Primer is a browser-based AI analyst for equity investors, taking research from source material through analysis, modelling, and written output. It can use filings, earnings-call transcripts, presentations, consensus data, share prices, macro data, models, and the web. Research tasks include building models, analysing data, comparing peers, tracking news, scraping websites, reading transcripts, and running sensitivities. Users can add websites, APIs, proprietary files, Excel uploads, and financial, market, and macro series from Primer’s catalogue. Scheduled routines monitor companies, sectors, or coverage lists, update models, check risks, prepare for events, and alert users to material changes. Primer produces earnings previews, briefings, and call reports delivered by email. It says the service adapts to users’ coverage, preferences, standards, frameworks, and conventions. Finished models can be exported to Excel or Google Sheets. Primer offers source citations, deep research mode, file uploads, team workspace, and web, file, and connector access. Pricing is available by demo request.
Who it is for
Primer is intended for equity researchers and investors who need recurring research, modelling, monitoring, and written outputs in a browser. It also suits teams sharing research through a workspace.
What is good
- Works without local setup or desktop installation
- Combines web, files, and connectors
- Schedules monitoring and model updates
- Exports finished models to Excel or Google Sheets
- Includes source citations and deep research mode
What to know first
- Pricing is available only on request
- Built specifically for equity research
- Generated outputs depend on provided research context
Verdict
Primer brings research, modelling, monitoring, and reporting into one browser-based workspace for equity investment work. Its routines and exports support recurring coverage, while its stated SOC 2 compliance and data controls address customer-data handling.
Compared on AI research assistants
- Source citations
- Yes
- Deep research mode
- Yes
- Source access
- web+files+connectors
- File uploads
- Yes
- Team workspace
- Yes
