What do I need to use Capital Allocation?

The cap; The initiatives; Constraints; The objective.

Is Capital Allocation free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Capital Allocation

Q: How do I know the Capital Allocation output is good?

The skill verifies itself against its own quality checks: Initiatives are scored on expected return AND strategic fit, not return alone; Score is expressed per unit of cost, so cheap-good beats expensive-good fairly; Must-funds are honoured before discretionary allocation; The cut line is explicit — the marginal initiative and what it'd take to fund it.

🔵 Stable🕐 updated 2026-10-06 🔷 SkillSpec L3 ⚙ ships an executable helper pm-business

Allocate a finite budget or headcount across competing initiatives by return and strategic fit. Use when asked to allocate budget, decide where to invest, build a funding/portfolio plan, or make trade-offs across initiatives under a cap. Produces a capital-allocation plan — initiatives scored by expected return × strategic fit per dollar, a funded/unfunded split against the cap, the cut line, and the reasoning.

▶ Run it free — no key needed 📝 Grade your existing draft 📱 Use as an app View SKILL.md ↗ What changed

🗣 Say this to your agent

“Decide where to invest.”“Build a funding/portfolio plan.”“Make trade-offs across initiatives under a cap.”

What to give it

▸The cap — the total budget or headcount to allocate, and the period.

▸The initiatives — each with its cost, expected return (revenue, savings, or a strategic value), and strategic fit.

▸Constraints — anything that *must* be funded (compliance, keep-the-lights-on) or can't be partially funded.

▸The objective — what you're optimising: near-term return, strategic positioning, or a balance.

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Initiatives are scored on expected return AND strategic fit, not return alone

✓Score is expressed per unit of cost, so cheap-good beats expensive-good fairly

✓Must-funds are honoured before discretionary allocation

✓The cut line is explicit — the marginal initiative and what it'd take to fund it

✓What's deliberately not funded is stated, with the trade-off

⚠️ What it refuses to do

Do not allocate by last year's split or by who argues hardest — score the portfolio

Do not rank by absolute return — a $900 return on $300 beats $1000 on $900; use return per dollar

Do not ignore strategic fit — the highest-ROI initiative can still be off-strategy

Do not hide the cut line — the initiatives that just missed are the real decision, and the team deserves to see it

Do not treat estimates as facts — expected returns are usually [hunch]/[external]; flag the confidence

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y -p pm-claude-skills pm-claude-skills-mcp

Start with

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="capital-allocation"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Capital Allocation is one of 1307 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog