Brazil CVM Filings for Rating Agency Research

Rating and surveillance teams need primary Brazil filings rating agency inputs for issuer packs — not only secondary research PDFs. apicvm exposes DFP, ITR, and FRE over HTTP so document IDs stay reproducible. It is not a credit rating, scoring, or outlook engine.

The persona

Credit analysts covering listed Brazilian corporates
Surveillance associates refreshing annual DFP packs after new ITR releases
Methodology teams archiving FRE risk-factor and contingency sections

The problem

Research task	Typical CVM source
Annual statements	DFP
Interim updates	ITR
Risk factors, contingencies, governance	FRE (`name=` filters)

Portal downloads do not scale across a rated-universe watchlist and do not give stable UUIDs for workpaper citations.

Solution flow

Issuer ticker list
  → GET /v1/companies/resolve
  → GET /v1/documents (type + year + optional name)
  → GET /v1/documents/:id/file
  → archive UUID next to the surveillance memo

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

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=PETR4&type=DFP&year=2024&perPage=20"

Surveillance checklist

Resolve ticker (confirm CNPJ / legal name)
Pull engagement-year DFP and prior-year comparative
Pull latest ITR for interim monitoring
Pull FRE sections for risk / contingencies when the committee pack needs them
Store document UUIDs next to workpaper citations

Credit-desk adjacent workflows: Brazil filings for credit analysis. Compliance monitoring: Monitor Brazil regulatory filings.

Example: FRE risk sections

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}

docs = requests.get(
    f"{BASE}/v1/documents",
    headers=H,
    params={"ticker": "VALE3", "type": "FRE", "year": 2024, "name": "Risco", "perPage": 20},
).json()

for d in docs["data"]:
    print(d["id"], d["name"])

Current limitations

apicvm does not produce ratings, PD models, or outlook language
Text extraction is async via callback (Pro); Student keys cannot extract (403)
perPage max is 50; paginate for large name filters
Empty lists mean “not in corpus yet”, not “issuer never filed”

Next steps

Ready to integrate?

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

Read the API docs Get API key