cogni-portfolio

Assess portfolio communication quality from three stakeholder perspectives adapted to the use case.

Research competitors for a specific proposition using web search.

Research named companies for a target market using web search.

Assess customer profile quality from three stakeholder perspectives (procurement, CSO, market expert).

Regenerate the portfolio dashboard HTML from current entity data without user interaction.

Deep research for a single feature — competitive landscape, differentiation, buyer perception.

Assess feature description quality using LLM intelligence — works in any language.

Assess feature set quality from three stakeholder perspectives (PM, strategist, pre-sales).

Research and size a target market using web search — produces TAM/SAM/SOM data.

Execute domain-scoped portfolio research for taxonomy-driven portfolio scanning. Searches service categories across a single company domain using the active taxonomy template's search patterns, returns compact JSON with discovered offerings. Use when scan Phase 3 needs context-efficient web research delegation.

Deep research for a single proposition — buyer language, competitive messaging, evidence enrichment.

Generate IS/DOES/MEANS messaging for a single Feature x Market combination.

Assess DOES/MEANS messaging quality in propositions — works in any language.

Assess proposition set quality from three stakeholder perspectives (buyer, sales, marketer).

Research company-specific information to improve a feature or proposition with quality gaps.

Propose delivery blueprints and assess shared solution eligibility for a product.

Plan implementation phases and pricing tiers for a single proposition.

Assess solution quality from three stakeholder perspectives (procurement, provider SA, client SA).

Analyze competitors for portfolio propositions — competitive landscape, battle cards, positioning, differentiation. Use whenever the user mentions competitors, competitive analysis, "who else does this", SWOT, win/loss, how a proposition stacks up, or wants to understand competitive positioning in a market — even if they don't say "compete" explicitly.

Create ideal customer profiles and buyer personas per target market. Use whenever the user mentions customer profiles, ICP, buyer persona, buying center, target customer, "who buys this", decision-makers, buying committee, purchase journey, or wants to understand the people behind a market — even if they don't say "customer" explicitly.

Define and manage market-independent product features (IS layer of FAB). Use whenever the user mentions features, capabilities, product specs, "what does it do", feature extraction, feature inventory, or wants to break a product into its component capabilities — even if they don't say "feature" explicitly. Also use for deep dive on a single feature: "deep dive on X", "research feature X", "competitive landscape for X", "workshop feature X", "strengthen differentiation for X", "how does X compare to competitors", "what does the market say about X", "explore documents about feature X", "read this document and improve feature X", "Differenzierung schärfen für X", "Wettbewerbsanalyse für Feature X" — even if they don't say "deep dive" explicitly.

Discover, evaluate, and size target markets for the portfolio. Use whenever the user mentions target markets, market segments, TAM SAM SOM, market sizing, "which markets to enter", market selection, addressable market, segmentation, or wants to define who they're selling to — even if they don't say "market" explicitly.

Bundle solutions into sellable packages per Product x Market combination. Use whenever the user mentions packages, bundles, packaging, "what does the customer buy", combined offering, product bundle, tier design, package pricing, "assemble solutions", or wants to group feature-level solutions into market-ready offerings — even without saying "package".

Generate an interactive Excalidraw architecture diagram showing products and features in a clean hierarchy. Use whenever the user mentions architecture diagram, portfolio diagram, product-feature diagram, "show me the structure", "visualize the portfolio", portfolio architecture, feature map, product tree, "how do the products relate", or wants a visual overview of how products and features fit together — even if they don't say "architecture" explicitly.

Bootstrap a cogni-portfolio project from a Lean Canvas or Business Model Canvas. Use whenever the user mentions a lean canvas, business model canvas, startup portfolio, founding-stage business, "I have a canvas", "bootstrap from canvas", MVP planning, or wants to populate their portfolio from a structured business hypothesis document — even if they don't say "canvas" explicitly. Also trigger when the user has a markdown file with numbered sections like Problem, Customer Segments, Solution, Revenue Streams.

Generate portfolio documentation, pitch narratives, proposals, briefs, and workbooks for any audience. Routes through a use-case registry that matches the audience and purpose to the right voice, templates, and review perspectives. Use whenever the user mentions "communicate portfolio", "portfolio documentation", "customer-facing documentation", "present portfolio", "portfolio overview", "capability overview", "service catalog", "enrich README", "repo documentation", "developer documentation", "update README with portfolio", "document the project", "open-source documentation", "GitHub README", "project overview for developers", "technical documentation from portfolio", "what do we offer", "external portfolio", "portfolio narrative", "make this customer-ready", "pitch", "portfolio pitch", "presentation narrative", "pitch deck from portfolio", "slides from portfolio", "portfolio story", "pitch for [market]", "proposal", "create a proposal", "sales proposal", "marketing brief", "market brief", "export to Excel", "spreadsheet", "XLSX", "workbook", "portfolio workbook", "send to Excel", "download portfolio", "collateral", "deliverable", or wants to turn internal portfolio data into something any audience can read, present, or analyze — even if they don't say "communicate" explicitly. Also trigger when the user asks "how do I present this", "how do I document this", or "how do I export this".

