Running ninethirty as a service, Research Tools

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 decision record for ninethirty

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published – no explicit pricing tiers listed; ninethirty offers freemium and an 80% discount, but specific costs are not stated.
Time to first value
Not published – no explicit time-to-value provided; only setup complexity 'medium'.
Payback
Not modeled
Guided implementation
8 hours

Assessment

The evidence supports a niche but viable service around seasonal pattern analysis for financial advisors, given ninethirty's unique features. However, lack of explicit pricing and white-labeling options means agencies must independently determine costs and positioning.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • ninethirty account (free or paid tier)
  • Access to S&P 500, Nasdaq 100, and Dow Jones index data
  • Excel or Google Sheets for data export and report formatting
  • Client CRM or project management tool to track deliverables

People and inputs

  • Time for onboarding and tool proficiency (setup complexity: medium)
  • Data validation checklist against historical performance
  • Sample reports from the pilot client to refine workflow

Included with the course

6 working documents for delivering this service.

  • Seasonal Trade Setup Checklist for Alpha Plan Userschecklist
  • Monthly Returns Heatmap Client Presentation Templatetemplate
  • Consistency Score Filtering Worksheet (S&P 500, Nasdaq 100, Dow Jones)worksheet
  • Historical Swing Screener SOP - Entry Date and Holding Period Backtestsop
  • Seasonal Alert Configuration Guide - 50 Active Alerts Strategyguide
  • Client Onboarding Deck - Explaining Seasonal Tilts via Heatmap Datatemplate

Listed by name. These documents are not yet published as individual downloads.