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/platform/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.
- 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.
- 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.
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.