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 a month on the Alpha plan. InnovaAI rates it 3.9 of 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 to 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 RateConcept
Self-Report Decay Rate is the framework for estimating how fast a piece of research evidence loses predictive value after collection. Stated preference decays fastest: a survey answer about intent holds for weeks, a behavioral recording holds for quarters, and a structured observation of what people actually did holds longest. Agencies that treat every input as equally durable end up rebuilding strategy decks on stale self-report while the behavioral record underneath has already shifted. The practical move is to date-stamp every insight with its decay class before it enters a client deliverable, then set a refresh interval per class. A conversational capture tool such as Typeform is efficient for stated-preference work, but its output should carry a shorter shelf life than a Hotjar-style session recording of the same funnel. With 69% of marketers publishing more AI-generated content than last year, the volume of cheap self-report keeps rising while its marginal predictive value falls, which makes decay classification a defensible differentiator rather than a research nicety.
- Evidence Depth LadderConcept
The Evidence Depth Ladder ranks research inputs by how much they can be trusted when a client challenges a recommendation. Rung one is self-reported data: survey answers, form responses, stated preferences. Rung two is observed behavior: session recordings, click paths, drop-off points. Rung three is verified outcome: what actually converted, renewed, or paid. Most agency research stacks stall on rung one because forms are cheap and fast, and the resulting decks collapse the moment a client asks why. The framework's rule is that no strategic claim ships on a single rung. Pair a Typeform intake with behavioral evidence before writing the recommendation, and treat tools that only capture stated intent (IdeaStream's Reddit and search-trend signals, for instance) as hypothesis generators rather than proof. The ladder also sets retainer pricing: rung-three evidence commands diagnostic fees, rung-one evidence gets bundled into project scope. Agencies that climb deliberately can defend a recommendation in a renewal meeting instead of re-running the study.
- Evidence Half-LifeConcept
Evidence half-life is the interval over which a research finding still supports a decision before market, audience, or platform shifts erode it. A pricing survey from eight months ago may still hold; a competitive positioning study from the same quarter often does not, because AI answer engines now rewrite category narratives faster than annual research cycles. For agencies, the framework converts research from a one-off project into a scheduled asset: each deliverable carries a stated expiry, and renewal conversations are timed to when the evidence, not the contract, runs out. HubSpot's October 2026 AEO guidance is a working example, since brand descriptions inside ChatGPT, Claude, and Gemini drift as third-party sources change, which means a visibility baseline captured in Q3 needs re-querying before it can anchor a Q1 content scope. Pair self-reported data with observational signals so the expiry date reflects behavior, not just stated intent.
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 Research Tools Produce Self-Reported Data Only, Add Behavioral Evidence Before ReportingEvaluation Rule
Treat self-reported research as a hypothesis generator, not a verdict, and pair every stated-preference finding with at least one behavioral or observational signal before it reaches a client report.
- 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 Produce Confident Answers Your Agency Cannot DefendFailure 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 lists 1 plan; the paid price is $99.99 a month (Alpha). The typical margin on reselling ninethirty is 54% of the fee, after the platform and labor at $75 an hour.
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.