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

  1. Resolve ticker (confirm CNPJ / name)
  2. Pull latest ITR for the print
  3. Keep prior-year DFP IDs in the model archive
  4. 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.