---
title: "Balance sheet"
method: GET
path: "/api/financials/balance-sheet"
tags: ["Financials"]
---

# Balance sheet

`GET /api/financials/balance-sheet`

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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.

## Query parameters

- `symbol` string
- `cik` integer
- `cusip` string
- `composite_figi` string
- `share_class_figi` string
- `currency` string
- `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.
- `limit` integer
- `splitAdjust` boolean

## Response `200`

Balance sheet data organized by period

- object[]
  - `period` string — The fiscal period end date
  - `fiscalYear` integer — 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).
  - `fx` FxConversion — Foreign-currency conversion audit for this period. Every monetary value in `facts` is in the requested `currency` (default **US dollars**). This block is absent when the period was already wholly in the target currency (e.g. a US filer with the default USD — nothing to convert). It is present when one or more line items were originally filed in a different currency and converted on the fly, and it records the exact rate(s) applied so the conversion can be reproduced. Rates come from the Frankfurter API (api.frankfurter.dev). Instant balance-sheet items use the spot rate at period end; flow income/cash-flow items use the day-weighted average rate over the period.
    - `targetCurrency` string, required — The currency (ISO 4217) every `facts` value was converted INTO — the value of the request `currency` parameter (default USD). The literal `original` here means no conversion was requested: each fact stays in its as-reported currency (see `unconverted` for the per-fact mapping).
    - `originalCurrencies` string[], required — Every source currency (ISO 4217) that appeared in this period — the union of converted, unconverted, and already-in-target. The target currency itself is listed when some facts were natively in it (e.g. a foreign filer reporting some lines in USD alongside its converted local currency), so a mixed period reflects its true composition rather than appearing wholly converted.
    - `rates` object[], required — One entry per (source currency, method) actually applied. `rate` is the multiplier: `target = original * rate`.
      - `from` string, required — ISO 4217 source currency that was converted.
      - `method` 'spot' | 'average', required — `spot` for instant balance-sheet items (rate at period end); `average` for flow income/cash-flow items (day-weighted mean over the period).
      - `rate` number, required — Multiply the original-currency amount by this to get the `targetCurrency` amount.
      - `effectiveDate` string, date — Spot only: the date (YYYY-MM-DD) the applied rate was published (≤ period end).
      - `start` string, date — Average only: period start (YYYY-MM-DD).
      - `end` string, date — Average only: period end (YYYY-MM-DD).
    - `unconverted` object — Facts that could NOT be converted (no published rate within tolerance, or an unsupported code/date), grouped by the currency they remain in: each key is a source ISO 4217 code, each value lists the curated fact names in `facts` still in that currency (NOT `targetCurrency`). Absent when everything converted. Use it to know exactly which figures to treat as native currency.
  - `facts` object — Normalized balance sheet line items, keyed by curated fact name with numeric values, in the requested `currency` (default USD). See `fx` for any conversion applied, and `fx.unconverted` for any figures that could not be converted (kept in their native currency).
    - `assets` number — Total Assets — Total Assets — everything the company owns that has economic value. Equals the sum of current assets and non-current assets.
    - `currentAssets` number — Current Assets — Assets expected to be converted to cash or used within one year.
    - `cash` number — Cash and Cash Equivalents — Cash on hand and short-term, highly liquid investments.
    - `netReceivables` number — Net Receivables — Amounts owed by customers minus allowances for uncollectible accounts.
    - `accountsReceivable` number — Accounts Receivable — Money owed by customers for goods or services delivered on credit.
    - `inventory` number — Inventory — Goods available for sale or raw materials used in production.
    - `finishedGoods` number — Finished Goods Inventory — Completed products ready for sale within total inventory.
    - `otherCurrentAssets` number — Other Current Assets — Short-term assets not classified elsewhere, such as prepaid expenses.
    - `accumulatedDepreciation` number — Accumulated Depreciation — Total depreciation charged against assets since acquisition. Reduces gross asset value.
    - `goodwill` number — Goodwill — Premium paid above fair value in acquisitions, representing intangible value like brand and customer relationships.
