## 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)

### Parameters

- `--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).

### Returns

- `V1InstrumentDataGetInstrumentBalanceSheetStatementsResponse: BaseResponse`

  - `data: array of InstrumentBalanceSheetStatement`

    - `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

### Example

```cli
clear-street v1:instrument-data get-instrument-balance-sheet-statements \
  --api-key 'My API Key' \
  --instrument-id 182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e
```

#### Response

```json
{
  "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
  }
}
```