upcoming maintenance fees and renewals for the next 90 days. This ensures you stay compliant by avoiding lapses for trademarks, patents, and copyrights.

Can I manage an IP register across multiple jurisdictions and IP types?▼

Yes, you can manage an IP register across various jurisdictions and IP types. The system allows you to interactively add new assets or update existing ones with detailed information to maintain compliance.

How do I audit my IP register for gaps and compliance lapses?▼

You can audit your IP register by running a thorough health check to identify gaps and compliance lapses. This helps maintain the accuracy of your portfolio and ensures timely maintenance filings.

Does this IP portfolio tracker require specific configuration or storage formats?▼

This IP portfolio tracker uses YAML for configuration and storage of the IP register. You interact with the system via command-line instructions to report on and manage your tracked assets.

What is the best way to monitor upcoming trademark and patent renewals?▼

The best way to monitor upcoming trademark and patent renewals is to generate a deadline tracking report. This highlights upcoming registrations and maintenance fees to prevent legal lapses.

Are there limitations when using YAML for IP portfolio management?▼

Using YAML for IP portfolio management requires manual configuration and storage of your IP register. You must run specific commands to view reports and interactively update assets to avoid missing deadlines.