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Agent skill

Portfolio Strategy

by cbrock84 in cbrock84/headcount

Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence.

MITAuto-check passed

Install Portfolio Strategy

skills CLI
$ npx skills add cbrock84/headcount --skill portfolio-strategy -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install cbrock84/headcount portfolio-strategy --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/corporate-strategy/skills/portfolio-strategy .claude/skills/portfolio-strategy && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
portfolio-strategy
GitHub stars
2k
Token cost
~913 tokens
SKILL.md length
518 words
Files
2 (incl. references)
Skills in repo
178
Repo updated
First seen
Licence
MIT

At a glance

Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence.

  • SKILL.md covers Assess each line on two axes, Judge on marginal return, not…, Exit is the hardest decision… and Running a review, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Portfolio Strategy is an agent skill from cbrock84/headcount. Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Use this to allocate budget across businesses, evaluate whether a product line should continue, decide whether to exit one, structure a portfolio review, or when several initiatives compete for the same limited investment.

Its SKILL.md is about 910 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/sources.md`).

The repository describes itself as: An agent organization structured as a company — 15+ departments, 125+ skills, each independently installable, citing the standards and regulators that settle the question. Runs… The licence is MIT.

Example prompts

  • “Use the portfolio-strategy skill to decide where capital and attention go across business lines, products, and markets — what to fund, hold…”
  • “/portfolio-strategy”

What it can do on your machine

Read from SKILL.md and the folder at commit 98d1c17. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Portfolio Strategy loads about 913 tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 97 tokens; SKILL.md has 518 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~97
When it runs · the whole SKILL.md, loaded when a task matches
~913
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from cbrock84/headcount at commit 98d1c17, republished under its MIT licence (© cbrock84). 518 words, ~913 tokens.

Download SKILL.mdSave it as .claude/skills/portfolio-strategy/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
portfolio-strategy
description
Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Use this to allocate budget across businesses, evaluate whether a product line should continue, decide whether to exit one, structure a portfolio review, or when several initiatives compete for the same limited investment.

Portfolio strategy

Most organizations fund by inertia. Last year's allocation plus a percentage, adjusted by who argued hardest. Portfolio strategy is the discipline of deciding again, deliberately.

Assess each line on two axes

Attractiveness — is this a good place to be? Market size and growth, structural profitability, concentration of buyer power, regulatory direction, and how the economics behave as it scales.

Right to win — is it good for us? Our position relative to alternatives, the assets or capabilities that transfer, and whether the advantage is durable or borrowed.

The combination gives you four postures, and the honest one is usually uncomfortable:

  • Attractive, we can win — fund properly. Underfunding these is the most common and most expensive portfolio error.
  • Attractive, we cannot win — the seductive trap. Everyone wants in on a good market. Entering without an advantage funds someone else's growth.
  • Unattractive, we can win — harvest. Run for cash, do not invest for growth.
  • Neither — exit. Slowly and reluctantly is how these consume a decade of attention.

Judge on marginal return, not absolute size

The question is never "is this business good." It is "what does the next dollar do here versus elsewhere." A large profitable line may be a poor place for incremental investment; a small one may be the best.

Watch for cross-subsidy. A weak line supported by a strong one is a decision, and it should be an explicit one with a thesis and an end date — not an accident nobody has looked at.

Exit is the hardest decision and the most valuable

Sunk cost, internal advocates, and the discomfort of admitting a bet failed all argue for one more year. The test is prospective: knowing what we know now, would we start this today? If not, the only question is how to exit well.

Exiting frees more than the money. It frees the attention of the people running it, which is usually the scarcer resource.

Plan exits properly: customer commitments, employee treatment, and contractual obligations. A badly run exit costs more than the business was losing.

Show full SKILL.md (179 more words)Show less

Running a review

Same evidence for every line, prepared by a neutral party rather than by each line's advocate. Set the criteria and weights before seeing the numbers — weighting afterward reproduces the allocation you already had.

Force a ranking. Tiers are how everything stays funded.

Sources

references/sources.md in this skill lists the outside authorities that settle the questions here — what each one is authoritative for, and what you may do with it. Check them before answering on anything they cover, and cite what you used. Most are free to read and not free to reproduce; the use note on each is binding.

Never

  • Fund a line because it is large. Fund it on marginal return.
  • Keep a line alive on sunk cost.
  • Starve a line without deciding to exit it. Slow starvation costs more than a clean exit.
  • Review the portfolio only when a line is already in trouble.

Return contract

Each line with its posture and evidence, the recommended allocation and what changed from last period, what you are stopping, and the indicator that would reverse each call.

© cbrock84, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/corporate-strategy/skills/portfolio-strategy of cbrock84/headcount.

  • SKILL.md
  • references/sources.md

Open the folder on GitHubat commit 98d1c17

Compare with similar skills

Portfolio Strategy next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Portfolio Strategy compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Portfolio Strategy this skillcbrock84/headcount2k—~913Automated safety check: PassMIT
Decidealirezarezvani/claude-skills28k—~871Automated safety check: PassMIT
Portfolioanthropics/claude-for-legal9.6k3 repos~5.3kAutomated safety check: PassApache-2.0
Trader Portfolioruvnet/ruflo74k—~475Automated safety check: NotesMIT
Decidesuperset-sh/superset15k—~695Automated safety check: PassCustom licence
Portfolio Reviewxbtlin/ai-berkshire17k—~1.2kAutomated safety check: PassMIT

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Questions about Portfolio Strategy

What does Portfolio Strategy do?

Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Portfolio Strategy is an agent skill from cbrock84/headcount. Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence.

How do I install Portfolio Strategy in Claude Code?

Run `npx skills add cbrock84/headcount --skill portfolio-strategy -a claude-code`. Or copy the skill folder (plugins/corporate-strategy/skills/portfolio-strategy in cbrock84/headcount) into .claude/skills/portfolio-strategy in your project. Claude Code loads it when a task matches its description.

How do I install Portfolio Strategy in Codex?

Run `npx skills add cbrock84/headcount --skill portfolio-strategy -a codex`. Or copy the skill folder (plugins/corporate-strategy/skills/portfolio-strategy in cbrock84/headcount) into .agents/skills/portfolio-strategy in your project. Codex loads it when a task matches its description.

Can I use Portfolio Strategy in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cbrock84/headcount --skill portfolio-strategy -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/portfolio-strategy, .gemini/skills/portfolio-strategy, .github/skills/portfolio-strategy and .opencode/skills/portfolio-strategy in your project.

What does Portfolio Strategy need to run?

SKILL.md names no scripts, command-line tools or credentials: Portfolio Strategy is instructions for the agent only.

Does Portfolio Strategy access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Portfolio Strategy safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Portfolio Strategy use?

Portfolio Strategy is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Portfolio Strategy use?

About 913 tokens (SKILL.md is roughly 3.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 369 tokens, read only when the agent opens those files.

What are the alternatives to Portfolio Strategy?

Skills that share tags, products or a category with Portfolio Strategy: Decide (alirezarezvani/claude-skills, 28k stars), Portfolio (anthropics/claude-for-legal, 9.6k stars), Trader Portfolio (ruvnet/ruflo, 74k stars) and Decide (superset-sh/superset, 15k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Portfolio Strategy?

cbrock84 (a GitHub user) maintains it in cbrock84/headcount, which has 2,022 GitHub stars. The repository holds 178 skills in this directory. The repository was last updated on September 17, 2026.

Source: cbrock84/headcount on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.