portfolio-dashboard
Portfolio Dashboard
Generate a self-contained HTML dashboard that visualizes the entire portfolio — entity counts, completion progress, the Feature x Market matrix, market sizing, pricing, competitors, customer profiles, and claims status. The dashboard opens in the user's browser and supports drill-down navigation into every entity.
Core Concept
The dashboard turns scattered JSON entity files into a single visual overview. Unlike the text-based portfolio-resume skill (quick status check), the dashboard is designed for visual exploration — clicking through entities, scanning the proposition matrix, comparing pricing across markets, and spotting gaps at a glance.
It matters because portfolio data lives in dozens of small JSON files that are hard to reason about in aggregate. A visual dashboard makes coverage, gaps, and relationships immediately visible without reading markdown or running shell commands.
Workflow
1. Find the Active Portfolio Project
Scan the workspace for portfolio.json files under cogni-portfolio/ paths. If multiple projects exist, ask the user which one to open. Store the resolved project directory path.
2. Pick Theme
First, check if <project-dir>/output/design-variables.json already exists from a previous dashboard run. If it does, ask the user: "A dashboard theme is already configured. Reuse it, or pick a new one?" Default to reuse — most re-runs just want fresh data with the same look.