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Financials

Balance sheet

Returns normalized balance sheet data — total assets, current assets, total liabilities, stockholders' equity, cash, debt, and more. Facts are mapped from raw XBRL to a curated set of standardized line items.

Monetary values default to US dollars. Pass the currency parameter to receive any supported ISO 4217 currency instead: line items not already in that currency are converted on the fly at the period-end spot rate, and the per-period fx block records the exact rate(s) applied so each conversion is reproducible. Values already in the requested currency are passed through untouched.

Use period=ttm to get the latest quarterly balance sheet snapshot.

get/api/financials/balance-sheet

Query parameters

symbolstring

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

currencystring

Currency to return all monetary values in (default USD).

Pass any ISO 4217 code from the table below, or original to disable conversion and receive every figure in its own as-reported currency. With a target currency, any line item not already in it is converted on the fly at the period-appropriate rate (spot for balance-sheet instants, period-average for income/cash-flow flows); values already in the target pass through untouched (no round-trip), and the per-period fx block records the rate(s) applied. A currency that cannot be priced for a given period leaves those facts native and flags them under fx.unconverted.

Accepted values

Code	Currency
original	Return every value in its original as-reported currency (no conversion)
USD	US Dollar — default
AED	United Arab Emirates Dirham
AFN	Afghan Afghani
ALL	Albanian Lek
AMD	Armenian Dram
ANG	Netherlands Antillean Guilder
AOA	Angolan Kwanza
ARS	Argentine Peso
AUD	Australian Dollar
AWG	Aruban Florin
AZN	Azerbaijani Manat
BAM	Bosnia-Herzegovina Convertible Mark
BBD	Barbadian Dollar
BDT	Bangladeshi Taka
BGN	Bulgarian Lev
BHD	Bahraini Dinar
BIF	Burundian Franc
BMD	Bermudan Dollar
BND	Brunei Dollar
BOB	Bolivian Boliviano
BRL	Brazilian Real
BSD	Bahamian Dollar
BTN	Bhutanese Ngultrum
BWP	Botswanan Pula
BYN	Belarusian Ruble
BZD	Belize Dollar
CAD	Canadian Dollar
CDF	Congolese Franc
CHF	Swiss Franc
CLP	Chilean Peso
CNY	Chinese Yuan
COP	Colombian Peso
CRC	Costa Rican Colón
CUP	Cuban Peso
CVE	Cape Verdean Escudo
CZK	Czech Koruna
DJF	Djiboutian Franc
DKK	Danish Krone
DOP	Dominican Peso
DZD	Algerian Dinar
EGP	Egyptian Pound
ERN	Eritrean Nakfa
ETB	Ethiopian Birr
EUR	Euro
FJD	Fijian Dollar
FKP	Falkland Islands Pound
GBP	British Pound
GEL	Georgian Lari
GHS	Ghanaian Cedi
GIP	Gibraltar Pound
GMD	Gambian Dalasi
GNF	Guinean Franc
GTQ	Guatemalan Quetzal
GYD	Guyanaese Dollar
HKD	Hong Kong Dollar
HNL	Honduran Lempira
HTG	Haitian Gourde
HUF	Hungarian Forint
IDR	Indonesian Rupiah
ILS	Israeli New Shekel
INR	Indian Rupee
IQD	Iraqi Dinar
IRR	Iranian Rial
ISK	Icelandic Króna
JMD	Jamaican Dollar
JOD	Jordanian Dinar
JPY	Japanese Yen
KES	Kenyan Shilling
KGS	Kyrgyz Som
KHR	Cambodian Riel
KMF	Comorian Franc
KPW	North Korean Won
KRW	South Korean Won
KWD	Kuwaiti Dinar
KYD	Cayman Islands Dollar
KZT	Kazakhstani Tenge
LAK	Laotian Kip
LBP	Lebanese Pound
LKR	Sri Lankan Rupee
LRD	Liberian Dollar
LSL	Lesotho Loti
LYD	Libyan Dinar
MAD	Moroccan Dirham
MDL	Moldovan Leu
MGA	Malagasy Ariary
MKD	Macedonian Denar
MMK	Myanmar Kyat
MNT	Mongolian Tugrik
MOP	Macanese Pataca
MRU	Mauritanian Ouguiya
MUR	Mauritian Rupee
MVR	Maldivian Rufiyaa
MWK	Malawian Kwacha
MXN	Mexican Peso
MYR	Malaysian Ringgit
MZN	Mozambican Metical
NAD	Namibian Dollar
NGN	Nigerian Naira
NIO	Nicaraguan Córdoba
NOK	Norwegian Krone
NPR	Nepalese Rupee
NZD	New Zealand Dollar
OMR	Omani Rial
PAB	Panamanian Balboa
PEN	Peruvian Sol
PGK	Papua New Guinean Kina
PHP	Philippine Peso
PKR	Pakistani Rupee
PLN	Polish Zloty
PYG	Paraguayan Guarani
QAR	Qatari Riyal
RON	Romanian Leu
RSD	Serbian Dinar
RUB	Russian Ruble
RWF	Rwandan Franc
SAR	Saudi Riyal
SBD	Solomon Islands Dollar
SCR	Seychellois Rupee
SDG	Sudanese Pound
SEK	Swedish Krona
SGD	Singapore Dollar
SHP	St. Helena Pound
SLE	Sierra Leonean Leone
SOS	Somali Shilling
SRD	Surinamese Dollar
SSP	South Sudanese Pound
STN	São Tomé & Príncipe Dobra
SVC	Salvadoran Colón
SYP	Syrian Pound
SZL	Swazi Lilangeni
THB	Thai Baht
TJS	Tajikistani Somoni
TMT	Turkmenistani Manat
TND	Tunisian Dinar
TOP	Tongan Paʻanga
TRY	Turkish Lira
TTD	Trinidad & Tobago Dollar
TWD	New Taiwan Dollar
TZS	Tanzanian Shilling
UAH	Ukrainian Hryvnia
UGX	Ugandan Shilling
UYU	Uruguayan Peso
UZS	Uzbekistani Som
VES	Venezuelan Bolívar
VND	Vietnamese Dong
VUV	Vanuatu Vatu
WST	Samoan Tala
XAF	Central African CFA Franc
XCD	East Caribbean Dollar
XDR	Special Drawing Rights
XOF	West African CFA Franc
XPF	CFP Franc
YER	Yemeni Rial
ZAR	South African Rand
ZMW	Zambian Kwacha
ZWG	Zimbabwean Gold

period'annual' | 'quarter' | 'ttm'

