Maxit v1

🚀 Maxit v1 – First Stable Release

Maxit is your AI-powered CIB RM Assistant, designed to analyze filings, surface insights, and support client conversations — all through a conversational interface.

This v1 release marks the first stable deployment of the Maxit Bot, with the following key components:

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✅ Features in v1

1. Conversational UI

   • Integrated with LangGraph [Agent Chat UI[(https://github.com/langchain-ai/agent-chat-ui)

2. Agent Orchestration Framework

   • Built on LangGraph

3. Agent

   • 1 Agent: RM Agent

4. Planner Agent

   • GPT 4o (Agent with Tools)

5. Reasoning Graph

   • Start
   • Chatbot <-> Tools
   • End

6. Tools - Focused on SEC Filings

   • web search
   • YahooFinanceNews - Stock price related
   • get_stock_price
   • get_analyst_rating_summary - Analyst view on stock price
   • get_earnings
   • get_ticker_given_name
   • get_cik
   • get_latest_filings
   • get_financial_statement
   • get_latest_10K_item_summary
   • run_peer_comparison

7. Actions

   • None

8. Data

   • No data stored for now
   • Data can be fetched via tools

9. Memory

   • Short Term: part of Agent state
   • Long Term: None
   • Feedback Loop-Out of conversation: None

10. Human Oversight

• NA

11. **Pre-defined Frameworks

    • Peer Comparison

12. Observability

    • Langsmith

13. Security and Data Governance

    • None

14. Evaluation

• None