Implementation BlueprintExecution layer

ninethirty Seasonal Research Retainer Build (7-10 days)

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. Time: 7-10 days.

By InnovaAI ResearchPublished

Research Tools

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Blueprint

ninethirty Seasonal Research Retainer Build (7-10 days)

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.

Prerequisites
  • ninethirty Alpha plan active at $99.99/month, since unlimited saved screens and unlimited backtests are required to run multiple client watchlists without daily caps
  • A signed pilot client in financial advisory, wealth management, or investment research with a defined ticker watchlist
  • Historical return expectations agreed in writing, because seasonal equity patterns are contested and the retainer must not read as a performance promise
  • An analyst who can read consistency scores, positive rates, and average historical return columns side by side
  • A report template shell ready to receive heatmap exports and swing opportunity tables
Execution Timeline
  • 1.Create the agency workspace on ninethirty and confirm the Alpha plan is live at $99.99/month
  • 2.Walk the seasonal consistency screener, monthly heatmaps, and historical swing screener end to end
  • 3.Record which indices the client watchlist touches: S&P 500, Nasdaq 100, or Dow Jones
  • 1.Load the pilot client's ticker list into a saved screen and set consistency score thresholds
  • 2.Rank the list by average historical return and positive rate for the target month
  • 3.Flag tickers that fail the threshold so the client sees what was excluded, not only what passed
  • 1.Pull monthly returns heatmaps for each shortlisted ticker across 3 to 5 years
  • 2.Capture best and worst historical months plus typical monthly ranges for the report appendix
  • 3.Compare the current month against the historical average and note any divergence
  • 1.Run backtests on candidate entry dates and holding periods using the unlimited backtest allowance
  • 2.Shortlist the ten strongest recurring seasonal swing opportunities with entry and exit months
  • 3.Set 50 active alerts across the watchlist so the client gets month-boundary signals
  • 1.Assemble the annotated PDF playbook from heatmap exports and the swing opportunity table
  • 2.Write the methodology page stating the data window, thresholds, and index coverage used
  • 3.Book the 1:1 call with the NineThirty.ai team included in the Alpha plan to pressure-test the configuration
  • 1.Present the pilot report to the client and capture which sections they actually read
  • 2.Adjust consistency score thresholds based on client feedback and re-run the screen
  • 3.Agree the monthly cadence: which month rolls forward, which alerts stay active
  • 1.Convert the pilot into a retainer scope with a fixed monthly report date
  • 2.Document the delivery checklist so a second analyst can reproduce the screen and heatmap pull
  • 3.Set the internal time budget per client and compare it against the retainer fee
  • 1.Onboard a second client watchlist into its own saved screen and alert set
  • 2.Test whether the same thresholds hold across a different index universe
  • 3.Log the marginal setup time for client two against client one
  • 1.Build the monthly refresh routine: re-run screens, refresh heatmaps, reissue the swing table
  • 2.Confirm alert volume stays inside the 50 active alert ceiling per workspace
  • 3.Finalize the client-facing report template with the heatmap and consistency score sections locked
  • 1.Hand the routine to the delivery analyst with the documented checklist
  • 2.Set the quarterly review where the client decides whether to keep or retire specific tickers
  • 3.Close the build and move the account to steady-state retainer delivery
$99.99/month for the ninethirty Alpha plan, plus 16 hours of setup labor for the first client engagement7-10 days
ROI Logic

The Alpha plan costs $99.99/month and covers unlimited saved screens, unlimited backtests, 50 active alerts, and unlimited watchlists, so the tool cost stays flat while each additional client watchlist adds retainer revenue without adding a seat fee. A single seasonal starter audit priced at $1,800 against roughly 16 hours of setup work already clears the annual tool cost many times over, and the monthly refresh routine is the part that converts one-off audits into recurring retainer margin.

Deliverables
  • Client watchlist configured in ninethirty with documented consistency score thresholds and index coverage
  • Monthly returns heatmap report spanning 3 to 5 years per shortlisted ticker
  • Top 10 recurring seasonal swing opportunities table with entry and exit month guidance
  • Alert set of up to 50 active alerts mapped to the client's month-boundary decision points
  • Annotated PDF playbook with a methodology page covering data window, thresholds, and exclusions
Definition of Done

The client receives a dated monthly report built from a saved ninethirty screen and refreshed heatmaps, with active alerts firing on their watchlist and the delivery checklist reproducible by a second analyst.

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