Agent skill

Portfolio Status

by zhou210712 in zhou210712/claude-for-legal-ZH

从 log.yaml 汇总案件组合——风险分布、即将到期的节点、 陈旧案件、重要性汇总、阶段分布和异常标注. An agent skill from zhou210712/claude-for-legal-ZH.

Apache-2.0Auto-check passed

Install Portfolio Status

skills CLI
$ npx skills add zhou210712/claude-for-legal-ZH --skill portfolio-status -a claude-code

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

GitHub CLI
$ gh skill install zhou210712/claude-for-legal-ZH portfolio-status --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/zhou210712/claude-for-legal-ZH.git skills-src && mkdir -p .claude/skills && cp -r skills-src/litigation-legal/skills/portfolio-status .claude/skills/portfolio-status && 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-status
GitHub stars
225
Token cost
~721 tokens
SKILL.md length
119 words
Files
1
Skills in repo
122
Repo updated
First seen
Licence
Apache-2.0

At a glance

从 log.yaml 汇总案件组合——风险分布、即将到期的节点、 陈旧案件、重要性汇总、阶段分布和异常标注. An agent skill from zhou210712/claude-for-legal-ZH.

  • Works in 5 steps: 加载… → 按以下工作流操作。 → 解析… → …
  • SKILL.md covers 目的, 加载上下文, 标记与过滤 and 汇总, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Portfolio Status is an agent skill from zhou210712/claude-for-legal-ZH. 从 log.yaml 汇总案件组合——风险分布、即将到期的节点、 陈旧案件、重要性汇总、阶段分布和异常标注。 当用户问"案件总体情况如何"、"有多少个未结案件"或需要案件组合汇总时使用。

Its SKILL.md is about 720 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

The licence is Apache-2.0.

Example prompts

  • “案件总体情况如何”
  • “有多少个未结案件”
  • “/portfolio-status”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. 加载 ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → 风险校准(定义如何解读 risk: 字段)。
  2. 按以下工作流操作。
  3. 解析 ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml。默认过滤已结案件(使用 --all 包含)。
  4. 生成汇总:风险分布、未来 14/30/60 天内到期节点、超过30天未更新案件、重要性汇总、阶段分布。
  5. 标注异常——所有标记为危急、next_deadline 已逾期、风险为中或高但未指定外聘律师的案件。

What it can do on your machine

Read from SKILL.md and the folder at commit 2f01c92. 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 (its code samples are markdown).

    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 Status loads about 721 tokens when it runs. Until then it costs about 28 tokens; SKILL.md has 119 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~28
When it runs · the whole SKILL.md, loaded when a task matches
~721

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 zhou210712/claude-for-legal-ZH at commit 2f01c92, republished under its Apache-2.0 licence (© zhou210712). 119 words, ~721 tokens.

Download SKILL.mdSave it as .claude/skills/portfolio-status/SKILL.md (or your agent's skills folder).
name
portfolio-status
description
从 _log.yaml 汇总案件组合——风险分布、即将到期的节点、 陈旧案件、重要性汇总、阶段分布和异常标注。 当用户问"案件总体情况如何"、"有多少个未结案件"或需要案件组合汇总时使用。
argument-hint
[--all | --risk=high | --stale]

/portfolio-status

  1. 加载 ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md → 风险校准(定义如何解读 risk: 字段)。
  2. 按以下工作流操作。
  3. 解析 ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml。默认过滤已结案件(使用 --all 包含)。
  4. 生成汇总:风险分布、未来 14/30/60 天内到期节点、超过30天未更新案件、重要性汇总、阶段分布。
  5. 标注异常——所有标记为危急、next_deadline 已逾期、风险为中或高但未指定外聘律师的案件。

案件组合状态

目的

一次阅读回答:我手上有多少案件、什么需要关注、什么在滑落?输出适合速览——为在下个电话前只有三分钟的律师设计。

加载上下文

  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml —— 真实来源
  • ~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md —— 风险校准(正确解读风险/重要性字段)

标记与过滤

默认:仅活跃案件(排除 status: closed)。

标记:

  • --all —— 包含已结案件
  • --risk=high(或 critical / medium / low)—— 按风险级别过滤
  • --stale —— 仅 last_updated > 30天的案件
  • --type=employment —— 按案件类别过滤
  • --owner=[姓名] —— 按业务/HR/公关负责人过滤

汇总

markdown
[工作成果标头——根据插件配置 ## 输出——因角色不同;见 `## 使用者`]

# 案件组合状态 —— [今天]

**活跃案件:** [N]
**已结(本年度):** [N] *(仅使用 --all 时显示)*

---

## 按风险

| 风险 | 数量 | 案件 |
|---|---|---|
| 危急 | [N] | [代号] |
| 高 | [N] | [代号] |
| 中 | [N] | [仅数量——使用 `--risk=medium` 展开] |
| 低 | [N] | [仅数量] |

## 即将到期节点

| 期限内 | 案件 |
|---|---|
| 14天 | [代号 —— 节点 —— 简述] |
| 15–30天 | [...] |
| 31–60天 | [...] |

*逾期的 `next_deadline` 在下方单独标注。*

## 重要性

| 类别 | 数量 | 敞口合计(中位值) |
|---|---|---|
| 需计提 | [N] | [金额] |
| 已披露 | [N] | [金额] |
| 监控中 | [N] | — |
| 不适用 | [N] | — |

