## 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)

### Parameters

- `instrument_id: InstrumentIDOrSymbol`

  OEMS instrument UUID

- `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.

- `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.

- `to_date: Optional[str]`

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

### Returns

- `class InstrumentDataGetInstrumentBalanceSheetStatementsResponse: …`

  - `data: InstrumentBalanceSheetStatementList`

    - `accepted_date: datetime`

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

    - `filing_date: date`

      The date the financial statement was filed

    - `period: str`

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

    - `period_type: FiscalPeriodType`

      The type of fiscal period

      - `"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

    - `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

### Example

```python
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)
```

#### 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
  }
}
```