How does Portfolio Scan differ from the Ingest skill?

While the Ingest skill processes uploaded documents, Portfolio Scan discovers offerings by searching and crawling public websites, subsidiaries, and digital assets.

Can I use custom taxonomy templates with this skill?

Yes, the skill supports project-local templates, allowing you to define specific industry categories, dimensions, and search patterns for your research.

Do I need to set up a project before scanning?

Yes, you must run the 'cogni-portfolio:setup' skill first to establish the project structure and baseline company information before performing a scan.

What is consolidation mode in Portfolio Scan?

Consolidation mode determines how findings are saved: 'consolidate' creates individual features per SKU, 'category-aggregation' groups them by taxonomy, and 'research-only' produces a report without modifying your data model.

Portfolio Scan

Name: Portfolio Scan
Author: cogni-work

bycogni-work

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Web Scraping y Recopilación de Datos

Discovers and classifies a company's product and service offerings by scanning their public websites and digital assets.

Portfolio Scan automates the competitive research and vendor assessment process by crawling company websites and subsidiary domains to extract structured product information. It uses domain-specific taxonomy templates to classify findings into standardized portfolios, generating both detailed markdown reports and structured data models ready for proposition development or market analysis. This skill serves as the web-discovery counterpart to document ingestion, making it ideal for consultants, sales teams, and strategic planners who need a comprehensive view of a company's market presence.

Características Principales

01Classification of offerings against industry-specific taxonomy templates

025 GitHub stars

03Seamless conversion of web findings into portfolio entities (Products/Features)

04Automated multi-domain discovery of subsidiaries and business units

05Multiple consolidation modes for SKU-level detail or category-level aggregation

06Structured report generation with evidence-linked service mappings

Casos de Uso

01Competitor analysis to map the service offerings and market positioning of rivals

02Vendor assessment and ICT scanning to audit a provider's full capabilities list

03B2B sales prospecting to understand a potential client's existing solution landscape

Características Principales

01Classification of offerings against industry-specific taxonomy templates

025 GitHub stars

03Seamless conversion of web findings into portfolio entities (Products/Features)

04Automated multi-domain discovery of subsidiaries and business units

05Multiple consolidation modes for SKU-level detail or category-level aggregation

06Structured report generation with evidence-linked service mappings

Casos de Uso

01Competitor analysis to map the service offerings and market positioning of rivals

02Vendor assessment and ICT scanning to audit a provider's full capabilities list

03B2B sales prospecting to understand a potential client's existing solution landscape