---
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`

## Request

- Base URL: `https://api.clearstreet.com`
- URL: `https://api.clearstreet.com/v1/instruments/{instrument_id}/balance-sheets`
- Auth: HTTP bearer

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.

## Path parameters

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

## 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

## Changes

- **2026-10-16** `1bd9eddeffc8`: 1 breaking, 1 info
  - for the `path` request parameter `instrument_id`, the minLength was increased from `0` to `1`
  - for the `path` request parameter `instrument_id`, the type was generalized from no type to `string`

[Operation history](https://skmtc.dev/clear-street/apis/clear-street-trading-api/changes/v1/instruments/:instrument_id/balance-sheets/get.md)

---

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