ninethirty
NineThirty's Seasonality Analysis tool screens equities for recurring monthly performance patterns by calculating consistency scores, displaying historical returns as month-by-year heatmaps, and backtesting entry dates and holding periods across 500 candles of historical data. The Alpha plan ($99.99/month) includes unlimited backtests, 50 active alerts, and filtering across S&P 500, Nasdaq 100, and Dow Jones indices. The tool is designed for financial advisory agencies, wealth management firms, investment research providers, and trading education platforms that need to justify seasonal equity tilts to clients or identify high-probability monthly trade setups. Agencies cannot white-label the interface and must resell under the NineThirty brand; the tool does not integrate with external wealth management or CRM platforms.
ninethirty is a research tool, priced at $99.99/month on the Alpha plan. InnovaAI scores it 3.9/10 for agency resale.
Agency Audit
NineThirty's Seasonality Analysis tool screens stocks for recurring monthly patterns using historical returns data, consistency scoring, and heatmaps, useful for financial advisory agencies, wealth management firms, and investment research providers building client research retainers. The Alpha plan at $99.99/month includes unlimited backtests, 50 active alerts, and 500 candles of historical data, making it viable for agencies to resell as a research add-on. However, the tool is purpose-built for equity seasonality analysis; it won't serve agencies in unrelated verticals or those needing broader market research capabilities.
3.9/10
54%
2d 1-2 days
- You serve financial advisory or wealth management clients who actively trade equities and want to incorporate historical seasonality into entry/exit decisions.
- Your clients manage portfolios in S&P 500, Nasdaq 100, or Dow Jones constituents and need monthly performance heatmaps and consistency scoring to justify tactical tilts.
- You want to bundle a research tool into a retainer without building custom screening logic; the Alpha plan's unlimited backtests and 50 active alerts support multiple concurrent client strategies.
- Your client base is primarily non-financial (e-commerce, SaaS, professional services); NineThirty has no use case outside equities and trading.
- You need white-label branding for client-facing dashboards; the tool displays the NineThirty brand on all user-facing surfaces.
- Your clients trade options, futures, or crypto; NineThirty only screens equities and does not support alternative asset classes.
Profit Path
$99.99/mo
$1K–$3K/project
Monthly Recurring
Planning benchmark at United States price levels. Not a measured market survey.
Platform Features
Core capabilities of ninethirty
Monthly returns heatmap by stock
Displays historical monthly performance for any equity as a color-coded grid, showing average returns, positive rate, and year-over-year variance. Agencies can drill into individual stocks to justify seasonal entry/exit timing to clients or identify months with historically weak performance.
Consistency scoring
Ranks stocks by how reliably they repeat seasonal patterns (0-100 scale). Agencies use this metric to filter for high-conviction seasonal trades and avoid stocks with erratic monthly behavior, reducing false-positive trade signals.
Historical swing screener
Backtests entry dates and holding periods across historical data to surface which calendar days and durations produced the strongest average returns. Agencies can show clients that entering on specific dates (e.g., September 2) historically outperformed other entry points.
Index-level filtering
Restricts screening to S&P 500, Nasdaq 100, or Dow Jones constituents. Agencies serving clients with mandate-specific portfolios can isolate seasonality patterns within their investable universe without manual stock-by-stock review.
Unlimited backtests with no daily limits
The Alpha plan removes throttling on strategy backtests, allowing agencies to run multiple client scenarios in parallel without queuing or rate-limit delays. Critical for managing 5+ concurrent client accounts on a single subscription.
50 active alerts
Agencies can set market condition alerts (e.g., 'notify when September seasonality score exceeds 75') and distribute them to clients via email or webhook. Enables proactive client outreach when seasonal setups align with current market conditions.
What Makes ninethirty Different
Unique advantages vs similar tools in this niche
Proprietary Consistency Score that combines directional consistency, return magnitude, and stability
vs Simple average return rankings used by other seasonal toolsThe Consistency Score provides a single metric to evaluate the reliability of a seasonal pattern, as explained in the FAQ.
