Skip to content
Clear Street Clear Street
Get started
API Reference
V1
Instrument Data

Get Instrument Balance Sheet Statements

InstrumentDataGetInstrumentBalanceSheetStatementsResponse v1().instrumentData().getInstrumentBalanceSheetStatements(InstrumentDataGetInstrumentBalanceSheetStatementsParamsparams = InstrumentDataGetInstrumentBalanceSheetStatementsParams.none(), RequestOptionsrequestOptions = RequestOptions.none())
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
InstrumentDataGetInstrumentBalanceSheetStatementsParams params
Optional<String> instrumentId

OEMS instrument UUID

formatuuid
Optional<String> fromDate

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

Optional<Long> pageSize

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

formatint64
maximum1000
minimum1
Optional<String> pageToken

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

formatbyte
Optional<String> toDate

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

ReturnsExpand Collapse
class InstrumentDataGetInstrumentBalanceSheetStatementsResponse:
LocalDateTime acceptedDate

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

formatdate-time
LocalDate filingDate

The date the financial statement was filed

formatdate
String period

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

FiscalPeriodType periodType

The type of fiscal period

One of the following:
QUARTERLY("QUARTERLY")
ANNUAL("ANNUAL")
TTM("TTM")
BIANNUAL("BIANNUAL")
String reportedCurrency

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

long year

The fiscal year of the statement

formatint32
Optional<String> accountPayables

Account payables

Optional<String> accountsReceivables

Accounts receivables

Optional<String> accruedExpenses

Accrued expenses

Optional<String> accumulatedOtherComprehensiveIncomeLoss

Accumulated other comprehensive income/loss

Optional<String> additionalPaidInCapital

Additional paid-in capital

Optional<String> capitalLeaseObligations

Capital lease obligations (total)

Optional<String> capitalLeaseObligationsCurrent

Capital lease obligations (current portion)

Optional<String> cashAndCashEquivalents

Cash and cash equivalents

Optional<String> cashAndShortTermInvestments

Cash and short-term investments combined

Optional<String> commonStock

Common stock

Optional<String> deferredRevenue

Deferred revenue

Optional<String> deferredRevenueNonCurrent

Deferred revenue (non-current)

Optional<String> deferredTaxLiabilitiesNonCurrent

Deferred tax liabilities (non-current)

Optional<String> goodwill

Goodwill

Optional<String> goodwillAndIntangibleAssets

Goodwill and intangible assets combined

Optional<String> intangibleAssets

Intangible assets

Optional<String> inventory

Inventory

Optional<String> longTermDebt

Long-term debt

Optional<String> longTermInvestments

Long-term investments

Optional<String> minorityInterest

Minority interest

Optional<String> netDebt

Net debt (total debt minus cash)

Optional<String> netReceivables

Net receivables

Optional<String> otherAssets

Other assets

Optional<String> otherCurrentAssets

Other current assets

Optional<String> otherCurrentLiabilities

Other current liabilities

Optional<String> otherLiabilities

Other liabilities

Optional<String> otherNonCurrentAssets

Other non-current assets

Optional<String> otherNonCurrentLiabilities

Other non-current liabilities

Optional<String> otherPayables

Other payables

Optional<String> otherReceivables

Other receivables

Optional<String> otherTotalStockholdersEquity

Other total stockholders equity

Optional<String> preferredStock

Preferred stock

Optional<String> prepaids

Prepaids

Optional<String> propertyPlantAndEquipmentNet

Property, plant and equipment net of depreciation

Optional<String> retainedEarnings

Retained earnings

Optional<String> shortTermDebt

Short-term debt

Optional<String> shortTermInvestments

Short-term investments

Optional<String> taxAssets

Tax assets

Optional<String> taxPayables

Tax payables

Optional<String> totalAssets

Total assets

Optional<String> totalCurrentAssets

Total current assets

Optional<String> totalCurrentLiabilities

Total current liabilities

Optional<String> totalDebt

Total debt

Optional<String> totalEquity

Total equity

Optional<String> totalInvestments

Total investments

Optional<String> totalLiabilities

Total liabilities

Optional<String> totalLiabilitiesAndTotalEquity

Total liabilities and total equity

Optional<String> totalNonCurrentAssets

Total non-current assets

Optional<String> totalNonCurrentLiabilities

Total non-current liabilities

Optional<String> totalPayables

Total payables

Optional<String> totalStockholdersEquity

Total stockholders equity

Optional<String> treasuryStock

Treasury stock

Get Instrument Balance Sheet Statements

package com.clear_street.api.example;

import com.clear_street.api.client.ClearStreetClient;
import com.clear_street.api.client.okhttp.ClearStreetOkHttpClient;
import com.clear_street.api.models.v1.instrumentdata.InstrumentDataGetInstrumentBalanceSheetStatementsParams;
import com.clear_street.api.models.v1.instrumentdata.InstrumentDataGetInstrumentBalanceSheetStatementsResponse;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        ClearStreetClient client = ClearStreetOkHttpClient.builder()
            .fromEnv()
            .apiKey("My API Key")
            .build();

        InstrumentDataGetInstrumentBalanceSheetStatementsResponse response = client.v1().instrumentData().getInstrumentBalanceSheetStatements("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"
  }
}