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API Reference
V1
Instrument Data

Get Instrument Balance Sheet Statements

client.V1.InstrumentData.GetInstrumentBalanceSheetStatements(ctx, instrumentID, query) (*V1InstrumentDataGetInstrumentBalanceSheetStatementsResponse, error)
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

OEMS instrument UUID

formatuuid
query V1InstrumentDataGetInstrumentBalanceSheetStatementsParams
FromDate param.Field[string]Optional

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

PageSize param.Field[int64]Optional

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

formatint64
maximum1000
minimum1
PageToken param.Field[string]Optional

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

formatbyte
ToDate param.Field[string]Optional

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

ReturnsExpand Collapse
type V1InstrumentDataGetInstrumentBalanceSheetStatementsResponse struct{…}
AcceptedDate Time

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

formatdate-time
FilingDate Time

The date the financial statement was filed

formatdate
Period string

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

PeriodType FiscalPeriodType

The type of fiscal period

One of the following:
const FiscalPeriodTypeQuarterly FiscalPeriodType = "QUARTERLY"
const FiscalPeriodTypeAnnual FiscalPeriodType = "ANNUAL"
const FiscalPeriodTypeTtm FiscalPeriodType = "TTM"
const FiscalPeriodTypeBiannual FiscalPeriodType = "BIANNUAL"
ReportedCurrency string

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

Year int64

The fiscal year of the statement

formatint32
AccountPayables stringOptional

Account payables

AccountsReceivables stringOptional

Accounts receivables

AccruedExpenses stringOptional

Accrued expenses

AccumulatedOtherComprehensiveIncomeLoss stringOptional

Accumulated other comprehensive income/loss

AdditionalPaidInCapital stringOptional

Additional paid-in capital

CapitalLeaseObligations stringOptional

Capital lease obligations (total)

CapitalLeaseObligationsCurrent stringOptional

Capital lease obligations (current portion)

CashAndCashEquivalents stringOptional

Cash and cash equivalents

CashAndShortTermInvestments stringOptional

Cash and short-term investments combined

CommonStock stringOptional

Common stock

DeferredRevenue stringOptional

Deferred revenue

DeferredRevenueNonCurrent stringOptional

Deferred revenue (non-current)

DeferredTaxLiabilitiesNonCurrent stringOptional

Deferred tax liabilities (non-current)

Goodwill stringOptional

Goodwill

GoodwillAndIntangibleAssets stringOptional

Goodwill and intangible assets combined

IntangibleAssets stringOptional

Intangible assets

Inventory stringOptional

Inventory

LongTermDebt stringOptional

Long-term debt

LongTermInvestments stringOptional

Long-term investments

MinorityInterest stringOptional

Minority interest

NetDebt stringOptional

Net debt (total debt minus cash)

NetReceivables stringOptional

Net receivables

OtherAssets stringOptional

Other assets

OtherCurrentAssets stringOptional

Other current assets

OtherCurrentLiabilities stringOptional

Other current liabilities

OtherLiabilities stringOptional

Other liabilities

OtherNonCurrentAssets stringOptional

Other non-current assets

OtherNonCurrentLiabilities stringOptional

Other non-current liabilities

OtherPayables stringOptional

Other payables

OtherReceivables stringOptional

Other receivables

OtherTotalStockholdersEquity stringOptional

Other total stockholders equity

PreferredStock stringOptional

Preferred stock

Prepaids stringOptional

Prepaids

PropertyPlantAndEquipmentNet stringOptional

Property, plant and equipment net of depreciation

RetainedEarnings stringOptional

Retained earnings

ShortTermDebt stringOptional

Short-term debt

ShortTermInvestments stringOptional

Short-term investments

TaxAssets stringOptional

Tax assets

TaxPayables stringOptional

Tax payables

TotalAssets stringOptional

Total assets

TotalCurrentAssets stringOptional

Total current assets

TotalCurrentLiabilities stringOptional

Total current liabilities

TotalDebt stringOptional

Total debt

TotalEquity stringOptional

Total equity

TotalInvestments stringOptional

Total investments

TotalLiabilities stringOptional

Total liabilities

TotalLiabilitiesAndTotalEquity stringOptional

Total liabilities and total equity

TotalNonCurrentAssets stringOptional

Total non-current assets

TotalNonCurrentLiabilities stringOptional

Total non-current liabilities

TotalPayables stringOptional

Total payables

TotalStockholdersEquity stringOptional

Total stockholders equity

TreasuryStock stringOptional

Treasury stock

Get Instrument Balance Sheet Statements

package main

import (
  "context"
  "fmt"

  "github.com/clear-street/clear-street-go"
  "github.com/clear-street/clear-street-go/option"
)

func main() {
  client := clearstreet.NewClient(
    option.WithAPIKey("My API Key"),
  )
  response, err := client.V1.InstrumentData.GetInstrumentBalanceSheetStatements(
    context.TODO(),
    "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
    clearstreet.V1InstrumentDataGetInstrumentBalanceSheetStatementsParams{

    },
  )
  if err != nil {
    panic(err.Error())
  }
  fmt.Printf("%+v\n", response)
}

{
  "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"
  }
}