Primer Studio for sell-side analysts
A simple guide to getting set up properly, from adding your coverage to preparing for results day and building sector work.
LoginPlaybook
Reusable research workflows.
A library of workflows, prompts, and examples for analyst-grade research in Primer.
Primer Studio for equity salespeople
Be more on top of the stocks you broke than anyone else on the line, from the morning call sheet to results day, reverse-brokered ideas and getting meetings booked.
How to turn memory off
Run Primer with no historic context so you can build a bear thesis, pressure-test your view, or revisit an idea from a clean slate.
How to write a company initiation
Write a company initiation with Primer.
Probability Weighted Range Of Outcomes
Create a reusable memory that runs a probability-weighted range of outcomes on any stock.
How to use Data within Primer
You can ask Primer to find a useful dataset, clean it up, compare it with company metrics, chart the result, and keep the work attached to the company.
Coverage list
Upload and manage your coverage list
Management Credibility Check
Understand how they guide, performance vs guidance and any narrative shifts
Trading Narratives
Understand the key determinants of share price action over a period of time
Company Quality Exploration
Focus on returns, cash conversion & balance sheet quality
Results Day Accounting Check
Forensic check of accounting on day of earnings
Angle Exploration
Autonomously search for new investment angles on a single or group of stocks
Guidance Sanity Check
Assessing whether guidance is achievable
Thematic view
Develop your thematic view and identify the most affected companies
Recent reporting
Surface what's been said about this theme in recent reporting
Missed signals
Uncover what the market might have missed