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API Reference
V1
Instrument Data

Get Instrument Balance Sheet Statements

$ clear-street v1:instrument-data get-instrument-balance-sheet-statements
GET/v1/instruments/{instrument_id}/balance-sheets

Get balance sheet statements for an instrument.

Retrieves quarterly balance sheet statements for a specific instrument, sorted by fiscal period (most recent first).

Date range defaults:

  • from_date: None (no lower bound)
  • to_date: None (no upper bound)
ParametersExpand Collapse
--instrument-id: string

OEMS instrument UUID

--from-date: optional string

The start date for the query range, inclusive (YYYY-MM-DD).

--page-size: optional number

The number of items to return per page. Only used when page_token is not provided.

--page-token: optional string

Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored.

--to-date: optional string

The end date for the query range, inclusive (YYYY-MM-DD).

ReturnsExpand Collapse
V1InstrumentDataGetInstrumentBalanceSheetStatementsResponse: BaseResponse { metadata, error }
data: array of InstrumentBalanceSheetStatement { accepted_date, filing_date, period, 55 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

filing_date: string

The date the financial statement was filed

period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: "QUARTERLY" or "ANNUAL" or "TTM" or "BIANNUAL"

The type of fiscal period

"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

account_payables: optional string

Account payables

accounts_receivables: optional string

Accounts receivables

accrued_expenses: optional string

Accrued expenses

accumulated_other_comprehensive_income_loss: optional string

Accumulated other comprehensive income/loss

additional_paid_in_capital: optional string

Additional paid-in capital

capital_lease_obligations: optional string

Capital lease obligations (total)

capital_lease_obligations_current: optional string

Capital lease obligations (current portion)

cash_and_cash_equivalents: optional string

Cash and cash equivalents

cash_and_short_term_investments: optional string

Cash and short-term investments combined

common_stock: optional string

Common stock

deferred_revenue: optional string

Deferred revenue

deferred_revenue_non_current: optional string

Deferred revenue (non-current)

deferred_tax_liabilities_non_current: optional string

Deferred tax liabilities (non-current)

goodwill: optional string

Goodwill

goodwill_and_intangible_assets: optional string

Goodwill and intangible assets combined

intangible_assets: optional string

Intangible assets

inventory: optional string

Inventory

long_term_debt: optional string

Long-term debt

long_term_investments: optional string

Long-term investments

minority_interest: optional string

Minority interest

net_debt: optional string

Net debt (total debt minus cash)

net_receivables: optional string

Net receivables

other_assets: optional string

Other assets

other_current_assets: optional string

Other current assets

other_current_liabilities: optional string

Other current liabilities

other_liabilities: optional string

Other liabilities

other_non_current_assets: optional string

Other non-current assets

other_non_current_liabilities: optional string

Other non-current liabilities

other_payables: optional string

Other payables

other_receivables: optional string

Other receivables

other_total_stockholders_equity: optional string

Other total stockholders equity

preferred_stock: optional string

Preferred stock

prepaids: optional string

Prepaids

property_plant_and_equipment_net: optional string

Property, plant and equipment net of depreciation

retained_earnings: optional string

Retained earnings

short_term_debt: optional string

Short-term debt

short_term_investments: optional string

Short-term investments

tax_assets: optional string

Tax assets

tax_payables: optional string

Tax payables

total_assets: optional string

Total assets

total_current_assets: optional string

Total current assets

total_current_liabilities: optional string

Total current liabilities

total_debt: optional string

Total debt

total_equity: optional string

Total equity

total_investments: optional string

Total investments

total_liabilities: optional string

Total liabilities

total_liabilities_and_total_equity: optional string

Total liabilities and total equity

total_non_current_assets: optional string

Total non-current assets

total_non_current_liabilities: optional string

Total non-current liabilities

total_payables: optional string

Total payables

total_stockholders_equity: optional string

Total stockholders equity

treasury_stock: optional string

Treasury stock

Get Instrument Balance Sheet Statements

clear-street v1:instrument-data get-instrument-balance-sheet-statements \
  --api-key 'My API Key' \
  --instrument-id 182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e
{
  "data": [
    {
      "accepted_date": "2025-05-02T14:30:00Z",
      "cash_and_cash_equivalents": "29943000000",
      "filing_date": "2025-05-01",
      "net_debt": "76323000000",
      "period": "Q1",
      "period_type": "QUARTERLY",
      "reported_currency": "USD",
      "total_assets": "352583000000",
      "total_debt": "106266000000",
      "total_liabilities": "308258000000",
      "total_stockholders_equity": "56727000000",
      "year": 2025
    }
  ],
  "error": null,
  "metadata": {
    "next_page_token": "AAAAAAAAAGQAAAAAAAAAZQ==",
    "page_number": 1,
    "request_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "total_items": 20,
    "total_pages": 2
  }
}
{
  "error": {
    "code": 404,
    "message": "Instrument not found: AAP"
  },
  "metadata": {
    "request_id": "fa8cc9b2-fbf0-4f5b-8ce3-b3205b9f85f2"
  }
}
Returns Examples
{
  "data": [
    {
      "accepted_date": "2025-05-02T14:30:00Z",
      "cash_and_cash_equivalents": "29943000000",
      "filing_date": "2025-05-01",
      "net_debt": "76323000000",
      "period": "Q1",
      "period_type": "QUARTERLY",
      "reported_currency": "USD",
      "total_assets": "352583000000",
      "total_debt": "106266000000",
      "total_liabilities": "308258000000",
      "total_stockholders_equity": "56727000000",
      "year": 2025
    }
  ],
  "error": null,
  "metadata": {
    "next_page_token": "AAAAAAAAAGQAAAAAAAAAZQ==",
    "page_number": 1,
    "request_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "total_items": 20,
    "total_pages": 2
  }
}
{
  "error": {
    "code": 404,
    "message": "Instrument not found: AAP"
  },
  "metadata": {
    "request_id": "fa8cc9b2-fbf0-4f5b-8ce3-b3205b9f85f2"
  }
}