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portfolio-status

Summarize legal matter statuses from YAML data with risk and deadline indicators.

1|Updated Jun 27, 2026
Search Tags:#risk assessment#deadline tracking#portfolio analytics#legal matters#portfolio status
One-click install
npx skills add https://github.com/bomday/projetao-tatico --skill portfolio-status-bomday
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/litigation-legal/skills/portfolio-status
Command: npx skills add https://github.com/bomday/projetao-tatico --skill portfolio-status-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python, yamllint, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Quickly summarize the status of your portfolio, highlighting risks, deadlines, and anomalies, for an at-a-glance assessment of where you stand.

Core Features & Use Cases

  • Portfolio Rollup: Summarize key portfolio metrics such as risk distribution, deadlines, and materiality.
  • Flag Anomalies: Identify critical risks, overdue deadlines, and stale matters.
  • Filter and Search: Narrow down the view with filters for risk, status, and matter type.

Quick Start

To view the portfolio status for all matters, use the command 'get portfolio status --all'.

Frequently Asked Questions about portfolio-status

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

FAQPage Schema
How do I summarize legal matter statuses and flag risks from a YAML file?▼

To summarize legal matter statuses from a YAML file, you can use a portfolio status tool to apply filters and risk assessments, generating a high-level overview that highlights critical risks, overdue deadlines, and anomalies.

What is the best way to track overdue deadlines and anomalies in a legal portfolio?▼

Tracking overdue deadlines and anomalies in a legal portfolio involves analyzing structured YAML data to identify stale matters and critical risks, providing an at-a-glance assessment of your portfolio's materiality and status distribution.

How do I filter legal matters by risk level and status for portfolio analytics?▼

Filtering legal matters by risk level and status for portfolio analytics requires processing structured YAML files to narrow down the view, allowing you to isolate specific matter types and generate targeted status reports.

Does portfolio status tracking require Python and yamllint dependencies?▼

Yes, portfolio status tracking with this advanced implementation requires Python and yamllint dependencies to parse the YAML file detailing matters and execute risk assessment scripts for generating reports.

Can I get a comprehensive overview of my legal portfolio's risk distribution?▼

You can get a comprehensive overview of your legal portfolio's risk distribution by running a command like 'get portfolio status --all' on your structured YAML data to summarize key metrics and flag anomalies.

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