portfolio

Compute renewal and fee deadlines for IP portfolios from a maintained register.

Updated Dec 4, 2025
One-click install
npx skills add https://github.com/PolliticalSolutions/political-portal --skill portfolio-polliticalsolutions
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/PolliticalSolutions/political-portal/tree/main/.claude/skills/ip-legal/portfolio
Command: npx skills add https://github.com/PolliticalSolutions/political-portal --skill portfolio-polliticalsolutions

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The portfolio skill prevents missed legal and maintenance deadlines by keeping a structured calendar of what is renewing, due, in grace, or effectively lapsed across trademarks, patents, copyrights, designs, and domains.

Core Features & Use Cases

  • Deadline reporting: Produces a grouped view of upcoming and urgent actions within configurable time windows, including grace and lapsed states.
  • Interactive asset onboarding: Captures new assets by type, jurisdiction, identifiers, key dates, and ownership details, then computes next deadlines.
  • Safe updates and maintenance tracking: Records filings/fee payments and status changes with a consequential-action gate to avoid incorrectly marking deadlines as “filed.”
  • Portfolio health audits: Checks for deadline hygiene, registration gaps, use-in-commerce risk (for trademarks), ownership inconsistencies, expiration horizons, and unwatched assets.
  • System-of-record alignment: Works best when connected to an IP management system (via MCP), or otherwise uses user-provided docket/export data while clearly flagging what cannot be confidently computed.

Quick Start

Run the portfolio skill in report mode to see what deadlines are coming due in the next 90 days: /ip-legal:portfolio --report

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track trademark and patent renewal deadlines across an IP portfolio?

You can track IP renewal deadlines by computing maintenance and fee due dates from user-provided filings and a persisted YAML register. The portfolio skill processes trademarks, patents, copyrights, designs, and domains to report upcoming, grace, and lapsed items.

What is the best way to audit IP portfolio health for registration gaps and use-in-commerce risk?

Auditing IP portfolio health involves checking deadline hygiene, registration gaps, ownership inconsistencies, and unwatched assets. The skill performs portfolio health audits to identify expiration horizons and specific trademark use-in-commerce risks.

Can I compute patent maintenance fee due dates from an exported docket?

Yes, you can compute patent maintenance fee deadlines using user-provided docket or export data. The skill flags any information that cannot be confidently computed when operating without a direct IP management system connection.

Does this deadline tracking workflow support adding new trademark assets interactively?

Yes, the deadline tracking workflow supports interactive asset onboarding by capturing type, jurisdiction, identifiers, key dates, and ownership details. It then automatically computes the next upcoming deadlines for the newly added assets.

How do I safely update IP status and record fee payments without incorrect filing marks?

To safely update IP status, the workflow applies a consequential-action verification gate before marking deadlines as filed. This prevents incorrectly recording fee payments or status changes and maintains audit-ready compliance context.

What are the limitations of computing copyright and design renewal dates without an MCP system connection?

Without an MCP system connection, the skill relies on user-provided data and clearly flags items that cannot be confidently computed. It requires YAML register persistence to maintain accurate deadline tracking and audit context.