Historical Swing Screener that allows screening by any entry date and holding period
vs Fixed seasonal windows offered by many seasonal analysis toolsUsers can find stocks by how a specific date has performed when held for a chosen period, as shown in the Historical Swing Screener section.
Free tier with access to core seasonality features
vs Paid-only seasonal analysis platformsThe Basic plan is free and includes 1 saved screen, 2 backtests per day, and 1 watchlist, as shown on the pricing page.
Investment ROI Calculator
Value equation analysis for ninethirty, based on the Hormozi framework
What is the Hormozi framework? A four-factor score: (what the service delivers × how reliably it delivers) divided by (how long it takes × how much effort it requires). A higher Value Multiplier means a better return on the time and money invested: faster, easier, and more proven results.
2.1× value multiple: invest $99.99/mo and agencies typically charge $1K–$3K/project for the work it powers.
Why This Succeeds
Higher is betterClient Results Potential
What your clients actually get
Incremental gains: position as part of a larger solution stack
Spot recurring monthly patterns in stocks. Screen the market by seasonal consistency, then drill into any stock's monthly returns heatmap, historical hit-rate, and best and worst seasonal windows.
Reliability Score
How consistently this delivers results
Early-stage track record: validate with a small pilot first
Seasonality Analysis helps identify recurring historical price patterns across stocks and indices by analyzing how they have performed during specific months over previous years.
Implementation Challenges
Lower is betterTime to First Revenue
How long until you can start earning
Standard ramp-up: accelerate to 1 day with Academy SOPs
Expect a few days from signup to first client delivery
Setup Effort
What it takes to get running
Near-turnkey: minimal setup before you can sell
Moderate effort: standard configuration with some customization needed
Viable opportunity. ninethirty returns 2.1× on investment. Focus on the highest-margin service packages to maximize return.
Pricing
ninethirty platform cost to your agency
Alpha: $99.99/mo
Alpha
- Unlimited Saved Screens
- Unlimited Backtests with no daily limits
- 50 Active Alerts
- Unlimited Watchlists
No verified white-label program for ninethirty: client-facing delivery runs under the platform's native branding.
Market Intelligence
How agencies monetize ninethirty: real offer economics and market positioning
- Financial advisory agencies
- Wealth management firms
- Investment research providers
- Agencies without financial market expertise
- Agencies focused on non-financial industries
Project-Based
ai-toolsAgency charges per-project fee for implementation. Ongoing optimization as optional retainer.
Offer Economics: What You Charge vs. What It Costs
Margin includes platform cost + agency labor at $75/hr.
Independent retail investors or small RIA practices wanting a one-time seasonal pattern report on a focused watchlist
Boutique investment newsletters, funded fintech startups, or regional wealth advisors needing a repeatable seasonal screening workflow
Mid-size asset managers, multi-advisor RIA firms, or hedge fund research teams requiring an institutionalized seasonal analysis framework
Large asset management firms, institutional research desks, or multi-team trading operations requiring enterprise-wide seasonal pattern infrastructure
Scale Economics: Based on Starter Offer
Using ninethirty Seasonal Starter Audit at $1.8K/client. Platform: $99.99/mo. Labor: 4h/client × $75/hr.
Net = MRR - platform cost - labor (4h/client × $75/hr).
Investment Decision Framework
Strategic vetting analysis for ninethirty
Situational Fit
Fit depends on your client mix
Buy If
4You serve financial advisory or wealth management clients who actively trade equities and want to incorporate historical seasonality into entry/exit decisions.
Your clients manage portfolios in S&P 500, Nasdaq 100, or Dow Jones constituents and need monthly performance heatmaps and consistency scoring to justify tactical tilts.
You want to bundle a research tool into a retainer without building custom screening logic; the Alpha plan's unlimited backtests and 50 active alerts support multiple concurrent client strategies.
Your agency already has a financial advisory or trading education business and can position seasonality analysis as a differentiated research layer.
