> ## Documentation Index > Fetch the complete documentation index at: https://docs.financialdatasets.rip/llms.txt > Use this file to discover all available pages before exploring further. # Balance Sheets > Total assets, liabilities, and shareholders' equity for each reporting period, from filed SEC data. This route returns one balance sheet row per reporting period: total assets, total liabilities, and shareholders' equity, alongside their component lines, normalized to the Financial Datasets field names and order. It shares its provider chain and pagination shape with [Income Statements](/datasets/financial-statements/income-statements): the same `/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 | | | | ----------------- | ----------------------------------------------------------------------- | | Provider chain | DefiLlama `/equities/v1/statements`, joined with `/equities/v1/filings` | | Reporting periods | Annual, quarterly, and trailing-twelve-month (`ttm`) | | Measured cost | \$0.0012 per call (statement fetch plus the filings identity join) | | Cache TTL | 600 seconds, see [Caching](/guides/caching) | ## 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](/datasets/financial-statements/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 ```bash curl theme={"theme":"css-variables"} curl -s 'https://financialdatasets.rip/financials/balance-sheets?ticker=AAPL&period=annual&limit=1' \ -H 'X-API-KEY: ' ``` ```json Response theme={"theme":"css-variables"} { "balance_sheets": [ { "ticker": "AAPL", "report_period": "2025-09-30", "fiscal_period": "FY2025", "period": "annual", "total_assets": 359241000000, "current_assets": 147957000000, "cash_and_equivalents": 35934000000, "inventory": 5718000000, "trade_and_non_trade_receivables": 39777000000, "non_current_assets": 211284000000, "total_liabilities": 285508000000, "current_liabilities": 165631000000, "current_debt": 20329000000, "non_current_liabilities": 119877000000, "non_current_debt": 78328000000, "shareholders_equity": 73733000000, "retained_earnings": -14264000000 } ] } ``` ## OpenAPI ````yaml api-reference/openapi.json GET /financials/balance-sheets openapi: 3.1.0 info: title: Monid Finance API version: 1.0.0 summary: A Financial Datasets-compatible finance REST API backed by Monid providers. description: >- US equities fundamentals, prices, filings, news, insider trades, and a stock screener, generated faithfully from this repository's Go source (go/httpapi/rest.go, go/service, go/fd). This server is drop-in compatible with the Financial Datasets REST and MCP interface: the same route shapes, the same query parameters, and response objects whose field names and field order match the Financial Datasets contract, captured 2026-09-04. It is an independent, Monid-backed implementation; it is not affiliated with or endorsed by Financial Datasets, and no Financial Datasets data or outputs are used. **Bring your own Monid API key.** Every request carries the caller's own key in the `X-API-KEY` header. Usage bills that caller's own Monid wallet; this server never stores or logs the key. Get a key at https://monid.ai. **Coverage.** All 54 Financial Datasets REST paths are registered. all 54 return data; most call live Monid providers, and a handful (the static catalogs and the accept-universe coverage lists; see each operation's description) never call Monid at all. Every registered path answers from a live source; there are no not_implemented stubs. /kpi/metrics/sectors returns the screener provider's own industry taxonomy and /index-funds/tickers the upstream fund universe, both scraped through Monid on demand. See docs/compatibility.md for every deliberate deviation and docs/openapi-notes.md for how this document was derived. **Errors and soft failures.** Every failure — real HTTP error and zero-cost soft failure alike — uses the two-key body `{"error": , "message": }`. Some routes answer `not_found` with HTTP 200 rather than a 4xx status (see each operation's description). **Pagination.** List routes return a wrapped envelope (e.g. `{"income_statements": [...], "next_page_url": "..."}`) with opaque, server-minted base64url `cursor` tokens. Pages hold 10 records (100 for /prices). `next_page_url` is an absolute URL on this deployment's own host, present only when more records remain. **Ticker coverage lists are accept-universes, not data-coverage claims.** The eight `*/tickers` routes (e.g. /company/facts/tickers, /kpi/metrics/tickers) all answer from the same ~3,227-ticker US equity catalog: the tickers a route will ACCEPT as input, never a promise that every one of them has data for that particular dataset - this server has not measured per-dataset coverage. Their own `limit` (default 1000, max 5000) and `cursor` query parameters page through that shared universe independently of every other route's pagination convention above. contact: url: https://docs.financialdatasets.rip license: name: MIT identifier: MIT servers: - url: https://financialdatasets.rip description: Production (Fly.io). security: - ApiKeyAuth: [] tags: - name: Financial statements description: Income statements, balance sheets, cash flow statements. - name: Financial metrics description: Historical financial metrics and the live snapshot. - name: Earnings description: Earnings records composed from SEC filing events. - name: Filings description: SEC filing index and extracted filing sections. - name: Prices description: Historical OHLCV prices and the live price snapshot. - name: News description: Ticker-matched news. - name: Insider trades description: SEC Form 4 insider trading transactions. - name: Screener description: Stock screener and its executable