Primer review
A focused workspace for multi-step equity research, modeling, and recurring monitoring.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Primer pros and cons
- 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
Primer fact sheet, pricing and score →
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