stocks tool
Publicstocks_get_balance_sheets
Normalized balance sheets for one US public company, newest first.
Description
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) and the bounded statements list; 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.
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.
Errors carry a machine code: unknown_entity for a well-formed symbol
we hold no mapping for, out_of_coverage when as_reported is requested
before the company's first vintage-era statement ingest, and
bad_parameter for input the schema can't reject (a non-ticker string,
a malformed cursor, or period="ttm").
Parameters
Input schema
| Name | Type | Required | Default | Description |
|---|---|---|---|---|
| ticker | string | Yes | — | Ticker symbol, e.g. 'AAPL' or 'BRK.B' (class separators accepted). |
| period | "annual" | "quarterly" | "ttm" | No | "annual" | Fiscal frame: 'annual' = fiscal year-ends (FY), 'quarterly' = fiscal-quarter-ends (Q1–Q4). 'ttm' is not valid for balance sheets — a balance sheet is a point-in-time snapshot, not a flow that sums over a window — and is rejected with a bad_parameter error. |
| limit | integer | No | 4 | Fiscal periods to return, newest first (1–12). |
| cursor | string | null | No | null | Opaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start from the newest period. |
| as_reported | boolean | No | false | Serve as-originally-reported values instead of latest restated values. Keep this constant while paging. Before the next statement ingest, this mode raises `out_of_coverage`. Reported restatements carry original and superseding accessions; arithmetic-derived Q4, non-fiscal-year TTM, YTD-difference, and FCF lines carry null lineage, while a TTM matching a reported fiscal year carries the annual accessions. |
Provenance
Sources
- sec_edgar_companyfactsU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: stocks_fundamentals