How Primer works.
See how Primer reads, models, writes and monitors research inside one workspace.
- 01Launchpad.
Start research from one place, with your coverage, sources and workflows ready to go.
- 02Models.
Build fully custom models in-platform, update them with new information, or import and export directly with Excel.
- 03Routines.
Schedule recurring work so Primer monitors companies, updates research and flags what changed.
Start research from one place, with your coverage, sources and workflows ready to go.
Start with your coverage and the right information.
Upload the companies you cover. Primer is then able to access filings, transcripts, presentations, consensus data, share prices, macro data, models and the web to do the research tasks you need.
Ask for an outcome, not just the steps.
Because Primer thinks like an analyst, it can take on multi-step work without compounding errors. Describe what you need and Primer will figure out the steps.
Routines do the work while you are away.
Set a routine on a company, sector or coverage list. Primer can monitor debates, prepare for events, update models and check risks - and you can ask Primer to only alert you when something is material.
Earnings previews, briefings and call reports - written for you.
Institutional-grade research, written for you on every company in your coverage and delivered to your inbox.
The agent learns to work like you.
You can tell Primer how you want it to work. Your frameworks, your conventions, your house view. And from every chat, model and note, it keeps learning how you actually think.