CLclear-street
Instrument Data

Get Instrument Balance Sheet Statements

Changed on

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)

Pagination metadata does not include total_items or total_pages for this endpoint. Use next_page_token to detect whether more results exist.

get/v1/instruments/{instrument_id}/balance-sheets

Request

  • Base URL
    https://api.clearstreet.com
  • Auth
    HTTP bearer

Path parameters

instrument_idstring required

Instrument identifier: either an instrument UUID or a symbol (symbol for equities, OSI for options). Non-UUID inputs are resolved server-side.

Instrument ID (UUID) or symbol (equity ticker or OSI option symbol).

Query parameters

page_sizeinteger

The number of items to return per page. Only used when page_token is not provided.

page_tokenstring byte

Base64URL-encoded pagination token

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

from_datestring

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

to_datestring

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

Response

List of quarterly balance sheet statements

Example response

{
  "error": {
    "code": 400,
    "message": "Order quantity must be greater than zero"
  },
  "metadata": {
    "page_number": 1,
    "total_items": 42,
    "total_pages": 5
  },
  "data": [
    {
      "accepted_date": "2025-05-02T14:30:00Z",
      "account_payables": "68960000000",
      "cash_and_cash_equivalents": "29943000000",
      "cash_and_short_term_investments": "61533000000",
      "common_stock": "79850000000",
      "filing_date": "2025-05-01",
      "goodwill": "0",
      "intangible_assets": "0",
      "inventory": "6128000000",
      "long_term_debt": "95281000000",
      "long_term_investments": "100544000000",
      "net_debt": "76323000000",
      "net_receivables": "66243000000",
      "period": "Q1",
      "period_type": "QUARTERLY",
      "property_plant_and_equipment_net": "45336000000",
      "reported_currency": "USD",
      "retained_earnings": "-19154000000",
      "short_term_debt": "10985000000",
      "short_term_investments": "31590000000",
      "total_assets": "352583000000",
      "total_current_assets": "143566000000",
      "total_current_liabilities": "145308000000",
      "total_debt": "106266000000",
      "total_equity": "44325000000",
      "total_liabilities": "308258000000",
      "total_liabilities_and_total_equity": "352583000000",
      "total_non_current_assets": "209017000000",
      "total_non_current_liabilities": "162950000000",
      "total_stockholders_equity": "56727000000",
      "year": 2025
    }
  ]
}

Changes

  • 1bd9eddeffc8Revision changes
    • breaking

      for the path request parameter instrument_id, the minLength was increased from 0 to 1

    • info

      for the path request parameter instrument_id, the type was generalized from no type to string