API Reference

V1

Instrument Data

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Get Instrument Balance Sheet Statements

v1.instrument_data.get_instrument_balance_sheet_statements(InstrumentIDOrSymbolinstrument_id, InstrumentDataGetInstrumentBalanceSheetStatementsParams**kwargs) -> InstrumentDataGetInstrumentBalanceSheetStatementsResponse

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: InstrumentIDOrSymbol

OEMS instrument UUID

formatuuid

from_date: Optional[str]

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

page_size: Optional[int]

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

formatint64

maximum1000

minimum1

page_token: Optional[Union[str, Base64FileInput]]

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

formatbyte

to_date: Optional[str]

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

ReturnsExpand Collapse

class InstrumentDataGetInstrumentBalanceSheetStatementsResponse: …

data: InstrumentBalanceSheetStatementList

accepted_date: datetime

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

formatdate-time

filing_date: date

The date the financial statement was filed

formatdate

period: str

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

period_type: FiscalPeriodType

The type of fiscal period

One of the following:

"QUARTERLY"

"ANNUAL"

"TTM"

"BIANNUAL"

reported_currency: str

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

year: int

The fiscal year of the statement

formatint32

account_payables: Optional[str]

Account payables

accounts_receivables: Optional[str]

Accounts receivables

accrued_expenses: Optional[str]

Accrued expenses

accumulated_other_comprehensive_income_loss: Optional[str]

Accumulated other comprehensive income/loss

additional_paid_in_capital: Optional[str]

Additional paid-in capital

capital_lease_obligations: Optional[str]

Capital lease obligations (total)

capital_lease_obligations_current: Optional[str]

Capital lease obligations (current portion)

cash_and_cash_equivalents: Optional[str]

Cash and cash equivalents

cash_and_short_term_investments: Optional[str]

Cash and short-term investments combined

common_stock: Optional[str]

Common stock

deferred_revenue: Optional[str]

Deferred revenue

deferred_revenue_non_current: Optional[str]

Deferred revenue (non-current)

deferred_tax_liabilities_non_current: Optional[str]

Deferred tax liabilities (non-current)

goodwill: Optional[str]

Goodwill

goodwill_and_intangible_assets: Optional[str]

Goodwill and intangible assets combined

intangible_assets: Optional[str]

Intangible assets

inventory: Optional[str]

Inventory

long_term_debt: Optional[str]

Long-term debt

long_term_investments: Optional[str]

Long-term investments

minority_interest: Optional[str]

Minority interest

net_debt: Optional[str]

Net debt (total debt minus cash)

net_receivables: Optional[str]

Net receivables

other_assets: Optional[str]

Other assets

other_current_assets: Optional[str]

Other current assets

other_current_liabilities: Optional[str]

Other current liabilities

other_liabilities: Optional[str]

Other liabilities

other_non_current_assets: Optional[str]

Other non-current assets

other_non_current_liabilities: Optional[str]

Other non-current liabilities

other_payables: Optional[str]

Other payables

other_receivables: Optional[str]

Other receivables

other_total_stockholders_equity: Optional[str]

Other total stockholders equity

preferred_stock: Optional[str]

Preferred stock

prepaids: Optional[str]

Prepaids

property_plant_and_equipment_net: Optional[str]

Property, plant and equipment net of depreciation

retained_earnings: Optional[str]

Retained earnings

short_term_debt: Optional[str]

Short-term debt

short_term_investments: Optional[str]

Short-term investments

tax_assets: Optional[str]

Tax assets

tax_payables: Optional[str]

Tax payables

total_assets: Optional[str]

Total assets

total_current_assets: Optional[str]

Total current assets

total_current_liabilities: Optional[str]

Total current liabilities

total_debt: Optional[str]

Total debt

total_equity: Optional[str]

Total equity

total_investments: Optional[str]

Total investments

total_liabilities: Optional[str]

Total liabilities

total_liabilities_and_total_equity: Optional[str]

Total liabilities and total equity

total_non_current_assets: Optional[str]

Total non-current assets

total_non_current_liabilities: Optional[str]

Total non-current liabilities

total_payables: Optional[str]

Total payables

total_stockholders_equity: Optional[str]

Total stockholders equity

treasury_stock: Optional[str]

Treasury stock

Get Instrument Balance Sheet Statements

Python

HTTP

TypeScript

Python

Java

Go

CLI Tool

from clear_street import ClearStreet

client = ClearStreet(
    api_key="My API Key",
)
response = client.v1.instrument_data.get_instrument_balance_sheet_statements(
    instrument_id="182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
)
print(response)

200 example

404 example

{
  "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

200 example

404 example

{
  "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"
  }
}