portfolio-ingest

Extract and classify portfolio entities from uploaded documents into JSON files.

12|2|Updated Mar 4, 2026
One-click install
npx skills add https://github.com/cogni-work/cogni-works --skill portfolio-ingest
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio-ingest
Source: https://github.com/cogni-work/cogni-works/tree/main/cogni-portfolio/skills/portfolio-ingest
Command: npx skills add https://github.com/cogni-work/cogni-works --skill portfolio-ingest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires document-skills, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the tedious process of manually creating portfolio entities (products, features, markets) from existing documents, saving significant time and effort.

Core Features & Use Cases

  • Automated Entity Extraction: Identifies and extracts potential products, features, and markets from uploaded documents.
  • Document Support: Handles various file types including .md, .docx, .pptx, .xlsx, and .pdf.
  • Duplicate Prevention: Cross-references extracted entities with existing ones to avoid duplicates.
  • Use Case: You have a product overview in a PDF and a feature list in a Word document. This Skill can parse both, identify the product and its features, and propose them for addition to your structured portfolio.

Quick Start

Ingest portfolio entities from the uploaded files in the 'uploads/' directory.

Frequently Asked Questions about portfolio-ingest

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

FAQPage Schema
How do I extract portfolio entities from product management documents?

To extract portfolio entities from product management documents, you upload files like markdown, docx, pptx, xlsx, or pdf to the uploads directory. The Skill parses these documents to identify and classify products, features, and markets.

What is the best way to automate product portfolio data ingestion from existing files?

Automating product portfolio data ingestion from existing files is best handled by parsing uploaded documents against an existing portfolio.json file. This process extracts new entities, prevents duplicates, and moves processed files to a dedicated directory.

Can I extract product features and markets from PDF and Word documents?

Yes, you can extract product features and markets from PDF and Word documents. The Skill supports ingestion from markdown, docx, pptx, xlsx, and pdf formats, leveraging document-skills to process non-markdown files for entity extraction.

Do I need a portfolio.json file to prevent duplicate entity creation during ingestion?

Yes, an existing portfolio.json file is analyzed during ingestion to prevent duplicate entity creation. The Skill cross-references extracted products, features, and markets against this file before creating new entity JSON files.

How does document processing handle files after extracting portfolio entities?

Document processing handles extracted portfolio entities by creating new JSON files for them. After successful extraction and classification, the original uploaded documents are automatically moved to the uploads/processed/ directory.