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Product update / 24 Jun 2026

Next Generation Financial Modelling

Primer builds fully custom models from company filings, keeps every assumption auditable, and lets analysts move between Primer, Excel and Google Sheets without losing the work behind the numbers.

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Next Generation Financial Modelling.
01 / Next Generation Financial Modelling.
Fully custom models, built from company filings.
02 / Fully custom models, built from company filings.
Modelling now has two users: the analyst and the agent.
03 / Modelling now has two users: the analyst and the agent.
Version control and dependency tracing make model changes reviewable.
04 / Version control and dependency tracing make model changes reviewable.
Any forecast can become a researched assumption.
05 / Any forecast can become a researched assumption.
Models keep your formatting and move cleanly in and out of Excel.
06 / Models keep your formatting and move cleanly in and out of Excel.
Deliberately built for the next generation of equity research.
07 / Deliberately built for the next generation of equity research.

What changed

Primer modelling now supports a fuller agentic workflow: custom models from filings, version history, dependency tracing, cell-level research and clean export to Excel or Google Sheets.

Why it matters

Modelling now has two users: you and the agent. Analysts need to see every change the agent makes, why it moved, and the sources, assumptions, comments and history behind each number.