    - `otherIntangibleAssets` number — Other Intangible Assets — Non-physical assets such as patents, trademarks, and customer lists.
    - `otherNonCurrentAssets` number — Other Non-Current Assets — Long-term assets not classified elsewhere.
    - `nonCurrentAssets` number — Non-Current Assets — Assets not expected to be converted to cash within one year. Equals total assets minus current assets. Most filers don't tag this directly (the classified-BS identity makes it redundant); when not filed, derived as `assets - currentAssets`.
    - `liabilities` number — Total Liabilities — Everything the company owes to outside parties.
    - `currentLiabilities` number — Current Liabilities — Obligations due within one year.
    - `accountsPayable` number — Accounts Payable — Amounts owed to suppliers for goods or services received on credit.
    - `payablesToBrokerDealers` number — Payables to Broker-Dealers & Clearing Orgs — Broker-dealer obligations to other broker-dealers and clearing organizations. Reported by broker-dealer filers in lieu of traditional trade accounts payable.
    - `payablesToCustomers` number — Payables to Customers — Broker-dealer obligations to brokerage customers, primarily free credit balances in customer accounts. Reported by broker-dealer filers in lieu of traditional trade accounts payable.
    - `taxesPayable` number — Taxes Payable, Current — Income and other taxes currently due to government authorities.
    - `totalPayable` number — Total Payable — Combined accounts payable and other payable amounts.
    - `otherCurrentAccruedLiabilities` number — Other Current Accrued Liabilities — Short-term obligations recognized but not yet paid, such as wages or utilities.
    - `currentCapitalLeaseObligations` number — Current Capital Lease Obligations — Lease payments due within one year.
    - `currentDeferredLiabilities` number — Current Deferred Liabilities — Revenue received but not yet earned, or other deferred obligations due within a year.
    - `otherCurrentLiabilities` number — Other Current Liabilities or Licensed Asset Obligations — Short-term obligations not classified elsewhere.
    - `totalNonCurrentLiabilities` number — Total Non-Current Liabilities — Obligations due beyond one year.
    - `longTermDebt` number — Long-term Debt — Borrowings and financial obligations due beyond one year. Excludes the current portion (see `longTermDebtCurrent`).
    - `longTermCapitalLeaseObligations` number — Long-term Capital Lease Obligations — Lease payment obligations extending beyond one year.
    - `otherNonCurrentLiabilities` number — Other Non-Current Liabilities — Long-term obligations not classified elsewhere.
    - `stockholdersEquity` number — Total Stockholders Equity — Equity attributable to the parent company's shareholders only (excludes non-controlling interests in consolidated subsidiaries). For filers without NCI, equals total equity.
    - `minorityInterest` number — Non-controlling Interest — Equity in consolidated subsidiaries owned by parties other than the parent (formerly 'minority interest').
    - `totalEquity` number — Total Equity — Total equity including non-controlling interests (parent equity + NCI). For filers without consolidated subsidiaries, equals stockholders equity.
    - `commonStock` number — Common Stock — Par or stated value of common shares issued.
    - `preferredStock` number — Preferred Stock — Value of preferred shares issued, which have priority over common stock for dividends.
    - `retainedEarnings` number — Retained Earnings — Cumulative net income kept in the business rather than paid out as dividends.
    - `otherEquityAdjustments` number — Other Equity Adjustments — Accumulated other comprehensive income and other equity adjustments.
    - `additionalPaidInCapital` number — Additional Paid-in Capital — Amount shareholders paid above par value for shares issued.
    - `capitalLeaseObligations` number — Capital Lease Obligations — Total remaining lease payments recognized as debt.
    - `workingCapital` number — Working Capital — Current assets minus current liabilities. Measures short-term liquidity.
    - `totalDebt` number — Total Debt — Sum of all short-term and long-term borrowings.
    - `sharesIssued` number — Shares Issued — Total number of shares the company has ever issued.
    - `storeCount` number — Number of Stores — Total number of retail store locations operated by the company.
    - `sharesOutstanding` number — Shares Outstanding — Total shares currently held by all shareholders.
    - `treasuryShares` number — Treasury Shares — Shares repurchased by the company and held in its treasury.
    - `currentSharesOutstanding` number — Current Shares Outstanding — Shares outstanding as reported on the cover page of the 10-K/10-Q. Typically dated 2-3 weeks after the period end, so this is more recent than the balance-sheet snapshot in `sharesOutstanding`.
    - `preferredSharesOutstanding` number — Preferred Shares Outstanding — Total preferred shares currently issued and outstanding.
