portfolio

Track intellectual property deadlines for renewals, maintenance, filings, and use declarations.

109|20|Updated Mar 7, 2025
One-click install
npx skills add https://github.com/stakwork/stakgraph --skill portfolio-stakwork
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/stakwork/stakgraph/tree/main/mcp/skills/ip-legal/portfolio
Command: npx skills add https://github.com/stakwork/stakgraph --skill portfolio-stakwork

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps maintain an accurate intellectual property portfolio register so trademark renewals, patent maintenance fees, domain renewals, use declarations, and ownership issues do not get overlooked.

Core Features & Use Cases

  • Deadline Reporting: Surface lapsed, grace-period, due-soon, upcoming, agent-managed, and unknown portfolio items across configurable reporting windows.
  • Portfolio Management: Add assets, update filing and payment statuses, capture jurisdiction-specific rules, and synchronize records with an IP management system when connected.
  • Portfolio Auditing: Identify missing dates, stale pending applications, uncertain trademark use, ownership inconsistencies, approaching patent expirations, and unwatched registered marks.
  • Use Case: Review a company’s IP portfolio for the next 90 days, identify trademarks approaching their use declaration window, and prepare verification tasks for counsel before any filing or payment.

Quick Start

Use the portfolio skill to report all IP deadlines due within the next 90 days and flag items that require verification against the relevant registry.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track trademark renewals and patent maintenance deadlines across different jurisdictions?

Track trademark renewals and patent maintenance deadlines by applying jurisdiction-specific maintenance rules to your IP portfolio dates. This surfaces due-soon, grace-period, and lapsed items across configurable reporting windows to prevent missed filings.

What is an IP portfolio audit and how does it identify ownership inconsistencies?

An IP portfolio audit identifies missing dates, stale pending applications, uncertain trademark use, and ownership inconsistencies. It reviews registered marks and approaching patent expirations to flag unwatched assets requiring legal operations verification.

How do I report upcoming intellectual property deadlines due within the next 90 days?

Report upcoming intellectual property deadlines by configuring a 90-day reporting window. The system surfaces trademark renewals, patent maintenance fees, and use declarations approaching their deadlines, flagging items needing registry verification.

Can I synchronize my IP portfolio register with my existing IP management system?

You can synchronize your IP portfolio register with an IP management system when connected. This allows you to add assets, update filing and payment statuses, and capture jurisdiction-specific rules while maintaining accurate portfolio records.

Do I need to verify portfolio items against authoritative registries before taking consequential action?

You must verify portfolio items against authoritative registries before any consequential action. The system requires portfolio dates, jurisdiction-specific maintenance rules, and source-system details to prepare verification tasks for counsel before filing.

What types of intellectual property assets can I manage for deadline tracking?

Manage trademark, patent, copyright, design, and domain portfolio assets for deadline tracking. The system surfaces renewal, maintenance, filing, and use-declaration deadlines across these asset types for comprehensive legal compliance reporting.