Portfolio Coder

Code Intelligence Platform & Project Portfolio Management

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Overview

Portfolio Coder is a code intelligence platform that combines:

• Repository Indexing - Scan and index code repositories with multi-language support
• Semantic Code Search - Find code by meaning, not just keywords
• Portfolio Management - Track and manage all your projects from a central repository
• Dependency Analysis - Visualize and query code dependencies
• AI-Powered Analysis - Code review, refactoring suggestions, and documentation generation

Built on the Portfolio RAG Ecosystem.

New in v0.4.0: Portfolio Integration

Manage all your projects from a centralized portfolio repository:

# Scan multiple directories for repositories
mix portfolio.scan ~/p/g/n ~/p/g/North-Shore-AI

# List all tracked repos
mix portfolio.list --status=active --language=elixir

# Show detailed info about a repo
mix portfolio.show flowstone

# Sync metadata with actual repo state
mix portfolio.sync

Portfolio Features

• Multi-Directory Scanning - Discover repos across multiple base directories
• Centralized Context - Store metadata, notes, and decisions in one place
• Relationship Tracking - Track dependencies between your repositories
• Status Management - Track active, stale, blocked, and archived repos
• Auto-Detection - Automatically detect language, type, and dependencies

Installation

Add portfolio_coder to your dependencies:

def deps do
  [
    {:portfolio_coder, "~> 0.4.0"}
  ]
end

Quick Start

Portfolio Management

# Initialize or configure portfolio location
export PORTFOLIO_DIR=~/p/g/n/portfolio

# Scan for repos
mix portfolio.scan

# Add repos to tracking
mix portfolio.scan --add

# View portfolio status
mix portfolio.status

# List repos by language
mix portfolio.list --language=elixir

# Show repo details
mix portfolio.show my_project

Code Intelligence

# Index a repository
mix code.index /path/to/repo --index my_project

# Search code
mix code.search "authentication middleware" --index my_project

# Ask questions
mix code.ask "How does authentication work?" --index my_project

# Analyze dependencies
mix code.deps build /path/to/repo --graph my_deps

Portfolio Structure

Portfolio Coder uses a centralized repository to store project context:

~/p/g/n/portfolio/
├── config.yml              # Configuration (scan dirs, settings)
├── registry.yml            # Master list of tracked repos
├── relationships.yml       # Inter-repo relationships
└── repos/
    └── {repo_id}/
        ├── context.yml     # Repo metadata and context
        ├── notes.md        # Free-form notes
        └── docs/           # Generated documentation

Configuration Example

# config.yml
version: "1.0"

scan:
  directories:
    - ~/p/g/n
    - ~/p/g/North-Shore-AI
  exclude_patterns:
    - "**/node_modules/**"
    - "**/deps/**"

CLI Commands

Portfolio Commands

Command	Description
mix portfolio.scan	Discover repos in directories
mix portfolio.list	List tracked repos with filters
mix portfolio.show <id>	Show repo details
mix portfolio.add <path>	Add repo to tracking
mix portfolio.remove <id>	Remove repo from tracking
mix portfolio.sync	Sync with actual repo state
mix portfolio.status	Show portfolio summary

Code Intelligence Commands

Command	Description
mix code.index	Index repositories
mix code.search	Search indexed code
mix code.ask	Ask questions about code
mix code.deps	Dependency analysis

Programmatic Usage

# Portfolio Management
alias PortfolioCoder.Portfolio.{Registry, Scanner, Context}

# List all repos
{:ok, repos} = Registry.list_repos()

# Filter by language
{:ok, elixir_repos} = Registry.filter_by(:language, :elixir)

# Scan for new repos
{:ok, discovered} = Scanner.scan()

# Get repo context
{:ok, context} = Context.load("my_repo")

# Code Intelligence
{:ok, stats} = PortfolioCoder.index_repo("/path/to/repo",
  index_id: "my_project",
  languages: [:elixir, :python]
)

{:ok, results} = PortfolioCoder.search_code("database connection",
  index_id: "my_project",
  limit: 10
)

{:ok, answer} = PortfolioCoder.ask("How does caching work?",
  index_id: "my_project"
)

Multi-Language Support

Language	Parsing	Dependencies	Detection
Elixir	AST via Sourceror	mix.exs	Full
Python	Regex-based	requirements.txt, pyproject.toml	Full
JavaScript/TypeScript	Regex-based	package.json	Full
Rust	Marker detection	Cargo.toml	Basic
Go	Marker detection	go.mod	Basic

Architecture

┌─────────────────────────────────────────────────────────────┐
│                     portfolio_coder                          │
│  Portfolio | CLI | Indexer | Search | Graph | Tools         │
├─────────────────────────────────────────────────────────────┤
│                   portfolio_manager                          │
│  Generic: RAG | Router | Agent | Pipeline                    │
├─────────────────────────────────────────────────────────────┤
│                    portfolio_index                           │
│  Adapters: Pgvector | Neo4j | Gemini | Claude               │
├─────────────────────────────────────────────────────────────┤
│                    portfolio_core                            │
│  Foundation: Ports | Registry | Manifest | Telemetry        │
└─────────────────────────────────────────────────────────────┘

Examples

Working examples are provided in the examples/ directory:

# Scan and list repos
mix run examples/scan_repos.exs

# Show portfolio status
mix run examples/show_portfolio_status.exs

# Find stale repos
mix run examples/find_stale_repos.exs

# Sync all repos
mix run examples/sync_all_repos.exs

Development

git clone https://github.com/nshkrdotcom/portfolio_coder.git
cd portfolio_coder
mix deps.get
mix test

License

MIT License - see LICENSE for details.