Portfolio Optimization

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Optimize project portfolio selection under constraints using mathematical optimization

Instructions available. Your AI can read the instructions. Execution depends on the setup they require.

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Add ahel to your AI once: Claude, ChatGPT, Cursor, Claude Code or Codex. Then ask it to use this.

Then ask your AI: use the Portfolio Optimization skill

What this skill tells your AI

The instructions your AI receives, as published by a5c-ai/babysitter in library/specializations/domains/business/project-management/skills/portfolio-optimization/SKILL.md and read by ahel’s review.

Overview

The Portfolio Optimization skill applies mathematical optimization techniques to project portfolio selection and balancing. It maximizes portfolio value while respecting budget, resource, and strategic constraints, enabling data-driven investment decisions.

Capabilities

Optimization Methods

Apply constraint-based optimization (budget, resources)
Calculate efficient frontier for risk-return tradeoff
Support integer programming for project selection
Model dependency constraints between projects
Handle mutually exclusive project alternatives

Multi-Criteria Analysis

Support multi-criteria project scoring
Apply weighted scoring models
Perform pairwise comparison (AHP)
Normalize heterogeneous criteria
Calculate composite portfolio scores

Scenario Analysis

Perform scenario analysis on portfolio
Calculate portfolio-level NPV and risk
Identify project interdependencies
Generate what-if analysis for portfolio changes
Model constraint relaxation impacts

Portfolio Balancing

Support dynamic portfolio rebalancing
Optimize resource allocation across projects
Balance strategic alignment dimensions
Model risk diversification
Track portfolio composition metrics

Usage

Input Requirements

Project candidates with attributes
Scoring criteria and weights
Constraint definitions (budget, resources)
Strategic alignment factors
Project dependencies and exclusions

Output Deliverables

Optimized portfolio selection
Efficient frontier visualization
Constraint analysis report
Scenario comparison results
Portfolio balance scorecard

Example Use Cases

Annual Planning: Optimize project selection for budget
Portfolio Review: Rebalance in-flight portfolio
Strategic Alignment: Maximize strategic value
Resource Planning: Optimize under resource constraints

Process Integration

This skill integrates with the following processes:

portfolio-prioritization.js
Resource Planning and Allocation
benefits-realization.js
Business Case Development

Dependencies

Optimization algorithms (linear, integer programming)
Constraint solvers
Financial models
Visualization libraries

Related Skills

SK-009: NPV/IRR Calculator
SK-011: Benefits Tracking Dashboard
SK-019: Dependency Mapper

Signals

GitHub stars: 2k
Forks: 112
Last commit: Sep 2026

Advanced

Item type: skill
Key: portfolio-optimization
Source: github.com/a5c-ai/babysitter

github.com/a5c-ai/babysitter