filter catalog. - name: Company description: Company facts. - name: KPIs description: >- KPI-taxonomy metrics, forward guidance, and non-GAAP metrics extracted from SEC filings. - name: Macroeconomics description: Central bank policy interest rates. - name: Index funds description: ETF / index-fund holdings. - name: Institutional holdings description: SEC Form 13F institutional-holdings rows. - name: Ownership description: Insider, beneficial (13D/13G) and activist ownership state. - name: Not implemented description: >- Routes registered for Financial Datasets route parity; always a zero-cost not_implemented stub today. paths: /financials/balance-sheets: get: tags: - Financial statements summary: Get balance sheets description: >- Fetches a company's balance sheet history: assets, liabilities, and shareholders' equity at each period end. Sourced and joined the same way as /financials/income-statements. ttm balance rows are point-in-time (carried from the latest quarter, not summed) and omit fiscal_period, currency, and filing identity. period default note: the underlying get_balance_sheet MCP tool's own JSON Schema default is "ttm", matching Financial Datasets. This REST route always fills a period value before calling that tool, so an omitted `period` query parameter defaults to "annual" here instead. operationId: get_balance_sheet parameters: - name: ticker in: query required: true schema: type: string description: >- Uppercase-normalized ticker symbol (1-20 letters/digits/dots/hyphens). - name: period in: query required: false schema: type: string enum: - annual - quarterly - ttm default: annual description: >- Reporting period. REST-level default is "annual"; the tool/FD-schema default is "ttm". - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 100 default: 4 description: 'Number of records to retrieve (default: 4, max: 100).' - name: as_reported in: query required: false schema: type: boolean default: false description: >- Accepted 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. - name: report_period in: query required: false schema: type: string format: date description: Exact report_period date filter (YYYY-MM-DD). - name: report_period_gte in: query required: false schema: type: string format: date description: report_period >= this date (YYYY-MM-DD, inclusive). - name: report_period_lte in: query required: false schema: type: string format: date description: report_period <= this date (YYYY-MM-DD, inclusive). - name: report_period_gt in: query required: false schema: type: string format: date description: report_period > this date (YYYY-MM-DD, exclusive). - name: report_period_lt in: query required: false schema: type: string format: date description: report_period < this date (YYYY-MM-DD, exclusive). - name: cursor in: query required: false schema: type: string description: >- Opaque base64url pagination cursor from a previous response's next_page_url. Omit for the first page. responses: '200': description: >- 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). content: application/json: schema: $ref: '#/components/schemas/BalanceSheetsResponse' examples: example: value: balance_sheets: - ticker: AAPL report_period: '2025-09-30' fiscal_period: FY2025 period: annual total_assets: 359241000000 current_assets: 147957000000 cash_and_equivalents: 35934000000 inventory: 5718000000 trade_and_non_trade_receivables: 39777000000 non_current_assets: 211284000000 total_liabilities: 285508000000 current_liabilities: 165631000000 current_debt: 20329000000 non_current_liabilities: 119877000000 non_current_debt: 78328000000 shareholders_equity: 73733000000 retained_earnings: -14264000000 '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '402': $ref: '#/components/responses/PaymentRequired' '429': $ref: '#/components/responses/TooManyRequests' '502': $ref: '#/components/responses/BadGateway' '504': $ref: '#/components/responses/GatewayTimeout' components: schemas: BalanceSheetsResponse: type: object title: BalanceSheetsResponse description: >- Wrapped list envelope: {"balance_sheets": [...], "next_page_url": "..."}. Page size is 10 records (100 for /prices). properties: balance_sheets: type: array items: $ref: '#/components/schemas/BalanceSheet' next_page_url: type: string format: uri description: >- Absolute URL for the next page, present only when more records remain. Built from an opaque base64url cursor over this deployment's own host (never a fixed facade base). required: - balance_sheets BalanceSheet: type: object title: BalanceSheet description: >- One balance sheet record. Field order matches the Go struct declaration in go/fd/types.go. Every field is a pointer with omitempty in the Go source: unsourced values are omitted from the response, never nulled or fabricated. properties: ticker: type: string description: Uppercase ticker symbol. report_period: type: string description: Reporting period end date (YYYY-MM-DD). format: date fiscal_period: type: string description: Fiscal-period label. Omitted for ttm rows. period: type: string description: 'Echoes the requested period: annual, quarterly, or ttm.' currency: type: string description: Reporting currency. Always USD. accession_number: type: string description: >- SEC EDGAR accession number of the source filing. Omitted for ttm rows. form_type: type: string description: SEC form type of the source filing. Omitted for ttm rows. filing_url: type: string description: SEC EDGAR filing index URL. Omitted for ttm rows. format: uri filing_date: type: string description: Date the source filing was filed. Omitted for ttm rows. format: date filing_datetime: type: string description: >- Filing acceptance timestamp. Declared