Portfolio Health Checkportfolio_health_check
Comprehensive portfolio health assessment across 6 categories: yield efficiency, cost control, data quality, capacity health, follow-through, and mix balance. Returns an overall score (0-100), red flags, green lights, and specific action items.
Answer
When to use Portfolio Health Check
Use for a broad governed portfolio diagnosis and prioritized action list.
Governed tool contract
- Job
- Justify spend · Choose a better mix · Force GTM follow-through
- Output type
- Heuristic
- Write contract
- Read-only; no approval or commit action
- Governance
- Policy-backed (Portfolio Health, Attribution, Capacity) with confidence and provenance
- Scope
- Chapter Isolated
- Role
- Member
Inputs
| Name | Type | Required | Accepted values / notes |
|---|---|---|---|
period | String | No | Q1 · Q2 · Q3 · Q4 · year |
year | Number | No | Catalog-defined value |
verbosity | String | No | summary · standard · detailed |
Question patterns
“How healthy is the portfolio?”
“What are the portfolio red flags?”
Do not
Do not treat scenario, planned, committed, and actual values as interchangeable or bypass governed provenance.
Related references
Glossary terms
- portfolio health
- red flag
Related capabilities
- Get Recommendations
get_recommendations - Portfolio Recommendations
bty://portfolio/recommendations
Machine references
Compare this human reference with the generated public catalog and the live, authenticated capability contract.