Question 1

What is Holy Funds?

Accepted Answer

Holy Funds is a portfolio construction and optimization platform based in Vienna, Austria. It provides 8 optimization engines, 18 pre-built investment strategies, full historical backtesting, and AI-guided workflows for building institutional-grade ETF portfolios.

Question 2

How is Holy Funds different from a robo-advisor?

Accepted Answer

Unlike robo-advisors that automate decisions, Holy Funds is a portfolio intelligence platform. You research strategies, choose optimization methods, test allocations against real market history, and control every decision.

Question 3

What optimization methods are available?

Accepted Answer

8 engines on a deliberate spectrum. Foundation: equal weight (1/N). Risk Engineering: minimum variance, risk parity (ERC), risk budgeting, HRP, maximum diversification, and minimum CVaR. Return Engineering: robust mean-variance with Ledoit-Wolf and James-Stein shrinkage — the only return-aware engine.

Question 4

What does the platform cost?

Accepted Answer

Holy Funds is currently free for all users during early access. The full platform — every optimization engine, every strategy, custom build, walk-forward backtesting, and the AI copilot — is available at no cost. No credit card required. Paid plans will be introduced later with advance notice for existing users.

Question 5

Who is Holy Funds designed for?

Accepted Answer

Self-directed investors, financial advisors, and quantitative portfolio managers who want institutional-quality portfolio construction tools.

Question 6

Can I build custom strategies?

Accepted Answer

Yes. Choose your universe, optimization engine, constraint presets, and estimation parameters. Backtest against 10+ years of real market history.

Question 7

What data does Holy Funds use?

Accepted Answer

Real market data — actual historical ETF prices with walk-forward quarterly rebalancing and modeled transaction costs. Deterministic and fully reproducible.

Question 8

Is Holy Funds regulated?

Accepted Answer

Portfolio construction platform based in Vienna, Austria. Pursuing WAG 2018 licensing through the Austrian FMA. Does not provide investment advice.

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