## 按阶段

[表格:起诉/答辩 / 证据交换 / 庭审 / 和解 / 上诉]

---

## 异常与标注

- **逾期节点:** [列出 next_deadline 已过的代号]
- **陈旧(>30天未更新):** [列表]
- **利益冲突未解决:** [列出 conflicts.status 为 pending 或 not-run 的代号]
- **利益冲突已绕过(override 有效):** [列出 conflicts.override.by 已填充的代号——在手动清除前永久标注]
- **高/危急风险但无外聘律师:** [列表]
- **已计提但 >60天未更新:** [列表] —— 计提重新校准可能已逾期
- **活跃诉讼中未发出证据保全:** [列表]
- **缺失字段:** [代号 → 字段]

异常规则

这些检查使本技能有用而非装饰性:

  1. 逾期节点: next_deadline < 今天 且 status != closed
  2. 陈旧: last_updated < 今天 - 30天 且 status != closed
  3. 利益冲突未解决: conflicts.status in [pending, not-run] 且 status != closed 3b. 利益冲突绕过有效: conflicts.override.by != null(永不自清除)
  4. 高风险无覆盖: risk in [high, critical] 且 outside_counsel.firm == null
  5. 计提陈旧: materiality == reserved 且 last_updated < 今天 - 60天
  6. 证据保全缺口: 活跃案件且 legal_hold.issued == false —— 保全义务在合理预期诉讼时即附着
  7. 缺失字段: 任何必填字段为空——risk、materiality、status、opened、conflicts.status

以下一步决策树收尾

以 CLAUDE.md ## 输出 中的下一步决策树收尾。根据本技能刚产生的内容自定义选项——五个默认分支(起草X、上报、获取更多事实、观察等待、其他选择)是起点而非锁定项。决策树本身就是输出;由律师选择。

如案件组合超过约10个案件,或在用户任何要求时:提出仪表板方案(见 CLAUDE.md ## 输出 → 数据密集输出的仪表板提议)。为此输出定制提议——按风险级别计数、即将到期节点的时间线、及带状态、冲突检查和最后触及日期的可排序案件台账。

本技能不做什么

  • 做出决定。浮现需要关注的事项;用户决定优先级。
  • 假装拥有不存在的精度。敞口中位值是粗略估计,应如此标注。
  • 替代真实的案件管理系统。这是工作记忆汇总,不是记录系统。

© zhou210712, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in litigation-legal/skills/portfolio-status of zhou210712/claude-for-legal-ZH.

Open the folder on GitHubat commit 2f01c92

Compare with similar skills

Portfolio Status 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 Status compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Portfolio Status this skillzhou210712/claude-for-legal-ZH225—~721Automated safety check: PassApache-2.0
Portfolioanthropics/claude-for-legal9.6k3 repos~5.3kAutomated safety check: PassApache-2.0
Growth Logaffaan-m/ECC277k1 repos~1.7kAutomated safety check: PassMIT
Clickhouse Logs Queriessupabase/supabase111k—~2.4kAutomated safety check: PassApache-2.0
Investigating LogsPostHog/posthog40k—~2.1kAutomated safety check: PassCustom licence
Trader Portfolioruvnet/ruflo74k—~475Automated safety check: NotesMIT

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Questions about Portfolio Status

What does Portfolio Status do?

从 log.yaml 汇总案件组合——风险分布、即将到期的节点、 陈旧案件、重要性汇总、阶段分布和异常标注. An agent skill from zhou210712/claude-for-legal-ZH. Portfolio Status is an agent skill from zhou210712/claude-for-legal-ZH.

How do I install Portfolio Status in Claude Code?

Run `npx skills add zhou210712/claude-for-legal-ZH --skill portfolio-status -a claude-code`. Or copy the skill folder (litigation-legal/skills/portfolio-status in zhou210712/claude-for-legal-ZH) into .claude/skills/portfolio-status in your project. Claude Code loads it when a task matches its description.

How do I install Portfolio Status in Codex?

Run `npx skills add zhou210712/claude-for-legal-ZH --skill portfolio-status -a codex`. Or copy the skill folder (litigation-legal/skills/portfolio-status in zhou210712/claude-for-legal-ZH) into .agents/skills/portfolio-status in your project. Codex loads it when a task matches its description.

Can I use Portfolio Status 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 zhou210712/claude-for-legal-ZH --skill portfolio-status -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-status, .gemini/skills/portfolio-status, .github/skills/portfolio-status and .opencode/skills/portfolio-status in your project.

What does Portfolio Status need to run?

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

Does Portfolio Status 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 Status 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 Status use?

Portfolio Status is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Portfolio Status use?

About 721 tokens (SKILL.md is roughly 2.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Portfolio Status?

Skills that share tags, products or a category with Portfolio Status: Portfolio (anthropics/claude-for-legal, 9.6k stars), Growth Log (affaan-m/ECC, 277k stars), Clickhouse Logs Queries (supabase/supabase, 111k stars) and Investigating Logs (PostHog/posthog, 40k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Portfolio Status?

zhou210712 (a GitHub user) maintains it in zhou210712/claude-for-legal-ZH, which has 225 GitHub stars. The repository holds 122 skills in this directory. The repository was last updated on May 15, 2026.

Source: zhou210712/claude-for-legal-ZH on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.