    - `publicFloat` number — Public Float — Aggregate market value of voting and non-voting common equity held by non-affiliates, reported annually on the 10-K cover page (as of the last business day of the most recent second fiscal quarter). Null on quarterly periods.
    - `policyReserves` number — Policy Liabilities and Reserves — Reserves held to pay future insurance policy claims and benefits.
    - `deferredAcquisitionCosts` number — Deferred Policy Acquisition Costs — Policy acquisition costs deferred and recognized over the life of insurance policies.
    - `propertyPlantAndEquipmentGross` number — Property, Plant and Equipment, Gross — Total cost of physical assets before deducting accumulated depreciation.
    - `propertyPlantAndEquipmentNet` number — Property, Plant and Equipment, Net — Physical assets like land, buildings, and equipment, minus accumulated depreciation.
    - `constructionInProgress` number — Construction in Progress — Costs accumulated for construction projects not yet completed.
    - `costsInExcessOfBillings` number — Costs in Excess of Billings (Contract Asset) — Contract revenue earned but not yet billed to the customer.
    - `billingsInExcessOfCosts` number — Billings in Excess of Costs (Contract Liability) — Customer billings that exceed work performed to date. A contract liability.
    - `contractReceivableRetainage` number — Contract Receivable Retainage — Amounts withheld by customers from progress billings until contract completion.
    - `debtCurrent` number — Current Debt (Short-Term Borrowings) — Total current debt. Equal to longTermDebtCurrent for companies without separate short-term borrowings (commercial paper, revolver draws, etc.); otherwise the broader umbrella that includes them.
    - `longTermDebtCurrent` number — Current Maturities of Long-Term Debt — Portion of long-term debt due within one year.
    - `deposits` number — Deposits — Customer deposits held by the bank. A primary source of bank funding.
    - `loans` number — Loans and Leases Receivable — Total loans and leases issued to borrowers, net of unearned income.
    - `allowanceForDoubtfulAccounts` number — Allowance for Doubtful Accounts Receivable — Reserve for receivables estimated to be uncollectible.
    - `allowanceForCreditLossesLoans` number — Allowance for Credit Losses on Loans — Reserve for estimated losses on the bank's loan portfolio.
    - `assetRetirementObligation` number — Asset Retirement Obligation (Total) — Estimated cost to dismantle and restore a site when a long-lived asset is retired.
    - `assetRetirementObligationCurrent` number — Asset Retirement Obligation, Current — Portion of asset retirement obligation due within one year.
    - `assetRetirementObligationNoncurrent` number — Asset Retirement Obligation, Non-Current — Long-term portion of asset retirement obligation.
    - `warrantyLiability` number — Warranty Liability — Estimated costs to fulfill product warranty obligations.
    - `contractLiabilityNoncurrent` number — Non-Current Contract Liability / Deferred Revenue — Revenue collected but not yet recognized, with performance obligations beyond one year.
    - `remainingPerformanceObligations` number — Remaining Performance Obligations — Total contracted revenue not yet recognized, representing the backlog of future revenue.
    - `investments` number — Investments — Securities and other financial assets held for investment purposes.
    - `shortTermInvestments` number — Short-Term Investments — Marketable securities and short-term investments expected to be converted to cash within one year. Included in current assets. Used in net-debt calculations alongside cash.
    - `cashAndShortTermInvestments` number — Cash and Short-Term Investments — Cash, cash equivalents, and marketable securities expected to be converted to cash within one year. Derived as `cash + shortTermInvestments`; equals `cash` for filers that report no current marketable securities.
    - `longTermInvestments` number — Long-Term Investments — Marketable securities and other investments expected to be held for more than one year. Distinct from `shortTermInvestments` (current) and from `investments` (which is the broader portfolio for banks and insurers).
    - `lettersOfCreditOutstanding` number — Letters of Credit Outstanding — Contingent obligations where the bank guarantees payment on behalf of a customer.
  - `splitFactor` number — 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.
  - `sources` FactSources — 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.
  - `derived` string[] — 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).
  - `dateFiled` string, 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.

## Other responses

- `400` — Invalid parameters or symbol not found
- `403` — Feature not available on current plan

---

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