portfolio-status

View the current state of the strategic portfolio — all active bets, their health, and upcoming checkpoints.

Vision to Value Phase

Cross-phase - This skill provides portfolio context for any strategic work.

Prerequisites: Strategic bets created and tracked Outputs used by: All phases (ensures alignment with portfolio strategy)

Purpose

Provides a dashboard view of what the organization is currently betting on, enabling strategic alignment and informed prioritization.

When to Use

Invoke /portfolio-status when:

• Starting a strategic planning session
• Before making portfolio tradeoff decisions
• Checking alignment of new work with current bets
• Reviewing upcoming re-decision checkpoints
• PLT needs an overview of current strategic state

Filters:

• product:[name] - Filter to specific product (e.g., /portfolio-status product:AXIA)
• --include-demo - Include demo bets (marked with [DEMO])
• --demo-only - Show only demo bets (for testing/learning)

Process

1. Read Portfolio State

Read context/portfolio/active-bets.md to get current portfolio.

1b. Check for Production Data (Demo Filtering)

Before displaying, determine if production bets exist:

1. Check for non-demo bets:

   • Any bet ID that does NOT contain "DEMO"
   • Any bet NOT in context/demo/ path

2. Apply demo filtering rule:

   Production Data?	Flag	Behavior
   No	(any)	Include demo with [DEMO] markers
   Yes	(none)	Exclude demo bets, show excluded count
   Yes	--include-demo	Include demo with [DEMO] markers
   (any)	--demo-only	Only demo bets

3. Demo data is identified by:

   • ID contains "DEMO" (e.g., SB-DEMO-001)
   • Path contains context/demo/

2. Read Related Context

For each active bet, also check:

• context/assumptions/registry.md — Status of key assumptions
• context/bets/index.md — Full bet details if needed

3. Generate Status Report

# Portfolio Status

*As of: [Current Date]*

## Executive Summary

| Metric | Count |
|--------|-------|
| Active Bets | [N] |
| Proposed (Awaiting Approval) | [N] |
| At Risk (Yellow/Red) | [N] |
| Checkpoints This Month | [N] |
| Assumptions Pending Validation | [N] |

## Active Strategic Bets

### [SB-ID]: [Bet Title]
- **Owner**: @[agent/person]
- **Product**: [Product name, if applicable]
- **Status**: Active
- **Health**: [Green/Yellow/Red] [emoji indicator]
- **Started**: [Date]
- **Next Checkpoint**: [Date] — [Type: Early signal / Mid-point / End]
- **Key Assumptions**:
  - [A-NNN]: [Assumption] — [Status]
  - [A-NNN]: [Assumption] — [Status]
- **Notes**: [Current status/blockers]

[Repeat for each active bet]

## Proposed Bets (Awaiting Approval)

| ID | Title | Owner | Proposed Date | Blocker |
|----|-------|-------|---------------|---------|
| [ID] | [Title] | @[owner] | [Date] | [What's needed] |

## Upcoming Checkpoints

| Date | Bet | Checkpoint | Decision Options |
|------|-----|------------|------------------|
| [Date] | [ID]: [Title] | [Type] | Continue / Pivot / Stop |

## At-Risk Assumptions

Assumptions that are pending validation and may affect active bets:

| Assumption ID | Assumption | Affects Bet | Due Date | Risk Level |
|---------------|------------|-------------|----------|------------|
| [A-NNN] | [Text] | [SB-ID] | [Date] | High/Med/Low |

## Dependencies

| Bet | Depends On | Status |
|-----|------------|--------|
| [ID] | [What it depends on] | [Blocked/On track] |

## Recommendations

Based on current portfolio state:
- [Recommendation 1]
- [Recommendation 2]

4. Highlight Actions Needed

Call out anything that needs attention:

• Overdue checkpoints
• At-risk bets (Yellow/Red)
• Invalidated assumptions affecting active bets
• Blocked dependencies

Instructions

1. Parse optional product:[name] filter from input
2. Read context/portfolio/active-bets.md
3. Read context/assumptions/registry.md
4. Read context/bets/index.md for additional details
5. If product filter specified, filter results to that product only
6. Generate the status report following the format above
7. Calculate summary metrics
8. Highlight items needing attention
9. Provide actionable recommendations

Health Indicators

Use these criteria for bet health:

Health	Criteria
Green	On track, assumptions holding, no blockers
Yellow	Minor concerns, assumption at risk, or approaching checkpoint
Red	Blocked, key assumption invalidated, or significantly off track

Output

Present the status report in a clear, scannable format. Offer to:

• Drill into any specific bet
• Create a presentation version with /present
• Update the portfolio with new information

Structured Index Queries (v3)

When reporting portfolio status:

1. Use status index: Pull active bets from bets.statusIndex in context/index.json
2. Phase-based filtering: Use phaseIndex to show bets by their current Vision to Value phase
3. Cross-reference enrichment: For each active bet, show linked assumptions and their validation status
4. Product filtering: In multi-product orgs, support product: filter using productIndex