LoginThe Primer playbook
Get more out of Primer.
Start with the essentials, then choose the guides that help with your work. The guides explain what to do, show where to do it and give you prompts to try.
Explore the playbook
01Getting started
Set up your coverage, bring in your own work and complete a useful first task.
6 guidesSkills
Turn a research process into a skill you can use again. Start with an existing skill or build your own.
5 guidesPrimer Reports
Find the reports that matter to your question and use them in your own research.
4 guidesRoutines
Keep up with your companies and questions through useful recurring work.
10 guidesCompany research
Here are some things to try when researching a company. Choose a question that matters to your work, try the prompt and ask follow-up questions.
4 guidesResults day
Primer can use analysis you have done in the platform and notes you have already uploaded. Try these tasks around results to follow up on what matters to your coverage.
6 guidesSectors and ideas
Explore themes and find questions worth investigating.
5 guidesAlternative data research
Find useful datasets, test what they tell you and keep the evidence up to date.
5 guidesClaude connector
Use Primer’s equity research capabilities within your existing Claude account.
1 guides