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portfolio-board

Stage-1 + Stage-2 portfolio repo for American Group LLC.

  • Stage-1 (roadmap/): product designs, architectures, roadmaps, competitive analyses, and go-to-market plans for 28 future projects across 6 categories.
  • Stage-2 (root): live dashboard for the 5 Tier-1 projects we're actively shipping — greenlight-gate progress, design-partner pipeline, weekly rollup.

Merged on 2026-05-10 from portfolio-board (Stage-2) + future-projects (Stage-1). Both source repos archived/removed; this is the single source of truth.

Repository layout

portfolio-board/
├── PORTFOLIO.md                 Stage-2 dashboard for the 5 Tier-1 projects
├── STATUS.md                    1-page Stage-2 status overview
├── scripts/
│   └── refresh-portfolio.ps1    weekly auto-refresh script
├── .github/workflows/
│   └── refresh-dashboard.yml    Monday 09:00 UTC cron
└── roadmap/                     <-- former future-projects content
    ├── README.md                28-project portfolio overview
    ├── PRIORITIZATION.md        10-axis scoring across all 28 projects
    ├── projects/                Stage-1 specs per project (one folder each)
    └── shared-infra/            shared-infra Stage-1 specs

Stage-2 (Tier-1 dashboard)

The 5 Tier-1 repos this dashboard tracks:

  1. ai-code-review-platform
  2. ai-compliance-platform
  3. ai-devops-cost-optimizer
  4. ai-legal-contract-review
  5. ai-vertical-support-copilot
You want to ... Open this
See the current state of the portfolio PORTFOLIO.md
See the 1-page Stage-2 status overview STATUS.md
See the 28-project Stage-1 roadmap roadmap/README.md
See cross-portfolio prioritisation scoring roadmap/PRIORITIZATION.md
Refresh the dashboard from the underlying repos scripts/refresh-portfolio.ps1
See past refreshes PORTFOLIO.md → Refresh log

How the refresh works

The dashboard is regenerated by a single PowerShell script:

pwsh -File scripts/refresh-portfolio.ps1
# or, dry-run to see what would change without writing:
pwsh -File scripts/refresh-portfolio.ps1 -DryRun

The script:

  1. Clones (or git pulls) each Tier-1 repo locally under Z:\home\spatchava\AmericanGroupLLC\<slug>.
  2. Reads each repo's docs/discovery/30-DAY-PLAN.md, docs/discovery/DESIGN-PARTNERS.md, and docs/discovery/GREENLIGHT-GATE.md.
  3. Counts - [x] vs - [ ] checkboxes in 30-DAY-PLAN.md for percent-complete.
  4. Counts rows in DESIGN-PARTNERS.md whose stage column reads signed or pilot-active (the LOI signal for the gate).
  5. Pulls the open tracking-issue title via gh issue list.
  6. Rewrites the auto-generated section of PORTFOLIO.md between the <!-- AUTOGEN:TIER1-TABLE --> sentinels.
  7. Appends a row to the Refresh log at the bottom of PORTFOLIO.md.

A weekly GitHub Action (.github/workflows/refresh-dashboard.yml) runs the same script every Monday at 09:00 UTC and commits any diffs back to master.

Stage-1 (28-project roadmap, under roadmap/)

The roadmap/ subtree holds the durable record of all 28 candidate projects: TAM signals, pricing bands, competitive analysis, phased build plans, and shared-infra dependencies. It's the source-of-truth that drove the Tier-1 selection above.

Read the roadmap README for the full 28-project overview and category breakdown (Vertical AI SaaS, Sales & Marketing, Dev Tools, Cybersecurity, etc.).

Repository conventions

  • master is the default branch.
  • Stage-2 dashboard files (PORTFOLIO.md, STATUS.md) live in the repository root for ease of scanning.
  • Stage-1 specifications live under roadmap/ and were imported via git subtree add --prefix=roadmap so the original commit history is preserved.
  • Every meaningful change to PORTFOLIO.md should be committed with a one-line reason in the commit message; the refresh script does this automatically.
  • Tier-2 watchlist entries live inline in PORTFOLIO.md — no separate file.

License

See LICENSE. Proprietary; all rights reserved.

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Stage-2 portfolio dashboard tracking the 5 Tier-1 projects' greenlight gates + cross-portfolio rollup.

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