Generate an interactive HTML dashboard showing the full portfolio status. Use whenever the user mentions dashboard, portfolio dashboard, portfolio view, "show me the portfolio", "visualize portfolio", status overview, or wants to see all portfolio data in a browser — even if they don't say "dashboard".

Extract portfolio entities and structured context from uploaded documents (uploads/ folder). Use whenever the user mentions uploading files, importing documents, ingesting data, "I have some files", "parse these docs", "use these docs as input", "internal documents", "background material", "here's our strategy deck", processing uploads, or wants to populate their portfolio from existing material — even if they don't say "ingest".

Track source lineage, detect changes in input documents and URLs, and cascade refresh through the feature-proposition-solution chain. Use whenever the user mentions "lineage", "source lineage", "what sources", "what changed", "refresh stale", "source registry", "check sources", "which documents fed", "trace back to source", "show dependencies", "what's affected by", "stale sources", "source drift", "cascade refresh", "where did this come from", "re-upload", or wants to understand or act on the relationship between input sources and portfolio entities.

Resume, continue, or check status of a portfolio project. Use whenever the user mentions "continue portfolio", "resume portfolio", "pick up where I left off", "portfolio status", "what's next", "show progress", "where was I", "how far along", or opens a session that involves an existing cogni-portfolio project — even if they don't say "resume" explicitly.

Discover what services a company offers by scanning their websites, classify findings against a portfolio taxonomy template, and import them as features and products into the portfolio data model. Use when user asks to scan, map, or research a company's service portfolio, product offerings, or solution catalog. Triggers on "scan [company] portfolio", "what does [company] sell", "map [company] services", "competitor portfolio", "vendor assessment", "ict scan", "[company] service offerings", "portfolio scan". Also trigger when the user wants to populate a portfolio project from public web data rather than from uploaded documents (that's the ingest skill). Requires an existing cogni-portfolio project (run setup first).

Initialize a new cogni-portfolio project with company context and directory structure. Use whenever the user mentions creating a portfolio, new portfolio project, setting up portfolio, "start portfolio planning", "new company", "new project", or wants to begin structuring their product/market messaging — even if they don't say "setup" explicitly.

Verify web-sourced claims in portfolio entities against their cited sources. Use whenever the user mentions verify, fact-check, check claims, claim status, review deviations, source check, "are these numbers right", "check my sources", or wants to validate portfolio data before generating deliverables — even if they don't say "verify" explicitly.

Define and manage the top-level product offerings in the portfolio. Use whenever the user mentions products, product lines, offerings, "what do we sell", product portfolio, product definition, pricing tiers, lifecycle stages, or wants to organize capabilities into named offerings — even if they don't say "product" explicitly.

Generate and manage IS/DOES/MEANS (FAB) value propositions per Feature x Market pair. Use whenever the user mentions propositions, messaging, value props, IS DOES MEANS, feature advantage benefit, FAB, "map features to markets", "why should they buy", differentiation, or wants to articulate market-specific value — even if they don't say "proposition" explicitly. Also handles deep dive for single propositions: "deep dive on proposition X--Y", "sharpen messaging for X in market Y", "validate buyer language for X", "competitive messaging for X--Y", "research evidence for proposition X", "strengthen DOES for X--Y", "improve MEANS for X in market Y", "how do competitors message X for Y", "Messaging schärfen für X--Y", "Buyer-Sprache validieren für X", "Wettbewerbs-Messaging für X--Y", "Evidenz recherchieren für Proposition X" — even if they don't say "deep dive" explicitly.

Define implementation plans and pricing tiers for propositions to build customer business cases. Use whenever the user mentions solutions, implementation plan, pricing model, business case, "why pay", investment ballpark, proof of value, PoV, implementation complexity, project scope, reprice, adjust pricing, competitive pricing, or wants to attach commercial terms to a proposition — even without saying "solution".

Bidirectional integration between cogni-trends TIPS analysis and cogni-portfolio product portfolio. Use whenever the user mentions "bridge", "connect tips to portfolio", "import from tips", "tips to portfolio", "portfolio to tips", "sync portfolio with tips", "convert solutions to features", "map trends to products", "enrich propositions from trends", "what did tips find for my portfolio", or wants to flow data between a TIPS value model and a portfolio project. Also trigger when the user has completed value-modeler ranking and asks "how does this connect to my portfolio" or "what features should I add based on the trends". Trigger on "bridge status", "is my portfolio ready for tips", "check bridge readiness", or "can I bridge yet" for the pre-flight check.