portfolio-status

Name: portfolio-status
Availability: InStock
Author: gtgspot

Roll up portfolio matters from _log.yaml into a structured status report.

Updated May 28, 2026

Search Tags:#compliance #portfolio #deadlines #risk #anomalies #litigation #matter-management

Ready to run

npx skills add https://github.com/gtgspot/clegal --skill portfolio-status-gtgspot

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-status
Source: https://github.com/gtgspot/clegal/tree/main/litigation-legal/skills/portfolio-status
Command: npx skills add https://github.com/gtgspot/clegal --skill portfolio-status-gtgspot

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Roll up the portfolio from _log.yaml to surface risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies.

Core Features & Use Cases

Roll up active matters from the log to provide a consolidated risk and status view.
Filter and surface anomalies, overdue deadlines, and materiality totals for quick decision-making.
Generate a portable, ready-to-share portfolio rollup for executive summaries and reviews.

Quick Start

Run portfolio-status to generate the current portfolio rollup from the matters log using default filters.

Frequently Asked Questions about portfolio-status

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

FAQPage Schema

How do I roll up a portfolio of active matters for a quick status check?▼

To roll up a portfolio of active matters, you can generate a consolidated status view from a structured matters log. This surfaces risk distribution, upcoming deadlines, stale matters, and flagged anomalies for quick decision-making.

How do I surface risk distribution and materiality totals across active litigation matters?▼

You can surface risk distribution and materiality totals by reading a matters log and applying a risk calibration file. This interprets the risk and materiality of active matters to produce a structured rollup for executive briefings.

What is the best way to identify stale matters and upcoming deadlines in matter management?▼

Identifying stale matters and upcoming deadlines in matter management requires rolling up active matter logs to flag overdue items. This approach highlights stale matters and anomalies alongside stage distribution for portfolio reviews.

Can I filter a portfolio rollup to only show high risk or stale compliance matters?▼

Yes, you can filter a portfolio rollup to show only high risk or stale compliance matters. Optional filters allow you to isolate specific risk levels, stale records, or surface all active matters for targeted status checks.

Does portfolio status reporting work without external dependencies for executive briefings?▼

Portfolio status reporting works without external dependencies by reading a local matters log file. It uses a local risk calibration configuration to interpret data and emits a portable, ready-to-share rollup suitable for executive summaries.

Why are some matters flagged as anomalies during a portfolio review?▼

Matters are flagged as anomalies during a portfolio review when the rollup process detects irregularities in the matters log. This mechanism highlights unexpected risk, materiality, or status deviations across the active portfolio for follow-up actions.