Introducing Primer 2.0: The Future of Equity Research

Today we release Primer 2.0, introducing a whole new suite of upgrades that sets a new benchmark for AI in financial analysis. Whilst, as ever, Primer helps eliminate routine processes so analysts can focus more on deep work, these updates specifically unlock AI to drive new investment ideas and better decision-making in your process.

What’s New in Primer 2.0?

Beyond summarisation: Briefings now contain analysis

Most financial platforms have been slow to integrate AI, and when they have, it's been limited to summarisation. While distilling key information remains valuable - and a core pillar of Primer - we've always pushed further, for example organising content by topics and materiality so the most important 'new news' is instantly available to you.

With Primer 2.0, we take a significant step forward. Our Briefings now incorporate deep analysis - reasoned insights built on comprehensive knowledge of company reporting history. Here's a powerful example with JD Sports, where many human analysts missed a critical underlying guidance change, as the company tacitly incorporated an acquisition into their outlook:

We also release ‘Smart Peers’ - our own relational map of companies…

We're also launching Smart Peers, our sophisticated relational mapping system covering over 2,000 global companies. Rather than traditional peer groupings, Smart Peers creates dynamic, segment-specific relationships. For example, while a UK retailer might consider Amazon a peer for competitive analysis, Amazon's vast scale means the reverse isn't true. This granular, directional approach allows for more nuanced and relevant peer analysis across products, segments, and markets.

… Allowing us to deliver ‘AI Read-Across’: Never Miss a Material Industry Development

Building on Smart Peers, Primer now automatically monitors everything that is going on in the world which affects your coverage. Get real-time alerts when peer companies report material news, helping you identify emerging patterns and their implications across sectors before the market catches on.

Start Transforming Your Research today

Built by analysts for analysts, Primer 2.0 represents our commitment to empowering financial professionals with AI that delivers genuine analytical value. Ready to see how these new capabilities can enhance your research process?

Get in touch to try Primer 2.0 today.