portfolio

Generate IP deadline reports and audit renewal risks across asset types.

183|37|Updated May 15, 2026
One-click install
npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill portfolio-zhou210712
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/zhou210712/claude-for-legal-ZH/tree/main/ip-legal/skills/portfolio
Command: npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill portfolio-zhou210712

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill prevents IP assets from quietly lapsing by helping you track trademark renewals, patent maintenance fees, and trademark commercial-use risks against upcoming deadlines.

Core Features & Use Cases

  • Multi-mode IP portfolio control: generate deadline reports for the next 30/60/90/180 days, add new assets, update fee/renewal completion, and run a broader health audit to surface gaps and risks.
  • Structured maintenance tracking: maintain a local “portfolio register” with asset metadata (IDs, jurisdictions, owners, status) and computed next-deadline items for renewals/fees.
  • Trademark “撤三” use-risk awareness: flag trademarks that may be vulnerable under Article 49 when continuous non-use for three years is possible and usage evidence is uncertain.

Quick Start

Run /ip-legal:portfolio --report to view upcoming IP renewals, maintenance fee events, and trademark risks within the default 90-day window.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track trademark renewal deadlines and patent maintenance fees in one place?

Track trademark renewal deadlines and patent maintenance fees by generating reports across your IP portfolio. The tool computes upcoming deadlines within 30, 60, 90, or 180-day windows and updates your local register with fee payment statuses.

What is trademark commercial-use compliance risk and how do I audit it?

Trademark commercial-use compliance risk involves potential cancellation under non-use rules like Article 49. You can audit this risk by running a health check that flags trademarks vulnerable after three years of continuous non-use with uncertain evidence.

How do I manage IP docket expirations for patents, copyrights, and domains?

Manage IP docket expirations by maintaining a local portfolio register with asset metadata, IDs, and jurisdictions. The system generates computed next-deadline items for patents, copyrights, and domains, requiring explicit user verification against official registries.

Can I add new IP assets and update renewal completion status locally?

You can add new IP assets and update renewal completion status locally using parameter-driven modes. The tool persists data in a local register, allowing you to append new entries and mark maintenance fees or renewals as complete.

Does this IP portfolio tool require any external integrations or dependencies?

This IP portfolio tool requires no external dependencies or integrations. It operates entirely through a local SKILL.md-defined interface with parameter-driven modes, persisting your portfolio register locally without connecting to official registries.

What are the limitations of tracking IP renewals without direct official registry connections?

Tracking IP renewals locally without direct official registry connections requires explicit user verification against those official sources. The tool computes next deadlines and flags risks from your local register but cannot automatically sync or validate data with external government databases.