Hedge Fund Research with Brazil CVM Filings

Long/short and event-driven teams that need Brazil filings hedge fund workflows care about speed from ticker to primary document — business plan, risks, contingencies, quarterly ITRs — with IDs that survive a refresh. apicvm is the filings layer for that stack, not a portfolio system or idea generator.

The persona

Fundamental PMs / analysts covering B3 names
Quantamental desks combining filings text with market data elsewhere
Research platforms embedding Brazil document retrieval for clients

The problem

A typical week:

Expand a watchlist (resolve CNPJ / tickers).
Diff this quarter’s ITR vs last.
Pull FRE business-plan and risk sections for thesis risks.
Archive PDFs; optionally chunk text for internal search.

Without an API, that becomes brittle scrapers or shared Drive folders with inconsistent names.

Solution flow

Watchlist
  → resolve each ticker
  → list ITR (current year) + DFP (last fiscal) + FRE (themes)
  → download or extract
  → your research wiki / RAG / spreadsheet

Batch resolve + ITR list

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
BOOK = ["PETR4", "VALE3", "EMBR3", "LREN3", "ELET3"]

for ticker in BOOK:
    company = requests.get(
        f"{BASE}/v1/companies/resolve",
        headers=H,
        params={"query": ticker, "by": "ticker"},
    ).json()
    itr = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={"ticker": ticker, "type": "ITR", "year": 2025, "perPage": 10},
    ).json()["data"]
    print(ticker, company.get("name"), "ITR docs:", len(itr))

FRE themes for thesis work

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

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=EMBR3&type=FRE&year=2024&name=Negocios&perPage=15"

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=EMBR3&type=FRE&year=2024&name=FatoresRisco&perPage=10"

Pair with equity research and RAG over filings when agents summarize sections.

Quotes vs filings

apicvm does not return prices, shorts interest, or factor returns. Combine with a quotes API separately — see quotes vs filings.

What apicvm does not provide

Trade ideas, alphas, or position sizing
Real-time material facts (IPE outside MVP)
Complete coverage of every B3 ticker every day
Bloomberg-style terminal UI

Current limitations

Poll for new documents — no push feed
Extraction async + credits (Pro)
Portuguese-primary documents

Next steps

Ready to integrate?

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

Read the API docs Get API key