Balance Sheets

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👋 Overview

The balance sheets API provides balance sheet data for a given stock ticker.

Balance sheets are financial statements that summarize a company’s assets, liabilities, and shareholders’ equity at a specific point in time.

You can filter the data by ticker, period, limit, and cik.

The period parameter can be set to annual, quarterly, or ttm (trailing twelve months). The limit parameter is used to specify the number of statements to return.

To get started, please create an account and grab your API key at financialdatasets.ai.

You will use the API key to authenticate your API requests.

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📊 Available Tickers

You can fetch a list of available tickers with a GET request to: https://api.financialdatasets.ai/financials/balance-sheets/tickers/

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🚀 Getting Started

There are only 3 steps for making a successful API call:

1. Add your API key to the header of the request as X-API-KEY.
2. Add query params like ticker, period and limit to filter the data.
3. Execute the API request.

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🔎 Filtering the Data

You can filter the data by ticker, period, limit, and report_period.

Note: ticker and period are required. Alternatively, you can use cik instead of ticker as a company identifier in your request.

By default, period is ttm,limit is 4, and report_period is null.

The period parameter can be set to annual, quarterly, or ttm (trailing twelve months). The limit parameter is used to specify the number of periods to return.

The report_period parameter is used to specify the date of the statement. For example, you can include filters like report_period_lte=2024-09-30 and report_period_gte=2024-01-01 to get statements between January 1, 2024 and September 30, 2024.

The available report_period operations are:

• report_period_lte
• report_period_lt
• report_period_gte
• report_period_gt
• report_period

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💻 Example

import requests

# add your API key to the headers
headers = {
    "X-API-KEY": "your_api_key_here"
}

# set your query params
ticker = 'NVDA'     # stock ticker
period = 'annual'   # possible values are 'annual', 'quarterly', or 'ttm'
limit = 30          # number of statements to return

# create the URL
url = (
    f'https://api.financialdatasets.ai/financials/balance-sheets'
    f'?ticker={ticker}'
    f'&period={period}'
    f'&limit={limit}'
)

# make API request
response = requests.get(url, headers=headers)

# parse balance_sheets from the response
balance_sheets = response.json().get('balance_sheets')

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💻 Example (with report_period)

import requests

# add your API key to the headers
headers = {
    "X-API-KEY": "your_api_key_here"
}

# set your query params
ticker = 'NVDA'  
period = 'annual'
limit = 100      
report_period_lte = '2024-01-01' # end date
report_period_gte = '2020-01-01' # start date

# create the URL
url = (
    f'https://api.financialdatasets.ai/financials/balance-sheets'
    f'?ticker={ticker}'
    f'&period={period}'
    f'&limit={limit}'
    f'&report_period_lte={report_period_lte}'
    f'&report_period_gte={report_period_gte}'
)

# make API request
response = requests.get(url, headers=headers)

# parse balance_sheets from the response
balance_sheets = response.json().get('balance_sheets')