Primer
Primer: A focused workspace for multi-step equity research, modeling, and recurring monitoring. Ranked #22 of 28 in AI Research Assistants by our editors (7.0/10); pricing: Pricing on request; best for investment teams running structured equity research.
At a glance
- Editor score7.0 / 10
- PricingPricing on request
- Best forInvestment teams running structured equity research
- Source citationsYes
- Facts checked21 Sep 2026
Where it wins
- Combines filings, transcripts, market data, web research, and models
- Deep Mode uses parallel research agents with independent review
- Ingests websites, APIs, files, and Excel for data transformation
Where it doesn't
- Pricing requires a demo or sales contact
- Web and API are the listed platforms
- Its focus is equity research rather than broad research workflows
Our verdict on Primer
Primer is an AI research agent and browser-based workspace for equity investors, investment teams, and institutional equity research workflows. It brings filings, transcripts, market and macro data, models, web sources, uploaded files, and APIs into multi-step research workflows. The product supports research reports, earnings previews, call reports, financial model building, monitoring, and reusable company, model, and research context.
Its standout capability is the combination of research depth and workflow automation. Primer can run scheduled research routines, clean and join datasets, aggregate information, and apply SQL transformations. Deep Mode uses parallel research agents for more complex investigations, followed by an independent review of the outputs. Source citations, web and file access, file uploads, and a team workspace are part of the published product specifications, giving research teams tools for both investigation and structured knowledge work.
Primer also fits workflows that depend on external data and familiar spreadsheet environments. The listed integrations include APIs, Excel, and Google Sheets, while the workspace can retrieve information, analyze datasets, build financial models, write research, and monitor coverage. According to the vendor's pricing information, the product uses a contact-sales model, with pricing handled through a demo or sales contact rather than published plan prices. Primer is a strong fit for investment professionals who need repeatable, data-heavy equity research processes. Teams seeking a broader general-purpose research assistant, or access beyond the listed web and API platforms, should consider a more broadly scoped alternative.
Your product? Our editors can test Primer in depth and publish a review, labelled as paid · from $149/mo →
Primer pricing
Primer fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Source citations | Yes |
| Deep research mode | Yes |
| Source access | Web+files+connectors |
| File uploads | Yes |
| Source limit | Not verified |
| Team workspace | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: APIs, Excel, Google Sheets |
| Pricing | Pricing on request (source) |
| Website | primerapp.com |
| Facts checked | 21 Sep 2026 |
Primer integrations
Primer lists 3 integrations on its own site.
- APIs
- Excel
- Google Sheets
Alternatives to Primer
- ElicitA focused research assistant for literature reviews, evidence synthesis, and clinical-trial analysis.9.4
- ConsensusA broad scholarly search workspace with deep analysis, citations, and research integrations.9.2
- ScholarlyA cited research workspace for web, file, and team-based investigation.9.0
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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