---
title: "Get Instrument Income Statements"
method: GET
path: "/v1/instruments/{instrument_id}/income-statements"
tags: ["Instrument Data"]
---

# Get Instrument Income Statements

`GET /v1/instruments/{instrument_id}/income-statements`

## Request

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

Retrieves quarterly income 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 income 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` InstrumentIncomeStatement[], required
    - `accepted_date` string, date-time, required: The date and time when the filing was accepted by the SEC
    - `bottom_line_net_income` string, nullable: Bottom line net income after all adjustments
    - `cost_and_expenses` string, nullable: Total costs and expenses
    - `cost_of_revenue` string, nullable: Direct costs attributable to producing goods sold
    - `depreciation_and_amortization` string, nullable: Depreciation and amortization expenses
    - `ebit` string, nullable: Earnings before interest and taxes
    - `ebitda` string, nullable: Earnings before interest, taxes, depreciation, and amortization
    - `eps` string, nullable: Basic earnings per share
    - `eps_diluted` string, nullable: Diluted earnings per share
    - `filing_date` string, date, required: The date the financial statement was filed
    - `general_and_administrative_expenses` string, nullable: General administrative overhead expenses
    - `gross_profit` string, nullable: Revenue minus cost of revenue
    - `income_before_tax` string, nullable: Income before income tax expense
    - `income_tax_expense` string, nullable: Income tax expense for the period
    - `interest_expense` string, nullable: Interest paid on debt
    - `interest_income` string, nullable: Interest earned on investments and cash
    - `net_income` string, nullable: Total net income for the period
    - `net_income_deductions` string, nullable: Deductions from net income
    - `net_income_from_continuing_operations` string, nullable: Net income from continuing operations
    - `net_income_from_discontinued_operations` string, nullable: Net income from discontinued operations
    - `net_interest_income` string, nullable: Net interest income (interest income minus interest expense)
    - `non_operating_income_excluding_interest` string, nullable: Non-operating income excluding interest
    - `operating_expenses` string, nullable: Total operating expenses
    - `operating_income` string, nullable: Income from core business operations
    - `other_adjustments_to_net_income` string, nullable: Other adjustments to net income
    - `other_expenses` string, nullable: Other miscellaneous expenses
    - `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
    - `reported_currency` string, required: The currency in which the statement is reported (ISO 4217)
    - `research_and_development_expenses` string, nullable: Expenditure on research and development activities
    - `revenue` string, nullable: Total revenue from sales of goods and services
    - `selling_and_marketing_expenses` string, nullable: Expenditure on marketing and sales activities
    - `selling_general_and_administrative_expenses` string, nullable: Combined selling, general, and administrative expenses
    - `total_other_income_expenses_net` string, nullable: Net of other income and expenses
    - `weighted_average_shs_out` string, nullable: Weighted average shares outstanding (basic)
    - `weighted_average_shs_out_dil` string, nullable: Weighted average shares outstanding (diluted)
    - `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/income-statements/get.md)

---

[API](https://skmtc.dev/clear-street/apis/clear-street-trading-api.md) - [All operations](https://skmtc.dev/clear-street/apis/clear-street-trading-api/llms.txt) - [OpenAPI document](https://skmtc.dev/clear-street/apis/clear-street-trading-api/revisions/52e77ea7d731?raw)
