This guide walks through the main features of the Credit Intelligence platform and how to use them day to day.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.
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 via the thumbs-up / thumbs-down buttons on every agent response.
Where you land
After signing in you land on terrapinfinance.com/munis/screener. The left-hand sidebar has two navigation groups.Main
- Screener: filter the muni universe by structural attributes.
- Deep Dive: AI credit analysis per CUSIP or entity. Opens a chat against all disclosures for a single obligor; you can ask free-form questions or run a prompt template with
/run-prompt. See Deep Dive. - Watchlists: groups of CUSIPs and entities, usually organized by sector or theme, that you want to monitor or process at scale. See Watchlists.
- Surveillance: a cross-watchlist event feed for everything happening on your watchlists. See Surveillance.
Templates
- Prompts: reusable prompt templates you can run on a single name in Deep Dive or across every name in a watchlist via assignments. See Prompt Templates.
Beyond the sidebar
Data Tables is a prompt-driven workspace for pulling comparable metrics across every entity in a watchlist. It replaces the old Metrics/Analysis pages but is still under active testing, so it isn’t surfaced in the sidebar. Lives at/munis/data-tables. See Data Tables.
Where to start
- Read Deep Dive overview to understand the core research loop.
- Try a session on a CUSIP you already know. The Sessions page walks through the UI.
- Once a workflow is paying off, save it as a prompt template and apply it across a watchlist with an assignment.
- For end-to-end recipes, see Common workflows.