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Channel Portfolio Planner

Category: General  ·  Sub-category: finance-personal  ·  Last updated:
Use when the user asks to "pick which social channels to run", "should we be on X platform or 小红书", or "plan our organic social channel portfolio"; produces an audience/objective-first portfolio — a per-platform capability-and-fit matrix (publish / comments / DMs / insights vs the objective) with a documented access class per channel, a cadence-budget reality check (channels you can staff, not channels that exist), a declared ECHO goal column, a boundary triage table routing paid social / creator collabs / launch-day submissions / email to their home disciplines, and proposed-state channel candidates queued for the registry. Not for recording channel facts, states, or cadence commitments — use channel-registry. 社媒渠道选择/渠道组合规划/平台能力矩阵/自然社媒
Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Channel Portfolio Planner includes pricing or quota commentary; at least one code block. The SKILL.md runs to about 1,282 words, in the catalog's typical mid-range.

License
Apache-2.0
Original author
aaron-he-zhu
Indexed lastmod
Catalog position
General · finance-personal
Indexed related skills
10

How Channel Portfolio Planner fits the catalog

Channel Portfolio Planner sits in the General category under the finance-personal sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Picks the organic social channels — audience and objective first, platforms second. The first move of the ECHO Explore phase, it feeds the ECHO E sub-item platform-capability fit (E7 — each channel's role matches the portfolio matrix: publish/comments/DM/insights capability and documented access class vs the declared objective; see [echo-benchmark.md](../../../references/echo-benchmark.md)) and stands upstream of the E1 channel-truth veto: every selected channel leaves this skill as a proposed-state candidate row for [channel-registry](../../../protocol/channel-registry/SKILL.md), so no…

What this skill does

Channel Portfolio Planner is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/channel-portfolio-planner/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user asks to "pick which social channels to run", "should we be on X platform or 小红书", or "plan our organic social channel portfolio"; produces an audience/objective-first portfolio — a per-platform capability-and-fit matrix (publish / comments / DMs / insights vs the objective) with a documented access class per channel, a cadence-budget reality check (channels you can staff, not channels that exist), a declared ECHO goal column, a boundary triage table routing paid social / creator collabs / launch-day submissions / email to their home disciplines, and proposed-state channel candidates queued for the registry. Not for recording channel facts, states, or cadence commitments — use channel-registry.

Who uses this skill

The Channel Portfolio Planner Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 149,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/channel-portfolio-planner
curl -L https://claudskills.com/skills/channel-portfolio-planner/SKILL.md \
  -o ~/.claude/skills/channel-portfolio-planner/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/channel-portfolio-planner/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/channel-portfolio-planner/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\channel-portfolio-planner\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Channel Portfolio Planner Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/channel-portfolio-planner/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Channel Portfolio Planner skill do?
Use when the user asks to "pick which social channels to run", "should we be on X platform or 小红书", or "plan our organic social channel portfolio"; produces an audience/objective-first portfolio — a per-platform capability-and-fit matrix (publish / comments / DMs / insights vs the objective) with a documented access class per channel, a cadence-budget reality check (channels you can staff, not channels that exist), a declared ECHO goal column, a boundary triage table routing paid social / creator collabs / launch-day submissions / email to their home disciplines, and proposed-state channel candidates queued for the registry. Not for recording channel facts, states, or cadence commitments — use channel-registry. 社媒渠道选择/渠道组合规划/平台能力矩阵/自然社媒
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Channel Portfolio Planner skill?
Use Channel Portfolio Planner when your Claude Code task falls under the General category — specifically in the finance personal area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Channel Portfolio Planner" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Channel Portfolio Planner skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Channel Portfolio Planner is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
aaron-he-zhu. (2026). Channel Portfolio Planner [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/channel-portfolio-planner/
BibTeX
@misc{channel-portfolio-planner-2026,
  author    = {aaron-he-zhu},
  title     = {Channel Portfolio Planner [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/channel-portfolio-planner/}
}

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Security scan

Grade A · scanned 2026-07-11 — free static scan against the OWASP Agentic Skills Top 10.

The scan flagged 1 of 10 categories (filesystem), including lower-severity patterns. Patterns shown inside code fences are weighted as examples rather than instructions — read the grading methodology for what this does and does not guarantee.

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