portfolio-intelligence

Portfolio Intelligence Framework

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Install skill "portfolio-intelligence" with this command: npx skills add jamelna-apps/claude-dash/jamelna-apps-claude-dash-portfolio-intelligence

Portfolio Intelligence Framework

When This Activates

This skill activates for cross-project strategic questions:

  • Comparing approaches across projects

  • Finding where patterns exist

  • Assessing overall health

  • Generating PR descriptions with context

Available Intelligence

Project Overview

pm_portfolio detail=summary

Returns: Total projects, health scores, function counts, feature counts

Health Comparison

Compare code quality across all projects:

  • Security issues

  • Performance problems

  • Dead code

  • Duplicates

Health Score Guide:

Score Rating Meaning

90-100 Excellent Clean, well-maintained

75-89 Good Minor issues

60-74 Fair Needs attention

40-59 Poor Significant tech debt

0-39 Critical Major refactoring needed

Tech Stack Analysis

Detect technologies across projects:

  • React, React Native, Next.js

  • TypeScript vs JavaScript

  • Firebase/Firestore usage

  • Framework patterns

Feature Catalog

Find which projects have which features:

  • Shared features (appear in multiple projects)

  • Feature dependencies

  • Implementation status

Session History

Track work patterns:

  • Recent sessions by project

  • Observation categories (decisions, bugfixes, gotchas)

  • Patterns learned

Cross-Project Search

Find code/patterns across all projects:

memory_search_all query="authentication" type=files memory_search_all query="useAuth" type=functions

Registered Projects

ID Name Type

gyst GYST Mobile React Native

gyst-web GYST Website Next.js

jamelna Jamelna.com Next.js

smartiegoals Smartie Goals Next.js

spread-your-ashes Spread Your Ashes Next.js

codetale CodeTale Next.js

android-gyst Android GYST Android/Kotlin

playbook PlayBook Next.js

PR Description Generation

When creating PRs, the system can:

  • Detect project context from git root

  • Analyze branch changes (commits, files, diff)

  • Get file summaries from memory

  • Generate description with:

  • Summary (2-3 bullet points)

  • Detailed changes

  • Testing checklist

  • Screenshot prompts (if UI)

PR Format

Summary

  • Bullet point 1
  • Bullet point 2

Changes

  • Detailed change list

Testing

  • Test case 1
  • Test case 2

Screenshots

(Add if UI changes)

Strategic Questions

Use portfolio intelligence for:

"Which project has the best auth implementation?" → Search auth patterns across projects, compare approaches

"Where should I implement feature X?" → Check existing features, identify reuse opportunities

"What tech debt should I prioritize?" → Compare health scores, identify common issues

"How do other projects handle Y?" → Cross-project search for implementations

MCP Tools

  • pm_portfolio

  • Get portfolio overview

  • pm_ask

  • Ask about priorities and projects

  • memory_search_all

  • Search across all projects

  • memory_roadmap

  • Project task tracking

Source Transparency

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