portfolio

Track China IP deadlines and generate renewal decisions from portfolio data.

6|Updated May 21, 2026
One-click install
npx skills add https://github.com/oxunafufa55/claude-for-legal-china-IP --skill portfolio-oxunafufa55
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/oxunafufa55/claude-for-legal-china-IP/tree/main/skills/portfolio
Command: npx skills add https://github.com/oxunafufa55/claude-for-legal-china-IP --skill portfolio-oxunafufa55

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill solves the operational risk and compliance gaps caused by missing patent annuity payments and trademark renewal deadlines across a China IP portfolio.

Core Features & Use Cases

It imports and validates portfolio data, calculates deadlines with overdue/late-payment logic, and produces daily/weekly risk-tier reminders. It also analyzes portfolio health by assessing whether to maintain, abandon, transfer, or license patents, and monitors trademark use evidence for potential cancellation risk. It is designed for IP teams supporting patent/mark/soft copyright/bayout rights lifecycle tracking, budgeting, and executive-ready decision reporting.

Quick Start

Ask it to generate a 30-day deadline risk report and renewal decisions from your portfolio CSV file, using your next_deadline and fee_amount fields.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track patent annuities and trademark renewal deadlines for a China IP portfolio?

You can track deadlines by importing your portfolio data from CSV, JSON, or XLSX files. The system computes expiration and fee timelines, applies overdue and recovery buffer rules, and produces structured risk-tier reports for daily and monthly executive review.

What is risk tiering for IP assets and how does it work for renewal decisions?

Risk tiering categorizes IP assets by deadline urgency and financial exposure to guide renewal decisions. It applies overdue and recovery buffer rules to your portfolio data, then recommends whether to maintain, abandon, transfer, or license patents based on computed timelines and fee amounts.

How do I generate a 30-day deadline risk report from my portfolio data?

You generate a 30-day deadline risk report by uploading a portfolio CSV file with fields like next_deadline and fee_amount. The system computes expiration timelines, applies overdue and buffer rules, and outputs structured risk-tier reminders and renewal decision recommendations.

Does this IP portfolio monitor support software copyright and integrated circuit layout design tracking?

Yes, this IP portfolio monitor supports software copyright and integrated circuit layout design tracking alongside patents and trademarks. It manages end-to-end legal status monitoring and deadline tracking for all these asset types within your China IP portfolio.

Can I assess trademark cancellation risk and monitor use evidence with this Skill?

Yes, you can assess trademark cancellation risk by monitoring trademark use evidence. The system analyzes portfolio health and flags potential cancellation risks, integrating these insights into structured outputs for executive-ready decision reporting.

What are the limitations of using automated renewal decision recommendations for China IP assets?

Automated renewal decision recommendations depend on the accuracy of imported CSV, JSON, or XLSX portfolio data and proper field validation. They also require external search source synchronization for legal status updates and manual oversight for final transfer or licensing decisions.