Watch Claude and Aiera Bring Real-Time Intelligence to Investment Workflows

aiera claude demo

In this short demo, Anthropic’s Claude showcases its powerful new integration with Aiera, bringing conversational AI directly into hedge fund, private equity, and investment banking workflows. Watch how analysts can move from market signal to investment decision in minutes, with Claude dynamically pulling live data, expert insights, and transcripts from Aiera’s real-time research platform.

Transcript:

Now with these new features, Claude can go much deeper into your direct workflows, and that is across hedge fund, private equity, and investment banking. And we would love to show you what this actually looks like in action. Starting with hedge funds.

Let me show you how Claude helps credit analysts move from market signal to investment decision in minutes, not hours.

We’re following Yuri, a credit analyst at a multi-strategy fund, Steady Capital. It’s 10:00 AM, and he notices the Walmart 2030 bonds moving tighter. Portfolio review is at 2:00 PM. Yuri wants to know—is this a trading opportunity or a fundamental shift?

He starts simple: “Show me Walmart’s bond curve and compare it to Costco and Target.” Claude connects to LSEG. Within seconds, an interactive dashboard is ready. Yuri sees the full Walmart curve with live data. The 2030 is tight, but there is a steep jump up to 2037 and 2038. The market wants compensation for a longer duration.

Claude automatically pulls comps for Costco and Target, and Walmart trades tighter than both of them. In under a minute, Yuri sees that Walmart is priced as best in class.

Now, do the fundamentals support it? Yuri asks Claude: “Dig deeper on Walmart’s credit quality. Analyze the last three earnings calls, check Third Bridge experts, and give me a write-up.”

Claude posts Aiera earnings transcripts for Q4, Q1, and Q2 while searching Third Bridge for former Walmart executives. Everything happens in parallel. Within minutes, Claude has a complete credit analysis ready.

It found patterns across three quarters:

  • consistent sales growth
  • surging e-commerce
  • advertising up nearly 50%, and new high-margin businesses scaling

Every claim is verifiable, with links that go directly to Aiera’s platform and the exact transcript Claude analyzed.

Claude also found former executives who actually built these systems. One confirms the e-commerce profitability story. Another explains their competitive advantage on tariffs, supplier relationships, and domestic sourcing give them structural protection.

Claude synthesizes everything: this is a trend, not a blip. Three quarters of strong execution, experts confirming it’s real, with every data point linked to source.

It’s 1:45 PM. Yuri walks into the portfolio review with this dashboard and comprehensive deep-dive. The story is clear. The market is pricing Walmart as best in class and fundamentals back it up.

Claude’s view: short bonds are priced to perfection, and longer bonds offer better value if this transformation continues.

30 Minutes. 3 platforms. 1 story with full transparency. That’s the difference between data and conviction.