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GuruFocus Portfolio Tracker – Financial Research & Momentum Pipeline

An unattended backend data pipeline and web dashboard that scrapes institutional guru investor holdings, reconciles ADR/ticker symbols, runs a proprietary multi-horizon momentum model, and delivers annotated Excel reports via Telegram and Email.

Scraping Engine

Playwright + Stealth

Quant Model

Multi-Horizon Momentum

Reporting Channels

Telegram & Brevo

Deployment

Docker Compose

Project Challenge & Executive Overview

Hedge funds and quantitative equity investors track the 13F holdings of legendary investors ("gurus") on GuruFocus.com to discover high-conviction stock picks. However, manually logging in, collecting holdings across dozens of gurus, cleaning ADR/exchange tickers, calculating price momentum, and generating reports is extremely tedious and prone to human error — typically consuming 6–10 hours per weekly cycle.

GuruFocus Portfolio Tracker automates this end-to-end workflow into a fully unattended weekly pipeline. It bypasses Cloudflare security using Playwright Stealth Chromium, aggregates multi-guru conviction picks, computes multi-horizon price momentum scores, and delivers formatted, chart-annotated Excel reports directly to Telegram channels and subscriber emails via Brevo.