Step-by-step recipes for the tasks analysts run most often. If you find yourself doing the same sequence repeatedly and it isn’t here, let us know.Documentation Index
Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt
Use this file to discover all available pages before exploring further.
Produce a tear sheet or financial summary for a single obligor
Produce a tear sheet or financial summary for a single obligor
Open Deep Dive
Go to Deep Dive (
/munis/credit-intel).Create a session
In the sidebar, enter the CUSIP or entity name and submit. A new session opens for that obligor.
Scope the documents
In the document filter bar, set Years Back to the horizon you want the tear sheet to cover. Confirm the “N documents selected” counter is greater than 0.
Ask the question
Type your question in the chat box, or type
/ and pick run-prompt to apply a saved prompt template.Produce tear sheets across every obligor in a watchlist
Produce tear sheets across every obligor in a watchlist
Author a prompt template
Open Prompts (
/munis/prompts). Pick an existing template (e.g. a standard financial-summary tear sheet) or create one with Create Template or by duplicating an existing template. Write the prompt body (sections, tables, definitions, instructions) and save with the check button on the bottom right.Create the watchlist
Open Watchlists (
/munis/watchlists). In the left sidebar, name the watchlist (e.g. “Sector tear sheet”), paste one or more CUSIPs for your target entities into the CUSIPs/entities field, and submit. Each CUSIP is resolved to its obligor.Add an assignment
On the watchlist detail page, click Add Assignment and set:
- Type: Prompt Template.
- Discovery Scope: By Obligor (all deals) to cover every CUSIP under each obligor, or By CUSIP (single bond) to pin it to specific bonds.
- Template: the template from step 1.
- Years Back: 1 to 5, depending on how far back you want disclosures.
- Document Types: keep Official Statement checked (required) and add Disclosure document for ongoing filings.
- Filing Types (optional): narrow to annual financial, audited statements, quarterly/monthly, etc.
Review the results
The backend pulls the matching documents and runs the prompt for every obligor. Within a few minutes the extracted results show up. Browse them on the watchlist page or in Surveillance filtered by watchlist or entity.
Use a prompt template in a Deep Dive session
Use a prompt template in a Deep Dive session
Open Deep Dive
Open Deep Dive (
/munis/credit-intel).Scope the documents
Adjust Years back, Disclosure types, and Include latest OS in the filter bar so the template runs against the right corpus.
Run the template
Type
/ in the chat box and select run-prompt, then pick your template. A tag appears in the thread showing which template was run.Track disclosure publications (with summaries) for every name in a watchlist
Track disclosure publications (with summaries) for every name in a watchlist
Open the watchlist
Open the target watchlist.
Add a Document Publication assignment
Click Add Assignment and pick Type = Document Publication. Set the years-back window and submit.
Review new events as they arrive
Each time new disclosures land for any entity in the watchlist, a new event appears in Surveillance. Each event includes a summary and key takeaways (all disclosure types from EMMA are covered). From an event you can:
- Set a priority or mark it completed.
- Drill into the disclosure with the Deep Dive button on the bottom right of the event box.
Compare metrics across every entity in a watchlist (Data Tables)
Compare metrics across every entity in a watchlist (Data Tables)
Pick or create a prompt
Select an existing prompt-driven table from the sidebar or create a new one. The prompt describes the metrics you want, the years to cover, and any sector-specific instructions.
Preview on a sandbox
Click Preview to run the prompt against 3 sample CUSIPs from the watchlist. Tweak the prompt until the cells look right.