Reporting period: annual, quarter, or ttm (trailing twelve months). TTM sums the last 4 quarters for flow items and uses the latest quarter for point-in-time items.

The reporting period: annual, quarter, or ttm. For the balance sheet, TTM returns the most recent quarter's point-in-time values.

limitinteger

Maximum number of periods to return (may be clamped by subscription tier). Ignored when period=ttm.

splitAdjustboolean

On by default: share-count fields are normalized onto the current split-adjusted basis so the series stays continuous across stock splits. Periods still reported on a pre-split basis are scaled by the cumulative split factor; periods the latest filing already restated are left untouched, so there is no double-adjustment. Only share-count fields are affected (shares outstanding, issued, treasury, preferred); absolute dollar amounts never change. Adjusted periods carry a splitFactor. Pass false to get the raw values exactly as originally filed. Either way, the sources/dateFiled audit trail is left as-filed.

Response

Balance sheet data organized by period

periodstring

The fiscal period end date

fiscalYearinteger

The company's fiscal year (handles non-December year-ends — AAPL FY ends Sep, COST FY ends Aug).

fiscalPeriod'FY' | 'Q1' | 'Q2' | 'Q3' | 'Q4' | 'TTM'

Fiscal period of a reported value: FY (annual), Q1-Q4 (quarterly), or TTM (trailing twelve months).

splitFactornumber

Only present when splitAdjust=true and this period was adjusted. The cumulative forward split factor applied to share counts for this period. Absent means the period was already on the current split-adjusted basis.

sourcesFactSources

Map of SEC accession number to the filing's metadata and the list of curated fact names that filing supplied to this period. Combines provenance (which filing supplied each value) with the audit trail of restatements. Facts synthesized from other facts in the same period (e.g. grossProfit = revenue - costOfRevenue) are absent from this map and instead listed under derived. Q4 values reconstructed from cumulative period facts use a self-documenting synthetic key — Q4-Recon-FY-9M, Q4-Recon-FY-H1-Q3, or Q4-Recon-FY-Q1-Q2-Q3 — with type: "Q4-Recon" and no dateFiled (the matching 10-K's dateFiled is on the period entry's top-level dateFiled field). Pruning rules: non-amendment filings that supplied no surviving fact value are dropped (their existence is already conveyed by the period's top-level dateFiled). Amendment filings (/A) are always included even when their facts were all superseded by a later amendment — their facts may be empty, but their existence is itself the audit signal needed to reconstruct point-in-time data between filing dates. Combine sources[accession].facts (which values came from this filing) with sources[accession].dateFiled (when each became public) to reconstruct point-in-time data and detect restatements.

derivedstring[]

Names of facts whose values were calculated rather than taken directly from the source filing — for example, grossProfit synthesized from revenue minus costOfRevenue when the company did not tag gross profit explicitly, or every fact in a period=ttm response (summed across 4 quarters, or carried from the latest quarter for instant items).

dateFiledstring date

SEC filing acceptance date for the original 10-K (annual / Q4 quarterly entries) or 10-Q (Q1-Q3 quarterly entries) covering this period. Format: YYYY-MM-DD. Use this to gate point-in-time data access and avoid lookahead bias when joining with historical price data — backtesters should only treat the period's facts as "knowable" on or after this date. Amendments (10-K/A, 10-Q/A) are explicitly not used here; this field always reflects the original disclosure date. Not present when period=ttm — TTM is synthesized from 4 quarters and has no single filing date.

Example response

[
  {
    "period": "2023-09-30",
    "fiscalYear": 2025,
    "fiscalPeriod": "FY",
    "fx": {
      "targetCurrency": "USD",
      "originalCurrencies": [
        "USD",
        "EUR",
        "VEF"
      ],
      "rates": [
        {
          "from": "EUR",
          "method": "average",
          "rate": 1.0824,
          "start": "2024-01-01",
          "end": "2024-12-31"
        },
        {
          "from": "EUR",
          "method": "spot",
          "rate": 1.0389,
          "effectiveDate": "2024-12-31"
        }
      ],
      "unconverted": {
        "VEF": [
          "otherIncomeExpense"
        ]
      }
    },
    "splitFactor": 4,
    "sources": {
      "0000320193-22-000108": {
        "type": "10-K",
        "dateFiled": "2022-10-28",
        "amendment": false,
        "facts": {
          "revenue": {},
          "costOfRevenue": {},
          "netIncome": {},
          "eps": {}
        }
      },
      "0000320193-23-000063": {
        "type": "10-K",
        "dateFiled": "2023-02-15",
        "amendment": true,
        "facts": {
          "interestExpense": {
            "before": 2931000000
          }
        }
      }
    },
    "derived": [
      "grossProfit",
      "ebit",
      "ebitda",
      "totalDebt",
      "workingCapital",
      "freeCashFlow"
    ],
    "dateFiled": "2024-11-01"
  }
]