Decision FrameworkDecision layer

ninethirty: Buy vs Skip (Seasonality Research Retainers)

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.

By InnovaAI ResearchPublished

Decision Frame

ninethirty: Buy vs Skip (Seasonality Research Retainers)

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.

When is it the right choice?
  • Your agency runs financial advisory or wealth management retainers where a monthly seasonal heatmap report is a billable deliverable clients already ask for.
  • You need unlimited backtests with no daily limits to test entry dates and holding periods across a client watchlist without throttling.
  • The $99.99/month Alpha plan fits inside an existing research budget, and the included 1:1 call with the NineThirty.ai team shortens onboarding for a delivery lead.
  • Clients hold S&P 500, Nasdaq 100, or Dow Jones names, since those are the indices the screener covers.
  • You want to package a fixed-fee seasonal audit (for example a $1,800 starter engagement) on top of a tool cost under $100/month.
When should you skip it?
  • Your client base trades crypto, FX, or private markets, because ninethirty screens equities and major indices only.
  • Prospects push back on seasonal equity patterns as contested in academic finance, which undermines the retainer's core premise.
  • You need multi-asset research, macro data, or fundamental screening, none of which the seasonality tool provides.
  • Your agency has no financial advisory or investment research client, so the consistency score and monthly heatmaps have no buyer.
  • You expect the tool to run client-facing automation on its own; the Alpha plan caps alerts at 50 and still requires analyst interpretation.
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