for Financial-Datasets-contract parity, but no provider integration in this codebase currently sets this field on any record type; always omitted in practice today. format: date-time total_assets: type: number description: Total assets. current_assets: type: number description: Total current assets. cash_and_equivalents: type: number description: Cash and cash equivalents. inventory: type: number description: Inventory, when itemized. current_investments: type: number description: Not sourced by the validated route; always omitted today. trade_and_non_trade_receivables: type: number description: Accounts receivable, when itemized. non_current_assets: type: number description: Total non-current assets. property_plant_and_equipment: type: number description: PP&E, when itemized. goodwill_and_intangible_assets: type: number description: Goodwill and intangible assets, when itemized. investments: type: number description: Not sourced by the validated route; always omitted today. non_current_investments: type: number description: Not sourced by the validated route; always omitted today. outstanding_shares: type: number description: Basic shares outstanding at period end. tax_assets: type: number description: Not sourced by the validated route; always omitted today. total_liabilities: type: number description: Total liabilities. current_liabilities: type: number description: Total current liabilities. current_debt: type: number description: Short-term debt, when itemized. trade_and_non_trade_payables: type: number description: Not sourced by the validated route; always omitted today. deferred_revenue: type: number description: Not sourced by the validated route; always omitted today. deposit_liabilities: type: number description: Not sourced by the validated route; always omitted today. non_current_liabilities: type: number description: Total non-current liabilities. non_current_debt: type: number description: Long-term debt, when itemized. tax_liabilities: type: number description: Not sourced by the validated route; always omitted today. shareholders_equity: type: number description: Total shareholders' equity. retained_earnings: type: number description: Retained earnings, when itemized. accumulated_other_comprehensive_income: type: number description: Not sourced by the validated route; always omitted today. total_debt: type: number description: Total debt. ErrorResponse: type: object title: ErrorResponse description: >- Uniform error/soft-failure body: {"error": , "message": }. Used both for real HTTP error statuses and for 200 OK "not_found"/"not_implemented" soft failures that this API never bills for. properties: error: type: string description: >- Machine-readable error code, e.g. bad_request, unauthorized, payment_required, rate_limited, upstream_error, upstream_schema_changed, upstream_timeout, unsupported, invalid_cursor, not_found, not_implemented. message: type: string description: Human-readable detail. required: - error - message responses: BadRequest: description: >- 400 Bad Request. Validation failed before any paid Monid call was made (bad_request), or the request is well-formed but names a capability this server deliberately rejects (unsupported), e.g. as_reported=true or a non-USD currency. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: bad_request: summary: Validation failure value: error: bad_request message: ticker must be 1-20 letters, digits, dots, or hyphens unsupported: summary: Deliberately rejected capability value: error: unsupported message: >- as_reported is not supported by the Monid-backed server; as_reported=True cannot be answered honestly. invalid_cursor: summary: Malformed pagination cursor value: error: invalid_cursor message: cursor is not a valid opaque pagination token Unauthorized: description: >- 401 Unauthorized. The X-API-KEY header was missing, empty, or contained control characters, or (if the operator configured an allowlist) the key is not on it. This check runs before any Monid call. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: unauthorized: value: error: unauthorized message: Missing or invalid API key. PaymentRequired: description: >- 402 Payment Required. The caller's own Monid wallet could not cover the call (Monid returned a blocked/insufficient-funds result). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: payment_required: value: error: payment_required message: 'Monid run blocked: insufficient wallet balance.' TooManyRequests: description: >- 429 Too Many Requests. Per-API-key token-bucket rate limit exceeded (default 60/min per key; 10/min for keyless demo traffic, where enabled). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: rate_limited: value: error: rate_limited message: Rate limit exceeded. Retry shortly. BadGateway: description: >- 502 Bad Gateway. The upstream Monid provider call failed for a reason other than auth/funds/timeout (upstream_error), or its payload no longer matches the shape this server parses (upstream_schema_changed). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_error: summary: Generic upstream failure value: error: upstream_error message: provider returned HTTP 500 upstream_schema_changed: summary: Upstream payload shape drifted value: error: upstream_schema_changed message: provider payload is not valid JSON GatewayTimeout: description: 504 Gateway Timeout. The upstream Monid provider call timed out. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_timeout: value: error: upstream_timeout message: provider request timed out securitySchemes: ApiKeyAuth: type: apiKey in: header name: X-API-KEY description: >- 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. ````