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Balance Sheets provides as-reported balance sheets for SEC filers. Each observation is one fiscal period for one company, carrying assets, liabilities and equity as the company filed them, in its own reporting currency and under its own accounting standard. Rows are returned newest first.
Plan: Free and above · Credits: 1 per call

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What You Can Use Balance Sheets For

Track leverage, working capital and cash over time. Compute book value per share alongside Financial Metrics. Check a company’s liquidity position at a specific period end. Reconcile a balance-sheet movement against the cash-flow statement for the same period.

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Balance Sheets Coverage

Coverage is SEC filers. Figures are read from each company’s own XBRL data as filed, so the history runs as far back as the company’s XBRL filings do. For a company that is not an SEC filer, resolve it through the company registry first to see what it is — non-US issuers are served by Taiwan Financials, Korea DART Financials and Form 20-F instead.

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Key Balance Sheets Fields

The statement carries the reported asset, liability and equity line items, together with report_period, period, currency and accounting_standard.

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Currency and Accounting Standard

Every row carries currency and accounting_standard. currency is the currency the company reported in. Values are never converted to US dollars, so a row for a European filer is in euros and adding it to a US filer’s row without conversion produces a meaningless number. accounting_standard is us_gaap or ifrs. The two standards define several line items differently, so check the field before comparing or summing across companies.

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Balance Sheets Date Convention

report_period is the end of the fiscal period the figures cover, and it is what the report_period, report_period_gte, report_period_lte, report_period_gt and report_period_lt filters apply to. Rows are returned newest first. period says what kind of period a row is. annual rows cover a fiscal year, quarterly rows cover a fiscal quarter, and ttm rows cover the trailing twelve months ending at report_period. A trailing-twelve-month row is a computed rolling window, not a period the company reported as such.

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Balance Sheets Sources

Figures are read from the company’s own XBRL exhibits in its SEC filings. They are as reported: no restatement, no normalisation, and no currency conversion.

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Query Balance Sheets

Use the balance sheets endpoint. One of ticker or cik is required, and period is required.
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string
Trading symbol. One of ticker or cik is required.
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string
SEC Central Index Key. One of ticker or cik is required.
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string
required
annual, quarterly or ttm.
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string
Exact period end, YYYY-MM-DD. report_period_gte, report_period_lte, report_period_gt and report_period_lt bound a range.
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integer
default:"4"
Number of period rows to return, newest first.
The response wrapper key is balance_sheets. These routes return a bare wrapper key rather than the standard envelope, page by limit only, and use the flat { error, message } error body. See also Combined Financial Statements to get all three statements in one call, Financial Metrics for computed ratios over the same periods, Segmented Financials for as-reported segment breakdowns, and SEC Filings Index for the filings these figures come from.