stocks_get_balance_sheets

Normalized balance sheets for one US public company, newest first.

Same response shape as stocks_get_income_statements and stocks_get_cash_flow_statements — the statements trio is interchangeable: data holds the company identity (ticker, cik, company_name, period_type, reporting_standard) and the bounded statements list — address the company by ticker or by SEC CIK, and ticker is its active symbol or null when it has none; reporting_standard is us-gaap, ifrs-full, or null when legacy rows have not observed the taxonomy yet. meta holds provenance (source: "sec_edgar_companyfacts", and as_of, the freshest line-level timestamp on this page); pagination holds the cursor paging state (pass pagination.next_cursor back as cursor).

Set as_reported=true to serve as-originally-reported values instead of the latest restated values, and keep it constant while paging. Before a company's next statement ingest this mode raises out_of_coverage. In both modes, meta.restatements lists restated reported lines with original and superseding accessions. Arithmetic-derived Q4, non-fiscal-year TTM, YTD-difference, and FCF lines carry null lineage; a TTM matching a reported fiscal year carries the annual accessions.

Each statement is one fiscal period with a lines object keyed by canonical line names: total_assets, current_assets, cash_and_equivalents, receivables, inventory, ppe_net, goodwill, intangibles, total_liabilities, current_liabilities, debt_current, debt_noncurrent, total_equity, shares_outstanding. A missing key means the company did not report that line for the period — never zero (banks, for instance, omit the current/non-current split). Balance-sheet values are point-in-time instants, so period_start equals period_end (the balance-sheet date). Each value carries value (exact decimal as a JSON string), unit, currency, as_of, and the source filing's accession_number. currency is the as-filed reporting currency on every value; IFRS filers report in their home currency (EUR/TWD/JPY, etc.) and values are never silently converted to USD.

Known IFRS 20-F/FPI filers are annual-only: request period="annual". For them, period="quarterly" raises out_of_coverage. Balance sheets still reject period="ttm" for every filer with bad_parameter.

For ratios and multiples (current ratio, debt-to-equity, book value), prefer stocks_get_financial_metrics — computed server-side — over deriving them from these raw lines: fewer tokens, no arithmetic slips.

The default is 4 fiscal periods and the maximum is 12. Example: stocks_get_balance_sheets(ticker_or_cik="AAPL", period="annual", as_reported=true).

Errors carry a machine code: unknown_entity for a well-formed symbol we hold no mapping for or a CIK we hold no company for, out_of_coverage when as_reported is requested before the company's first vintage-era statement ingest or quarterly data is requested for a known IFRS filer, and bad_parameter for input the schema can't reject (a non-ticker, non-CIK string, a malformed cursor, or period="ttm").