ITR: Brazil's Quarterly Financial Information

ITR (Informações Trimestrais) is the quarterly financial disclosure package Brazilian public companies file with the CVM. If you track US 10-Q filings, ITR is the closest equivalent — interim results between annual DFP statements.

Not an income tax return. In this API and in CVM filings, ITR always means Informações Trimestrais (Brazilian quarterly filings), not a tax-filing product.

This page explains what ITR is, what it typically contains, and how to list and download ITR filings through apicvm.

What is ITR?

ITR provides standardized quarterly financial information for B3-listed companies. Regulators require it so investors can monitor performance between fiscal year-ends without waiting for the annual DFP.

Filter with type=ITR on GET /v1/documents to get a consistent document category across issuers.

When is ITR filed?

Companies publish ITR after each fiscal quarter. The dateRef field marks the quarter end — for example 2024-09-30 for Q3 2024.

Expect multiple files per quarter: financial statements, notes, director declarations, and committee reports. Inspect name and dateRef in list results to pick the document you need.

What does ITR contain?

Typical ITR packages include:

  • Interim balance sheet and income statement
  • Cash flow statement (quarterly or year-to-date)
  • Notes to financial statements
  • Management commentary on the quarter
  • Audit or review reports when required

Exact file names vary by company. apicvm returns original PDFs as filed — use name metadata to identify specific sections.

How to list ITR via apicvm

export APICVM_KEY='apicvm_...'
export APICVM_URL='https://apicvm.dev'

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=VALE3&type=ITR&year=2024&perPage=50"

Each result includes id (UUID), year, dateRef, name, and nested company with tickers.

Python example

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}

docs = requests.get(
    f"{BASE}/v1/documents",
    headers=H,
    params={"ticker": "VALE3", "type": "ITR", "year": 2024, "perPage": 50},
).json()

for doc in sorted(docs["data"], key=lambda d: d["dateRef"], reverse=True):
    print(doc["dateRef"], doc["name"], doc["id"])

Sort by dateRef to walk quarters chronologically.

Download an ITR file

curl -OJ -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents/<document-id>/file"

For page-level markdown (RAG, agents), enqueue text extraction. See Extract Text from CVM PDFs for AI Agents.

ITR vs DFP vs FRE

Type Cadence Focus
DFP Annual Audited full-year financial statements
ITR Quarterly Interim financial updates
FRE Annual Company profile, governance, risks

Financial models often anchor on DFP for annual baselines, then layer ITR for quarterly monitoring. See Download DFP and ITR filings.

Current limitations

  • ITR availability depends on the apicvm corpus — only companies and periods ingested from the Hold pipeline.
  • Multiple ITR files per quarter are common; the API lists all matches — you choose the id.
  • Downloads are PDF originals, not structured XBRL or parsed line items.
  • year filter matches the filing year field — cross-check dateRef for the exact quarter.

Next steps

Ready to integrate?

Get an API key and start querying Brazilian CVM filings programmatically.