Can I review the entities before the scan completes?

The skill includes a mandatory validation phase where it presents discovered subsidiaries and delivery units for user confirmation before proceeding to deep research.

What is the output format of the scan?

The skill generates a structured Markdown report with evidence links and updates a JSON metadata file containing the products and features for your project.

Does it support different industry taxonomies?

Yes, it uses a template system to resolve taxonomies. It can automatically match a template based on the company's industry or allow the user to select one manually.

How does Portfolio Scan differ from the Ingest skill?

While Ingest populates a portfolio from uploaded documents like PDFs or decks, Portfolio Scan discovers offerings by researching a company's public-facing websites and domains.

Portfolio Scan

Name: Portfolio Scan
Author: cogni-work

bycogni-work

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Discovers and classifies a company's product and service portfolio by scanning public websites and mapping findings to structured industry taxonomies.

Portfolio Scan is a specialized capability for Claude Code designed for consultants, strategic researchers, and B2B sales professionals. It automates the tedious process of manual website auditing by discovering parent companies and subsidiaries, scanning their domains for service offerings, and classifying those findings against a standardized taxonomy. This skill transforms unstructured web data into structured portfolio entities—complete with service horizons and evidence links—allowing users to map competitive landscapes or vendor capabilities in minutes rather than hours.

주요 기능

01Automated subsidiary and delivery unit discovery across multiple domains

02Parallel web research agents for high-speed data collection

03Direct integration with Cogni-Portfolio data models for downstream analysis

04Industry-specific taxonomy mapping for consistent service classification

05Service horizon categorization (Existing, Emerging, Future offerings)

065 GitHub stars

사용 사례

01Populating strategic portfolio models from public web data for consulting engagements

02Generating competitive landscape reports for B2B service providers

03Mapping a vendor's service catalog during procurement assessments

주요 기능

01Automated subsidiary and delivery unit discovery across multiple domains

02Parallel web research agents for high-speed data collection

03Direct integration with Cogni-Portfolio data models for downstream analysis

04Industry-specific taxonomy mapping for consistent service classification

05Service horizon categorization (Existing, Emerging, Future offerings)

065 GitHub stars

사용 사례

01Populating strategic portfolio models from public web data for consulting engagements

02Generating competitive landscape reports for B2B service providers

03Mapping a vendor's service catalog during procurement assessments