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Load Brazil CVM Filings into Excel with Power Query

Want Excel Power Query CVM filings tables without downloading ZIPs from the portal? Point Power Query at apicvm, send a Bearer API key, and expand the JSON from GET /v1/documents. This is not an official Microsoft connector — it is a Web API call you control.

The problem

Equity and credit analysts often need a live list of Brazilian filings in a workbook:

  • Portal UI does not refresh cleanly in shared Excel files
  • CSV dumps from open data are hard to filter by ticker + year
  • Research assistants re-download the same DFP every quarter

Power Query + apicvm keeps the table refreshable.

Prerequisites

  1. Get an API key
  2. Excel for Windows/Mac with Power Query (Get Data → From Web / Blank Query)
  3. Base URL https://apicvm.dev

Auth header

apicvm accepts Authorization: Bearer (or X-API-Key). In Power Query, prefer a parameter for the key so you do not paste secrets into shared workbooks.

Blank Query (M) — list PETR4 DFP 2024

let
    Base = "https://apicvm.dev",
    Key = Excel.CurrentWorkbook(){[Name="ApiKey"]}[Content]{0}[Column1],
    Url = Base & "/v1/documents?ticker=PETR4&type=DFP&year=2024&perPage=50",
    Source = Json.Document(
        Web.Contents(
            Url,
            [
                Headers = [
                    #"Authorization" = "Bearer " & Key,
                    #"Accept" = "application/json"
                ]
            ]
        )
    ),
    Data = Source[data],
    Table = Table.FromList(Data, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    Expanded = Table.ExpandRecordColumn(
        Table, "Column1",
        {"id", "name", "type", "year", "deliveryDate"},
        {"id", "name", "type", "year", "deliveryDate"}
    )
in
    Expanded

Store the key in a named Excel table ApiKey (one cell) or an environment-specific parameter. See Authentication.

Resolve a company first

curl -H "Authorization: Bearer $APICVM_KEY" \
  "https://apicvm.dev/v1/companies/resolve?query=HYPE3&by=ticker"

Use the confirmed ticker in the Power Query URL. Company pages such as HYPE3 CVM filings show the same filters.

What you can put in columns

From each document row: id, name, type (DFP/ITR/FRE), year, delivery metadata when present. Build a second query that concatenates https://apicvm.dev/v1/documents/ & [id] & /file for archive links (download still needs the auth header outside Excel, or a small script).

Pagination

perPage max is 50. If meta.lastPage > 1, either:

  • Raise filters (year, type) so one page is enough for the sheet, or
  • Use a small Python/pandas job and land a CSV that Excel refreshes

Current limitations

  • Power Query will not run async text extraction callbacks — use async extraction outside Excel.
  • Nested JSON shapes may differ slightly by document; expand only fields you need.
  • Do not commit API keys into .xlsx files shared broadly.

Next steps

Ready to integrate?

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

Get API key Read the API docs