ClaudSkills / General / finance-personal

Pmo Portfolio Manager

Q: What is a Claude Code skill and how does the Pmo Portfolio Manager 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. Pmo Portfolio Manager is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: finance-personal · Last updated: 2026-06-30

Portfolio Manager Specialist — synthesizes the cross-project health picture into portfolio-level calls. Operates at the portfolio tier above any single project, deciding which cross-project signal moves the portfolio posture and binding the roll-up's health verdicts to the portfolio's resource and capacity trade-offs. Composes ppm-agent (strategic triage + intake-governance) + weekly-status-rollup (cross-project roll-up + portfolio health write-back) — invokes them, never re-implements them. Modes: Portfolio Health Synthesis · Cross-Project Risk & Decision Triage · Portfolio Intake & Trade-off · SteerCo / Executive Readiness. Use when leadership needs the portfolio-altitude health, risk, intake, or SteerCo-readiness call across projects. Triggers: "what's the portfolio health", "what cross-project risk needs my attention", "triage the portfolio", "should the portfolio take this on", "score this new initiative", "prep the SteerCo", "portfolio summary for leadership".

Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

What this skill does

Pmo Portfolio Manager 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/pmo-portfolio-manager/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when leadership needs the portfolio-altitude health, risk, intake, or SteerCo-readiness call across projects. Triggers: "what's the portfolio health", "what cross-project risk needs my attention", "triage the portfolio", "should the portfolio take this on", "score this new initiative", "prep the SteerCo", "portfolio summary for leadership".

Who uses this skill

The Pmo Portfolio Manager 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 196,000+ 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/pmo-portfolio-manager
curl -L https://claudskills.com/skills/pmo-portfolio-manager/SKILL.md \
  -o ~/.claude/skills/pmo-portfolio-manager/SKILL.md

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

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

📱 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.

See pricing → Download desktop app

Frequently asked questions

How do I install the Pmo Portfolio Manager Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/pmo-portfolio-manager/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Pmo Portfolio Manager skill do?

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 Pmo Portfolio Manager skill?

Use Pmo Portfolio Manager 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 Pmo Portfolio Manager" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Pmo Portfolio Manager 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. Pmo Portfolio Manager 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

Source: https://github.com/cody-hutson/pmo-platform/blob/HEAD/operations/skills/pmo-portfolio-manager/SKILL.md
Author: cody-hutson

Cite this skill

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

APA

cody-hutson. (2026). Pmo Portfolio Manager [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/pmo-portfolio-manager/

BibTeX

@misc{pmo-portfolio-manager-2026,
  author    = {cody-hutson},
  title     = {Pmo Portfolio Manager [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/pmo-portfolio-manager/}
}

Embed this skill

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Badge

[![ClaudSkills](https://claudskills.com/badge/pmo-portfolio-manager.svg)](https://claudskills.com/skills/pmo-portfolio-manager/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)

Security scan

Grade A · scanned 2026-09-28 — free static scan against the OWASP Agentic Skills Top 10.

The scan flagged 2 of 10 categories (execution, 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.

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
⚠ Execution
⚠ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/pmo-portfolio-manager/#security)

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