Load Brazil CVM Filings into Power BI

Need Power BI CVM filings metadata in a desktop or service dataset? apicvm returns JSON you can load with Power Query Web.Contents. Use Power BI for tables and refresh; keep PDF binaries in blob storage or a local archive — not inside the PBIX.

The problem

Analysts covering Brazilian names often:

Paste portal tables into Excel, then re-import to Power BI
Lose document IDs when the portal HTML changes
Cannot refresh filing inventories on a schedule without scrapers

An HTTP list endpoint with Bearer auth fits Power BI’s Web connector pattern.

Setup

Get a key at /signup
In Power BI Desktop: Get data → Blank query → Advanced Editor
Prefer storing the key in a parameter or Azure Key Vault — not hard-coded in shared PBIX files

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

Power Query: list DFP for a ticker

let
  BaseUrl = "https://apicvm.dev",
  ApiKey = "apicvm_...",  // prefer Parameter
  Ticker = "PETR4",
  Year = "2024",
  Url = BaseUrl & "/v1/documents?ticker=" & Ticker
        & "&type=DFP&year=" & Year & "&perPage=50",
  Source = Json.Document(
    Web.Contents(
      Url,
      [
        Headers = [ #"Authorization" = "Bearer " & ApiKey ]
      ]
    )
  ),
  Data = Source[data],
  ToTable = Table.FromList(Data, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
  Expand = Table.ExpandRecordColumn(
    ToTable, "Column1",
    {"id", "name", "type", "year", "dateRef", "ticker"},
    {"id", "name", "type", "year", "dateRef", "ticker"}
  )
in
  Expand

perPage max is 50. For multi-page inventories, loop page until meta[lastPage] — same pagination as Excel Power Query.

Resolve before hard-coding CNPJ

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/companies/resolve?query=PETR4&by=ticker"

Use resolve in a separate query if you need legal name / CNPJ columns next to the document table.

What belongs in the model vs outside

In Power BI	Outside Power BI
Document id, name, type, year, dateRef	PDF bytes (`GET /v1/documents/:id/file`)
Refreshable inventory tables	Async text extraction callbacks
Relationships to your ticker dim	Large binary archives

Download files from a Python/Airflow job (or curl); join on id in the warehouse if needed.

Scheduled refresh notes

Power BI Service refresh needs a gateway or cloud credentials that can reach https://apicvm.dev
Respect rate limits (60 req / 60s per key on published plans) when refreshing many tickers
Student plans have a daily request cap — see pricing

Current limitations

apicvm is a filings API, not a Power BI visual pack or DAX measure library.
Text extraction is async and credit-based on Pro — not a Power Query sync step.
Corpus coverage depends on ingestion; empty data arrays mean “not in corpus yet,” not “company never filed.”

Next steps

Ready to integrate?

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

Get API key Read the API docs