portfolio-scan
Portfolio Scan
Core Concept
Plugin root resolution. Bash invocations below resolve the plugin root inline as ${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)} — the first call works whether or not the harness injects $CLAUDE_PLUGIN_ROOT. Keep the inline form in every call; do not strip it.
This skill is the web discovery counterpart to ingest. Where ingest populates a portfolio from uploaded documents, scan populates it from a company's public websites — discovering subsidiaries, scanning their domains for service offerings, classifying everything against the portfolio's taxonomy template, and importing the results as portfolio entities.
The scan produces two outputs:
- A portfolio report (
research/{slug}-portfolio.md) — structured markdown covering all taxonomy dimensions and categories with evidence-linked offerings - Portfolio entities (products and features) — ready for downstream use in propositions, solutions, and packages
The taxonomy template maps to the data model via the product template: dimensions become products, discovered offerings become features. See the template's product-template.md for the full mapping.
Pipeline position:
setup → scan (web) → features (refine) → products (organize) → propositions → ...
setup → ingest (docs) → features (refine) → products (organize) → propositions → ...