ninethirty Seasonal Consistency Screen Build (Delivery)

ninethirty Seasonal Consistency Screen Build (Delivery)

1. 01

   Open the market-wide screener and set the target month

   Pick the calendar month the client is trading into, then let the screener rank the S&P 500, Nasdaq 100, or Dow Jones universe by average historical return, positive rate, and the proprietary consistency score. Save the screen so the same parameters can be re-run next month without rebuilding it.

2. 02

   Apply the consistency score threshold agreed in the client brief

   Filter out names whose consistency score sits below the client's stated floor. A high average return with a low positive rate is a single outlier year, not a seasonal pattern, and it will not survive the client's first follow-up question.

3. 03

   Drill into each shortlisted ticker's monthly returns heatmap

   Open the individual stock view and read the multi-year heatmap, best and worst historical months, and typical monthly range. Note the years the pattern broke so the deliverable can name the exception rather than hide it.

4. 04

   Cross-check the current month against the historical average

   Compare live month-to-date performance with the historical average for that same month. Flag any name already running well ahead of its typical range, since the entry window may have closed before the report reaches the client.

5. 05

   Run the historical swing screener for entry and exit dates

   Use the swing screener to backtest entry dates and holding periods on the shortlist. Record the holding window that produced the most repeatable result across the available history rather than the single best outcome.

6. 06

   Set alerts on the names that clear every filter

   The Alpha plan at $99.99/month carries 50 active alerts. Reserve them for names that pass the consistency threshold and the swing backtest, and leave the rest on the watchlist so the alert budget is not spent on noise.

7. 07

   Export the annotated playbook and log the run

   Produce the monthly heatmap report with the top recurring swing opportunities and their entry and exit months. Record the screen parameters, run date, and ticker count in the client folder so the next analyst can reproduce the exact screen.