Balance Sheets
Total assets, liabilities, and shareholders’ equity for each reporting period, from filed SEC data.
/equities/v1/statements fetch, joined against /equities/v1/filings for SEC identity.
What this answers
- How a company’s total assets and shareholders’ equity have moved over recent periods.
- How much cash, inventory, and receivables a company is carrying right now, or as of a past period.
Coverage
Query rules
ticker is required. period accepts annual, quarterly, or ttm, and defaults to annual on this REST route, unlike the underlying MCP tool’s own ttm default. Pass period explicitly if the default matters.
as_reported=true is accepted for parameter parity but always answers 400 bad_request. limit defaults to 4 and caps at 100. The report_period* family of filters narrows by report date, the same way it does on Income Statements.
Fields the current Go source declares but our own live captures never populate: currency, accession_number, form_type, filing_url, filing_date, filing_datetime, current_investments, property_plant_and_equipment, goodwill_and_intangible_assets, investments, non_current_investments, outstanding_shares, tax_assets, trade_and_non_trade_payables, deferred_revenue, deposit_liabilities, tax_liabilities, accumulated_other_comprehensive_income, total_debt. These are schema-legal and left out of the response rather than guessed.
Worked example
Authorizations
The caller's own Monid API key (get one at https://monid.ai?fpr=dhruv-15136b). Passed straight through to Monid on every call, so usage bills the caller's own wallet — this is never a shared server-side credential, and the server never logs or stores it. Missing, empty, or malformed values answer 401 unauthorized before any paid call is attempted.
Query Parameters
Uppercase-normalized ticker symbol (1-20 letters/digits/dots/hyphens).
Reporting period. REST-level default is "annual"; the tool/FD-schema default is "ttm".
annual, quarterly, ttm Number of records to retrieve (default: 4, max: 100).
1 <= x <= 100Accepted for FD parameter parity but always rejected: as_reported=true answers 400 bad_request ("as_reported is not supported; use the normalized balance-sheets endpoint") at zero cost.
Exact report_period date filter (YYYY-MM-DD).
report_period >= this date (YYYY-MM-DD, inclusive).
report_period <= this date (YYYY-MM-DD, inclusive).
report_period > this date (YYYY-MM-DD, exclusive).
report_period < this date (YYYY-MM-DD, exclusive).
Opaque base64url pagination cursor from a previous response's next_page_url. Omit for the first page.
Response
A page of balance sheets, newest report_period first. Real AAPL FY2025 annual values captured from our own live API (docs/our-live-samples/balance_sheets.json).
Wrapped list envelope: {"balance_sheets": [...], "next_page_url": "..."}. Page size is 10 records (100 for /prices).