---
title: "Get Instrument Balance Sheet Statements"
method: GET
path: "/v1/instruments/{instrument_id}/balance-sheets"
tags: ["Instrument Data"]
---

# Get Instrument Balance Sheet Statements

`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)

## Path parameters

- `instrument_id` union, required — Instrument identifier: either an instrument identifier or a symbol (symbol for equities, OSI for options). Non-UUID inputs are resolved server-side.
  - string, uuid — Instrument identifier
  - string — Symbol (symbol for equities, OSI for options)

## Query parameters

- `page_size` integer
- `page_token` string, byte — Base64URL-encoded pagination token
- `from_date` string
- `to_date` string

## Response `200`

List of quarterly balance sheet statements

- object
  - `error` ApiError — A direct mapping of tonic::Status, for use in HTTP responses.
    - `code` integer, required — The error code is used to identify the nature of the error. It corresponds to an HTTP status code.
    - `details` object[]
    - `message` string, required — A human-readable message providing more details about the error.
  - `metadata` ResponseMetadata, required — Metadata for the response. This will always contain a request ID which can be used to identify the request to Clear Street for tracing, and optionally may include pagination data.
    - `next_page_token` string, byte, nullable — Base64URL-encoded pagination token
    - `page_number` integer, nullable — Pagination. Included if this was a GET (list) response
    - `previous_page_token` string, byte, nullable — Base64URL-encoded pagination token
    - `request_id` string, required — A unique ID for this request, generated upon ingestion of the request.
    - `total_items` integer, nullable — Total number of items available (not just in this page).
    - `total_pages` integer, nullable — Total number of pages available.
  - `data` InstrumentBalanceSheetStatement[], required
    - `accepted_date` string, date-time, required — The date and time when the filing was accepted by the SEC
    - `account_payables` string, nullable — Account payables
    - `accounts_receivables` string, nullable — Accounts receivables
    - `accrued_expenses` string, nullable — Accrued expenses
    - `accumulated_other_comprehensive_income_loss` string, nullable — Accumulated other comprehensive income/loss
    - `additional_paid_in_capital` string, nullable — Additional paid-in capital
    - `capital_lease_obligations` string, nullable — Capital lease obligations (total)
    - `capital_lease_obligations_current` string, nullable — Capital lease obligations (current portion)
    - `cash_and_cash_equivalents` string, nullable — Cash and cash equivalents
    - `cash_and_short_term_investments` string, nullable — Cash and short-term investments combined
    - `common_stock` string, nullable — Common stock
    - `deferred_revenue` string, nullable — Deferred revenue
    - `deferred_revenue_non_current` string, nullable — Deferred revenue (non-current)
    - `deferred_tax_liabilities_non_current` string, nullable — Deferred tax liabilities (non-current)
    - `filing_date` string, date, required — The date the financial statement was filed
    - `goodwill` string, nullable — Goodwill
    - `goodwill_and_intangible_assets` string, nullable — Goodwill and intangible assets combined
    - `intangible_assets` string, nullable — Intangible assets
    - `inventory` string, nullable — Inventory
    - `long_term_debt` string, nullable — Long-term debt
    - `long_term_investments` string, nullable — Long-term investments
    - `minority_interest` string, nullable — Minority interest
    - `net_debt` string, nullable — Net debt (total debt minus cash)
    - `net_receivables` string, nullable — Net receivables
    - `other_assets` string, nullable — Other assets
    - `other_current_assets` string, nullable — Other current assets
    - `other_current_liabilities` string, nullable — Other current liabilities
    - `other_liabilities` string, nullable — Other liabilities
    - `other_non_current_assets` string, nullable — Other non-current assets
    - `other_non_current_liabilities` string, nullable — Other non-current liabilities
    - `other_payables` string, nullable — Other payables
    - `other_receivables` string, nullable — Other receivables
    - `other_total_stockholders_equity` string, nullable — Other total stockholders equity
    - `period` string, required — The fiscal period identifier (e.g., "Q1", "Q2", "Q3", "Q4")
    - `period_type` 'QUARTERLY' | 'ANNUAL' | 'TTM' | 'BIANNUAL', required — Fiscal period type for earnings reports
    - `preferred_stock` string, nullable — Preferred stock
    - `prepaids` string, nullable — Prepaids
    - `property_plant_and_equipment_net` string, nullable — Property, plant and equipment net of depreciation
    - `reported_currency` string, required — The currency in which the statement is reported (ISO 4217)
    - `retained_earnings` string, nullable — Retained earnings
    - `short_term_debt` string, nullable — Short-term debt
    - `short_term_investments` string, nullable — Short-term investments
    - `tax_assets` string, nullable — Tax assets
    - `tax_payables` string, nullable — Tax payables
    - `total_assets` string, nullable — Total assets
    - `total_current_assets` string, nullable — Total current assets
    - `total_current_liabilities` string, nullable — Total current liabilities
    - `total_debt` string, nullable — Total debt
    - `total_equity` string, nullable — Total equity
    - `total_investments` string, nullable — Total investments
    - `total_liabilities` string, nullable — Total liabilities
    - `total_liabilities_and_total_equity` string, nullable — Total liabilities and total equity
    - `total_non_current_assets` string, nullable — Total non-current assets
    - `total_non_current_liabilities` string, nullable — Total non-current liabilities
    - `total_payables` string, nullable — Total payables
    - `total_stockholders_equity` string, nullable — Total stockholders equity
    - `treasury_stock` string, nullable — Treasury stock
    - `year` integer, required — The fiscal year of the statement

## Other responses

- `404` — Instrument not found
- `500` — Internal server error

---

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