IPE: Brazil Periodic Disclosures and Material Facts
IPE (often discussed alongside Informações Periódicas e Eventuais and fatos relevantes) is the CVM category developers associate with material facts and event-driven disclosures. Searches for IPE CVM usually want “tell me when something important was filed” — not the annual DFP package.
What is IPE?
In CVM’s broader filing taxonomy, IPE-style documents cover periodic and eventual disclosures outside the standardized financial statement forms. Categories and species can include material facts, communications to the market, investor presentations, shareholder notices, and assembly minutes — the Portuguese ecosystem’s closest analogue to ad-hoc issuer disclosures (not a literal SEC Form 8-K clone).
Event-driven quant systems and news agents care about IPE because timestamps and headlines move models. Fundamental research agents often care more about DFP/ITR numbers and FRE risk narrative.
IPE types on apicvm
GET /v1/documents accepts these IPE-related type values (in addition to DFP, ITR, and FRE):
| Type | Description |
|---|---|
FATO_RELEVANTE |
Material facts from the IPE feed |
COMUNICADO_AO_MERCADO |
Market communications, excluding presentations |
APRESENTACAO_INVESTIDORES |
Investor presentations filed as market communications |
AVISO_AOS_ACIONISTAS |
Notices to shareholders |
ATA_ASSEMBLEIA |
Assembly minutes |
IPE items are whole PDFs. GET /v1/document-prefixes remains limited to DFP, ITR, and FRE (section-derived documents).
How to list via API
export APICVM_KEY='apicvm_...'
export APICVM_URL='https://apicvm.dev'
curl -H "Authorization: Bearer $APICVM_KEY" \
"$APICVM_URL/v1/documents?ticker=PETR4&type=FATO_RELEVANTE&year=2024&perPage=20"Combine sibling types with types=FATO_RELEVANTE,COMUNICADO_AO_MERCADO. Step-by-step workflows: List Brazil material facts via API, List Brazil market communications via API, List Brazil shareholder notices via API, List Brazil assembly minutes via API, and List Brazil investor presentations via API.
When to use each cluster
| Need | Fit |
|---|---|
| Annual / quarterly financial PDFs | DFP / ITR via apicvm |
| Governance, risks, compensation narrative | FRE via apicvm |
| Material facts / market communications | FATO_RELEVANTE and sibling IPE types via apicvm |
| Bulk historical dumps / offline ETL | Also consider CVM open data |
Current limitations
- Ingestion is sync-based — not a guaranteed real-time push feed
- Empty lists can mean a corpus gap for that issuer/year
- No webhook for “new filing of any type” — clients poll documents they care about
- Demo download/markdown scope remains VALE3 FRE risk factors, not IPE evaluation
Next steps
Ready to integrate?
Get an API key and start querying Brazilian CVM filings programmatically.