Find the CVM code (cd_cvm) of a company by name, CNPJ, ticker or code.

Accent- and case-insensitive. This is the entry point for every corporate tool: they key on cd_cvm, never on the ticker.

Resolve any identifier to the CVM keys (cd_cvm, CNPJ, ticker, name).

Browse the CVM company registry, optionally filtered by sector.

Map tickers (PETR4, VALE3) to CVM codes and company names.

List the curated account codes and role names understood by this server.

Full statement lines for one or more companies, as CSV.

One row per reported account, with the raw value (VL_CONTA) and the value in reais (VL_CONTA_BRL).

Follow one account over time for one or more companies (a compact series).

Compact headline view of one company-year: totals, equity, revenue, profit.

Returns the top-level accounts with a role column (total_assets, equity, revenue, ebit, net_income, ...).

List the 36 FRE corporate tables understood by this server.

Read rows from one FRE table, filtered by company and year.

The generic workhorse; prefer the curated helpers when they fit.

Show which FRE tables have data for one company-year.

Downloads and parses the whole year once (the first call can take a while).

Shareholder position: who owns the company and how much.

Compensation of the board, officers and fiscal council.

Board, officers and fiscal council composition.

Share capital events: amounts, approvals and share counts.

Transactions by controllers, officers and board members (CVM/VLMO).

Returns who traded, the role, the movement type, date, quantity, unit price and volume. This is the insider-trading signal dataset (Instruction 358).

Net insider buying/selling by year and role (aggregate of VLMO).

Explain-or-comply governance report: each practice and whether it was adopted.

Adoption rate of the recommended governance practices, overall and by chapter.

Find a fund or class and get the CNPJ used by every fund tool.

The CVM keys fund data on the class CNPJ. The result carries a family (fi, fii, fidc, fiagro, fip) that tells which monthly report covers it — get_fund_nav routes automatically.

NAV time series for any fund, routed to the right CVM dataset.

• FIF/FAPI: daily quota, net asset value, subscriptions, redemptions, unitholders.

• FII: monthly net asset value, book value per share, unitholders, dividend yield.

• FIDC: monthly net asset value and average NAV.

• FIAGRO: monthly net asset value, unitholders, returns and fees.

Monthly subscriptions, redemptions and net flow for one FI fund.

Only FIF/FAPI report daily subscriptions and redemptions (Informe Diário). FII, FIDC and FIAGRO do not publish a flow series in the monthly report.

Holdings of any fund, routed to the right dataset.

• FIF/FIAGRO: CDA portfolio (asset, issuer, quantity, market value, cost).

• FII: balance-sheet composition (properties, CRI, FII quotas, cash...).

• FIDC: credit portfolio by segment (industrial, real estate, payroll...).

The output is long-form: one row per component, with its value in BRL.

Credit-fund dashboard: assets, portfolio, net asset value and delinquency.

inadimplencia_pct is the overdue credit over the total credit portfolio (tables I.2A.2 and I.2 of the FIDC monthly report).

Rank FI funds in one month by net asset value, net flow, return or unitholders.

List every CVM dataset this server understands.

This is the entry point: each dataset has an id, a period granularity and one or more tables. Table ids are what describe_dataset and run_query use; SQL views are named <dataset>__<table>.

Show the tables, cached periods and columns of one dataset.

Columns come from the local cache; if a table was never queried, columns is empty — call the corresponding data tool once to populate it. With detail=True, column_details explains units and pitfalls (e.g. VL_CONTA vs VL_CONTA_BRL, or FRE percentages).

What is already downloaded and parsed locally, per dataset.

Download and parse a dataset/period into the local cache.

This is the non-destructive counterpart of refresh_cache: it reuses archives that are still fresh and only builds the partitions that are missing. Call it before run_query so the SQL layer has the tables (and periods) it needs, and use describe_dataset(detail=True) for column meanings.

Force a re-download and rebuild of cached partitions.

CVM rewrites the current period in place, so use this when the latest month looks stale.

Run SQL across cached CVM tables (DuckDB engine).

Use it for questions that combine datasets, for aggregates the curated tools do not expose, and to inspect a table before writing a longer query. Only SELECT/WITH is allowed; the result is capped by limit.

Search registered, exempt and restricted public offerings since 1988.

Total offering volume, grouped by year, asset type, issuer, lead or rite.

valor_total is as reported by CVM; amounts from different decades are not inflation-adjusted.

Rank lead underwriters by total offering volume (the ECM/DCM league table).