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This guide walks through the main features of the Credit Intelligence platform and how to use them day to day.
The platform is in beta. We welcome feedback as we build out the platform for municipal credit research. Reach us at team@terrapinfinance.com or through the chat bubble in the corner of any page.

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Where you land

After signing in you land on terrapinfinance.com/platform/screener. The sidebar on the left groups the platform into three sections. Click the logo at the top to collapse the sidebar to icons and give the page more room.

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Market

Search the whole municipal universe. All three pages share the same filter bar: add the filters you want from the funnel menu, and results update as you go. See Screener and explorers.
  • Screener: browse securities by issuer, state, sector, tax status, and other reference fields.
  • Trade Explorer: browse recent MSRB trades.
  • Doc Explorer: browse official statements and continuing disclosures, with each filing’s takeaways and sentiment in the list.

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Coverage

Everything scoped to a watchlist.
  • Watchlists: groups of CUSIPs and entities, usually organized by sector or theme, that you want to monitor or process at scale. See Watchlists.
  • Data Tables: a prompt-driven workspace that pulls a comparable matrix of metrics (revenue, debt service, DSCR, and so on) across every entity in a watchlist. See Data Tables.
  • Tear Sheets: narrative credit write-ups driven by saved instructions, run on a few entities first, then extended across a watchlist. See Tear Sheets.
  • Surveillance: a cross-watchlist event feed for everything happening on your watchlists. See Surveillance.

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Chat

  • Deep Dive: AI credit analysis. Open a chat against any mix of securities, obligors and documents and ask free-form questions. See Deep Dive.
  • Skills: instructions you save once and reuse. Type / in a Deep Dive question to add one. See Skills.

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The header bar

Every page shares the same header:
  • A search box for jumping to a security or an obligor. Press / anywhere outside a text box to focus it.
  • A bell that lists activity as it completes, such as a finished extraction.
  • Platform Updates, where new features are announced.
  • My account, for billing, team members and API keys.
The User Guide link at the bottom of the sidebar opens these pages.

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Security and obligor pages

Two pages sit behind almost every CUSIP and entity name in the platform, and you can open them from search, from any table row, or from a Deep Dive session header.
  • A security page covers one CUSIP: reference data up top, then tabs for the rest of its series, price history, cashflows, documents, Moody’s and S&P rating history, liquid peers and news.
  • An obligor page covers everything one obligor issues: its bonds grouped by series, its filings, and any tear sheets and data tables your organization has run on it. You can start a new tear sheet or data table for that obligor directly from the page.

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Where to start

  1. Read Deep Dive overview to understand the core research loop.
  2. Try a session on a CUSIP you already know. The Sessions page walks through the UI.
  3. Once a question is worth asking of many credits, build a watchlist and point Tear Sheets or Data Tables at it.
  4. For end-to-end recipes, see Common workflows.