Skip If
5Your clients are passive index investors or fee-only advisors who avoid tactical trading; seasonality analysis adds no value to buy-and-hold strategies.
Your client base is primarily non-financial (e-commerce, SaaS, professional services); NineThirty has no use case outside equities and trading.
You need white-label branding for client-facing dashboards; the tool displays the NineThirty brand on all user-facing surfaces.
Your clients trade options, futures, or crypto; NineThirty only screens equities and does not support alternative asset classes.
You require integration with existing wealth management platforms (Schwab, Fidelity, E*TRADE); no verified integrations are documented.
Bottom Line
NineThirty's Seasonality Analysis tool screens stocks for recurring monthly patterns using historical returns data, consistency scoring, and heatmaps, useful for financial advisory agencies, wealth management firms, and investment research providers building client research retainers. The Alpha plan at $99.99/month includes unlimited backtests, 50 active alerts, and 500 candles of historical data, making it viable for agencies to resell as a research add-on. However, the tool is purpose-built for equity seasonality analysis; it won't serve agencies in unrelated verticals or those needing broader market research capabilities.
Reality Check
NineThirty's value proposition depends entirely on client belief in seasonal equity patterns, which is contested in academic finance literature. Agencies reselling this risk client churn if backtested returns don't persist in live trading, and the tool offers no performance guarantee or SLA for prediction accuracy.
Moderate effort: standard configuration with some customization needed
Academy for ninethirty
Work through it in order: the course for this service first, then the modules behind it.
Course for this service
NineThirty Agency Implementation, Seasonal Equity Research for Client Portfolios
Learn how to build a seasonal equity research service using NineThirty's consistency scoring and monthly returns heatmaps. This course teaches agencies how to screen for high-conviction seasonal trades, backtest entry dates across historical data, and present month-by-year performance patterns to justify tactical tilts within client portfolios.
Open the courseNo Academy modules are published for this service yet. Browse the full Academy
Core concepts
The mental model you need to price and scope the work.
- Self-Report Decay CurveConcept
Self-Report Decay Curve is the rate at which what people say about their preferences stops matching what they do, measured in weeks from the moment of capture. Agencies treat survey answers as durable evidence, but stated intent degrades fastest exactly where budgets sit: purchase triggers, feature priorities, channel preference. The practical rule is to timestamp every primary-data claim and re-validate anything older than one quarter against observed behavior. An audit of Reddit's AI search found it disproportionately surfaces formal, highly upvoted comments while experiential language drops out of results, which means even the community signals agencies mine for research are a filtered sample rather than a neutral one. Pair conversational capture from Typeform with behavioral analytics, and treat the gap between the two as the finding worth billing for. A retainer built on a single survey wave is a retainer that expires quietly.
- Evidence Half-Life LedgerConcept
Every research input an agency collects has a shelf life, and the shelf life differs by evidence type. A survey response about purchase intent decays in weeks because markets and competitor offers move. A behavioral observation from session recordings holds longer because it captures friction that rarely disappears on its own. A market-sizing figure from a paid intelligence source can stay usable for a quarter or more. The Evidence Half-Life Ledger is a simple register that tags each research artifact with its collection date, its evidence class, and a revalidation trigger. Agencies that keep this ledger stop recycling stale findings into new client decks, which is the quiet way retainers get questioned. The practical test: before any strategy recommendation ships, the delivery lead checks whether the underlying evidence is still inside its window. If it is not, the recommendation gets re-grounded or flagged as an assumption.
