ESG Screening with Brazil CVM Filings

ESG and stewardship teams running Brazil filings ESG screening need issuer-written disclosures — integrity programs, climate and social risk factors, governance structures — not a third-party scorecard. apicvm lets you list and download the underlying CVM PDFs (mainly FRE). It does not produce ESG ratings or materiality scores.

The persona

Asset managers screening portfolios for disclosure gaps
Stewardship / engagement teams preparing issuer meetings
Researchers comparing integrity and climate narratives across tickers

The problem

Brazilian ESG-relevant narrative often lives in the FRE (and sometimes DFP footnotes), not in a single “ESG form.” Manual portal work does not scale across a 30-name watchlist. You need:

watchlist → FRE section filter → download / extract → your rubric

Solution flow

GET /v1/companies/resolve
GET /v1/documents?type=FRE&name=<theme>
GET /v1/documents/:id/file
optional POST /v1/document-text-extractions

Example: integrity / compliance themes

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

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=VALE3&type=FRE&year=2024&name=Integridade&perPage=20"

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=LREN3&type=FRE&year=2024&name=Socioambiental&perPage=20"

Example: risk factors (often includes climate / social)

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=PETR4&type=FRE&year=2024&name=FatoresRisco&perPage=10"

Try the public demo for VALE3 FRE 2025 risk-factor markdown: demo API guide.

Python: multi-issuer screen

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
TICKERS = ["VALE3", "PETR4", "LREN3", "EMBR3"]
NEEDLES = ["Integridade", "Socioambiental", "Clima", "FatoresRisco"]

for ticker in TICKERS:
    print("===", ticker)
    for name in NEEDLES:
        docs = requests.get(
            f"{BASE}/v1/documents",
            headers=H,
            params={
                "ticker": ticker,
                "type": "FRE",
                "year": 2024,
                "name": name,
                "perPage": 5,
            },
        ).json()["data"]
        print(f"  {name}: {len(docs)}")

Your ESG framework (taxonomy, weights, pass/fail) stays outside apicvm — the API only supplies documents and optional page markdown.

What apicvm does not provide

ESG scores, SFDR labels, or controversy databases
News / NGO incident feeds
Assurance that a disclosure is complete or accurate
Non-CVM sustainability reports unless filed inside ingested types

Current limitations

Section titles differ by issuer — tune name filters empirically.
IPE / material facts outside MVP.
Extraction costs credits on Pro.

Next steps

Ready to integrate?

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

Read the API docs Get API key