Brazil CVM Filings for Wealth Management

Wealth desks covering Brazilian equities need primary Brazil filings wealth management inputs for client notes and model portfolios — not only sell-side PDFs. apicvm exposes DFP, ITR, and FRE over HTTP so document IDs stay reproducible. It is not an OMS, CRM, or suitability engine.

The persona

Equity analysts at RIAs and private banks covering listed Brazilian names
Portfolio specialists refreshing annual DFP packs before client reviews
Research associates building peer packs with FRE governance / risk excerpts

The problem

Client research task	Typical CVM source
Annual statements for IC notes	DFP
Earnings-season updates	ITR
Governance and risk narratives	FRE

Manual portal downloads do not scale across a household’s Brazil sleeve and break citation audit trails.

Solution flow

Client / model ticker list
  → GET /v1/companies/resolve
  → GET /v1/documents
  → GET /v1/documents/:id/file
  → attach UUID to the coverage note

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

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=ITUB4&type=ITR&year=2024&perPage=20"

Coverage checklist

Resolve ticker before writing the legal name into a client note
Pull the latest ITR around earnings season
Pull year-end DFP for annual reviews
Pull FRE sections when the note discusses governance or risk factors
Keep document UUIDs next to citations

Family-office workflows: Brazil filings for family offices. Pension-adjacent packs: Pension fund research.

Example: multi-ticker ITR refresh

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
tickers = ["ITUB4", "BBDC4", "BBAS3"]

for t in tickers:
    docs = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={"ticker": t, "type": "ITR", "year": 2024, "perPage": 20},
    ).json()
    print(t, len(docs["data"]), "docs")

Respect rate-limit headers when looping. See Handle errors and rate limits.

Current limitations

apicvm does not manage accounts, KYC, or suitability
Text extraction is async via callback (Pro)
perPage max is 50
Corpus coverage depends on ingestion lag

Next steps

Ready to integrate?

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

Read the API docs Get API key