- Insight Engine CompoundingConcept
Insight Engine Compounding treats each research instrument (a survey template, a behavioral tracking setup, a validation pipeline) as a capital asset rather than a one-off deliverable. The first client engagement absorbs the full build cost; every subsequent retainer amortizes it further, so the tenth deployment of the same instrument costs a fraction of the first while the fee stays flat. The risk is staleness: an instrument tuned to one client's audience can quietly misread the next one. Agencies that version their instruments and re-validate assumptions quarterly keep the compounding effect without inheriting the error. The counterweight is behavioral data. Self-reported answers decay fast, so pair every reusable survey asset with observational signals before the findings reach a client deck. A practical example: a validation pipeline that scans community and search signals to score demand before a build decision can be templated once and rerun per client, turning a single research sprint into a standing retainer line item.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- When to Adopt ninethirty: Only If Clients Already Trade Seasonal Equity PatternsEvaluation Rule
Adopt ninethirty only when a paying client has already asked for recurring monthly equity patterns on a named watchlist, and price the work as a fixed-scope audit rather than an open-ended retainer.
- When Self-Reported Research Carries the Whole Recommendation, Pair It With Behavioral DataEvaluation Rule
Treat self-reported data as a hypothesis generator, never as the verdict, and budget observational analytics into every research scope before you present findings.
- ninethirty: Buy vs Skip (Seasonality Research Retainers)Decision Framework
IF your agency already sells equity research or advisory retainers and can absorb $99.99/month for the Alpha plan, THEN ninethirty's unlimited backtests, 50 active alerts, unlimited saved screens, and 500 candles of historical data support a repeatable seasonal pattern deliverable. IF your client work sits outside equity seasonality (crypto, FX, private markets) or you need broader market research coverage, THEN skip it because the tool is purpose-built for monthly stock and index patterns only.
- The ninethirty Consistency Score Trap: Why Agencies Sell Seasonal Patterns Clients Cannot VerifyFailure Pattern
- The Self-Report Trap: Why Research Tools Stall When Agencies Trust Stated Preference Over Observed BehaviorFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- ninethirty Seasonal Research Retainer Build (7-10 days)Implementation Blueprint
A productized retainer that turns ninethirty's seasonal consistency screener and monthly heatmaps into a recurring client research deliverable for financial advisory and wealth management agencies.
- ninethirty Seasonal Consistency Screen Build (Delivery)Operating Procedure
- Insight Engine Intake (Onboarding)Operating Procedure
- Primary Data Collection Gate (Delivery)Operating Procedure
13 modules selected for ninethirty
Frequently Asked Questions
Answers about pricing, setup, implementation, and more
NineThirty identifies recurring monthly stock patterns by screening equities for seasonal consistency, displaying historical monthly returns as heatmaps, and backtesting entry dates and holding periods. Users rank stocks by average historical return, positive rate, and consistency score, then compare current month performance against historical averages. The tool supports S&P 500, Nasdaq 100, and Dow Jones indices.
ninethirty offers 1 pricing tier, at $99.99/mo (Alpha). Agencies typically achieve 54% profit margins when reselling to clients.
No verified white-label program. Client-facing surfaces display the NineThirty brand, so you cannot present the tool as a proprietary research platform or agency-branded offering. Agencies can only resell access under the NineThirty brand name.
No verified integrations with wealth management platforms, CRMs, or portfolio management systems are documented. The tool operates as a standalone screener and does not natively connect to Schwab, Fidelity, E*TRADE, Salesforce, HubSpot, or other common agency infrastructure.
Setup time is not documented. Agencies should expect to manually create watchlists and configure alerts for each client, as the tool does not support templated client onboarding or bulk account provisioning. Estimated 15-30 minutes per client to configure initial screens and alerts.
Financial advisory agencies, wealth management firms, investment research providers, and trading education platforms. The tool is purpose-built for equity traders and advisors; it has no application for e-commerce, SaaS, professional services, or other non-financial verticals.
The Alpha plan does not explicitly document multi-tenant or sub-account management. Agencies should verify with NineThirty whether a single $99.99/month subscription supports multiple client logins or if each client requires a separate subscription. The 50 active alerts limit may constrain managing 10+ concurrent client strategies.
No. The tool screens only equities (stocks) and does not support options, futures, commodities, or cryptocurrency. Agencies serving clients who trade derivatives or alternative assets will need a separate research platform.