Brazil CVM Filings for Asset Manager Research

Long-only and multi-asset Brazil filings asset manager teams need listed issuer packs on a schedule. apicvm delivers DFP/ITR/FRE over HTTP so coverage can cite document UUIDs. It is not a portfolio management system, OMS, or holdings feed.

The persona

Equity analysts refreshing quarterly ITR for a Brazil book
Platform engineers automating filing archives for research notes
Risk teams pulling FRE language into internal knowledge bases

The problem

Task	Typical filing
Earnings / statements	DFP / ITR
Risk & governance narrative	FRE
Issuer identity	resolve by ticker / CNPJ

Manual portal downloads do not scale across a 80-name coverage list.

Solution flow

Coverage watchlist → resolve → list DFP/ITR/FRE → download → cite UUID in note

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=EGIE3&type=ITR&year=2024&perPage=20"

Adjacent: Hedge fund research, Equity research.

Example: coverage ITR pull

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
tickers = ["EGIE3", "CIEL3", "PSSA3", "ASAI3"]

for t in tickers:
    docs = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={"ticker": t, "type": "ITR", "year": 2024, "perPage": 20},
    ).json()["data"]
    print(t, len(docs), [d["id"] for d in docs[:3]])

Current limitations

Not a source for fund holdings, NAV, or trade blotters
Corpus coverage varies; empty list ≠ "issuer never filed"
No real-time material-fact feed in v1 MVP scope

Next steps

Ready to integrate?

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

Read the API docs Get API key