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?

Instantly access context-aware analysis

Unlike traditional AI finance tools, which merely summarise data, Primer provides ‘reasoned’ analyst-grade outputs, delivered to you within minutes of an earnings event.

By applying contextual reasoning, Primer helps you uncover the deeper 'why' behind company narratives, rather than just the 'what', delivering more nuanced insights from earnings calls and company filings.

Intelligent peer mapping

Identifying true peer companies can often feel like an unreliable guessing game. Primer solves this by introducing AI-reasoned “Smart Peers” that are grounded in similarity scoring across industry themes, financial metrics, and market dynamics.

Automatic read-across alerts

Primer's Read-Across feature ensures you can automatically monitor everything that is going on in the world which affects your coverage. It provides real-time alerts on changes in outlooks within peer companies, making it easier to identify patterns and their implications across industries.

Surface hidden investment angles

Primer’s analysis suggests targeted areas for deeper research and specific questions to ask management, helping analysts dig deeper and uncover what others might miss.

Key theme extraction

Earnings calls provide significant insights into company performance, but distilling that information is time-consuming. Primer uses AI-powered theme extraction to pinpoint management commentary and broader discussion topics, helping you understand key drivers faster than ever before.

Start Transforming Your Research today

Get in touch to try Primer 2.0 today and transform your analysis and research workflow