Brazil CVM Filings for Sell-Side Research
Sell-side associates covering Brazilian names need primary Brazil filings sell-side inputs for models and notes — not only sell-side peers’ PDFs. apicvm exposes DFP, ITR, and FRE over HTTP so coverage initiation and earnings packs stay tied to document IDs. It is not a consensus or estimates product.
The persona
- Equity research associates building initiating coverage
- Sector teams refreshing quarterly ITR packs
- Editors who need reproducible filing footnotes in published notes
The problem
| Research task | Typical CVM source |
|---|---|
| Historical audited statements | DFP |
| Quarterly update vs model | ITR |
| Governance, risks, related parties | FRE (name= filters) |
Portal browsing does not scale across a coverage universe of 20–40 tickers.
Solution flow
Coverage universe
→ GET /v1/companies/resolve
→ GET /v1/documents (type + year + optional name)
→ GET /v1/documents/:id/file
→ optional POST /v1/document-text-extractions for searchable text
export APICVM_KEY='apicvm_...'
export APICVM_URL='https://apicvm.dev'
curl -H "Authorization: Bearer $APICVM_KEY" \
"$APICVM_URL/v1/documents?ticker=HYPE3&type=ITR&year=2024&perPage=20"
For a dedicated ticker landing page, see HYPE3 CVM filings.
Earnings week checklist
- Resolve ticker (confirm CNPJ / name)
- Pull latest ITR for the print
- Keep prior-year DFP IDs in the model archive
- Pull FRE risk / related-party sections when the note discusses contingencies
Quarterly monitoring patterns: Brazil quarterly earnings ITR monitoring.
Example: coverage basket
import os, requests
BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
UNIVERSE = ["HYPE3", "RADL3", "ABEV3"]
for t in UNIVERSE:
itr = requests.get(
f"{BASE}/v1/documents",
headers=H,
params={"ticker": t, "type": "ITR", "year": 2024, "perPage": 20},
timeout=30,
).json()["data"]
print(t, "ITR count", len(itr), "ids", [d["id"] for d in itr[:2]])
Note footnote pattern
Cite the document UUID from apicvm in the internal archive so compliance can re-open the same PDF after portal UI changes. Broader equity framing: Brazil equity research with CVM filings API.
Current limitations
- No sell-side estimates, target prices, or broker rankings — documents only.
- Corpus lag: verify IDs before publishing a note.
- Text extraction is async and credit-based on Pro.
Next steps
Ready to integrate?
Get an API key and start querying Brazilian CVM filings programmatically.