Get Instrument Income Statements

GET/v1/instruments/{instrument_id}/income-statements

Retrieves quarterly income 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)

Path ParametersExpand Collapse

instrument_id: InstrumentIDOrSymbol

OEMS instrument UUID

formatuuid

Query ParametersExpand Collapse

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.

formatint64

maximum1000

minimum1

page_token: optional string

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

formatbyte

to_date: optional string

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

ReturnsExpand Collapse

data: InstrumentIncomeStatementList { accepted_date, filing_date, period, 34 more }

accepted_date: string

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

formatdate-time

filing_date: string

The date the financial statement was filed

formatdate

period: string

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: string

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

year: number

The fiscal year of the statement

formatint32

bottom_line_net_income: optional string

Bottom line net income after all adjustments

cost_and_expenses: optional string

Total costs and expenses

cost_of_revenue: optional string

Direct costs attributable to producing goods sold

depreciation_and_amortization: optional string

Depreciation and amortization expenses

ebit: optional string

Earnings before interest and taxes

ebitda: optional string

Earnings before interest, taxes, depreciation, and amortization

eps: optional string

Basic earnings per share

eps_diluted: optional string

Diluted earnings per share

general_and_administrative_expenses: optional string

General administrative overhead expenses

gross_profit: optional string

Revenue minus cost of revenue

income_before_tax: optional string

Income before income tax expense

income_tax_expense: optional string

Income tax expense for the period

interest_expense: optional string

Interest paid on debt

interest_income: optional string

Interest earned on investments and cash

net_income: optional string

Total net income for the period

net_income_deductions: optional string

Deductions from net income

net_income_from_continuing_operations: optional string

Net income from continuing operations

net_income_from_discontinued_operations: optional string

Net income from discontinued operations

net_interest_income: optional string

Net interest income (interest income minus interest expense)

non_operating_income_excluding_interest: optional string

Non-operating income excluding interest

operating_expenses: optional string

Total operating expenses

operating_income: optional string

Income from core business operations

other_adjustments_to_net_income: optional string

Other adjustments to net income

other_expenses: optional string

Other miscellaneous expenses

research_and_development_expenses: optional string

Expenditure on research and development activities

revenue: optional string

Total revenue from sales of goods and services

selling_and_marketing_expenses: optional string

Expenditure on marketing and sales activities

selling_general_and_administrative_expenses: optional string

Combined selling, general, and administrative expenses

total_other_income_expenses_net: optional string

Net of other income and expenses

weighted_average_shs_out: optional string

Weighted average shares outstanding (basic)

weighted_average_shs_out_dil: optional string

Weighted average shares outstanding (diluted)

Get Instrument Income Statements

curl https://api.clearstreet.com/v1/instruments/$INSTRUMENT_ID/income-statements \
    -H "Authorization: Bearer $API_KEY"

{
  "data": [
    {
      "accepted_date": "2025-05-02T14:30:00Z",
      "cost_of_revenue": "52080000000",
      "eps": "1.40",
      "eps_diluted": "1.38",
      "filing_date": "2025-05-01",
      "gross_profit": "42850000000",
      "net_income": "22200000000",
      "operating_income": "26550000000",
      "period": "Q1",
      "period_type": "QUARTERLY",
      "reported_currency": "USD",
      "revenue": "94930000000",
      "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",
      "cost_of_revenue": "52080000000",
      "eps": "1.40",
      "eps_diluted": "1.38",
      "filing_date": "2025-05-01",
      "gross_profit": "42850000000",
      "net_income": "22200000000",
      "operating_income": "26550000000",
      "period": "Q1",
      "period_type": "QUARTERLY",
      "reported_currency": "USD",
      "revenue": "94930000000",
      "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"
  }
}