> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chicago.global/llms.txt
> Use this file to discover all available pages before exploring further.

# Balance Sheet

> Retrieve balance sheet data for a given stock symbol. Returns assets, liabilities, and equity line items sourced from LSEG Datastream.

Retrieve balance sheet data for a given stock symbol. Returns assets, liabilities, and equity line items sourced from LSEG Datastream.

## Query Parameters

| Parameter | Type    | Required | Default | Description                                                                                                                 |
| --------- | ------- | -------- | ------- | --------------------------------------------------------------------------------------------------------------------------- |
| `symbol`  | string  | Yes      | —       | Stock symbol (e.g., `AAPL.O`, `0700.HK`). Ticker shorthand like `AAPL` is also accepted and will be resolved automatically. |
| `limit`   | integer | No       | `4`     | Number of periods to return                                                                                                 |
| `freq`    | integer | No       | `1`     | `1` for Annual, `2` for Quarterly                                                                                           |

## Response

Returns an array of period objects with the full balance sheet breakdown:

```json theme={null}
[
  {
    "ric": "AAPL.O",
    "perenddt": "2025-09-27",
    "stmtdt": "2025-09-27",
    "sourcedt": "2025-10-31",
    "pertypecode": 1,
    "currency": "USD",
    "unitsconvtocode": "M",
    "cash_and_short_term_investments": 54697000000,
    "accounts_receivable_trade_net": 39777000000,
    "total_receivables_net": 72957000000,
    "total_inventory": 5718000000,
    "prepaid_expenses": null,
    "other_current_assets_total": 14585000000,
    "total_current_assets": 147957000000,
    "property_plant_equipment_total_gross": 137053000000,
    "property_plant_equipment_total_net": 61039000000,
    "goodwill_net": null,
    "intangibles_net": null,
    "long_term_investments": 77723000000,
    "note_receivable_long_term": null,
    "other_long_term_assets_total": 72522000000,
    "total_assets": 359241000000,
    "accounts_payable": 69860000000,
    "payable_accrued": null,
    "accrued_expenses": 10498000000,
    "notes_payable_short_term_debt": 7979000000,
    "current_portion_of_lt_debt_capital_leases": 12888000000,
    "other_current_liabilities_total": 64406000000,
    "total_current_liabilities": 165631000000,
    "total_long_term_debt": 79020000000,
    "total_debt": 99887000000,
    "deferred_income_tax": null,
    "minority_interest": null,
    "other_liabilities_total": 40857000000,
    "total_liabilities": 285508000000,
    "redeemable_preferred_stock_total": null,
    "preferred_stock_non_redeemable_net": null,
    "common_stock_total": 147730,
    "additional_paid_in_capital": 93567852270,
    "retained_earnings_accumulated_deficit": -14264000000,
    "treasury_stock_common": null,
    "esop_debt_guarantee": null,
    "unrealized_gain_loss": null,
    "other_equity_total": -5571000000,
    "total_equity": 73733000000,
    "total_liabilities_and_shareholders_equity": 359241000000,
    "total_common_shares_outstanding": 14773260000
  }
]
```

<Note>
  All monetary values are in the company's reporting currency. The `currency` field indicates which currency. Fields with `null` values are not applicable for the given company.
</Note>

## Key Fields

| Field                                | Description                                        |
| ------------------------------------ | -------------------------------------------------- |
| `perenddt`                           | Period end date                                    |
| `pertypecode`                        | `1` for Annual, `2` for Quarterly                  |
| `cash_and_short_term_investments`    | Cash, cash equivalents, and short-term investments |
| `total_receivables_net`              | Total receivables net of allowances                |
| `total_current_assets`               | Total short-term assets                            |
| `property_plant_equipment_total_net` | PP\&E net of depreciation                          |
| `total_assets`                       | Total assets                                       |
| `total_current_liabilities`          | Total short-term liabilities                       |
| `total_long_term_debt`               | Long-term borrowings                               |
| `total_debt`                         | Total debt (short-term + long-term)                |
| `total_liabilities`                  | Total liabilities                                  |
| `total_equity`                       | Shareholders' equity                               |
| `total_common_shares_outstanding`    | Shares outstanding                                 |

## Example

```bash theme={null}
curl "https://api.chicago.global/v1/balance-sheet?symbol=AAPL.O&limit=4&freq=1" \
  -H "Authorization: Bearer YOUR_API_KEY"
```

```javascript theme={null}
const response = await fetch(
  'https://api.chicago.global/v1/balance-sheet?symbol=AAPL.O&limit=4&freq=1',
  { headers: { 'Authorization': `Bearer ${API_KEY}` } }
);

const periods = await response.json();
console.log(`Total Assets: ${periods[0].total_assets}`);
console.log(`Total Equity: ${periods[0].total_equity}`);
```


## OpenAPI

````yaml GET /v1/balance-sheet
openapi: 3.1.0
info:
  title: Parallax API
  description: >-
    Financial data and portfolio analytics API. Analyze portfolios with
    multi-currency support, rebalancing, and comprehensive metrics.
  version: 1.0.0
servers:
  - url: https://api.chicago.global
security:
  - bearerAuth: []
paths:
  /v1/balance-sheet:
    get:
      tags:
        - Financial Statements
      summary: Balance Sheet
      description: >-
        Retrieve balance sheet data for a given stock symbol. Returns assets,
        liabilities, and equity line items sourced from LSEG Datastream.
      operationId: getBalanceSheet
      parameters:
        - name: symbol
          in: query
          required: true
          description: >-
            Stock symbol (e.g., AAPL.O, 0700.HK). Ticker shorthand like AAPL is
            also accepted.
          schema:
            type: string
          example: AAPL.O
        - name: limit
          in: query
          required: false
          description: Number of periods to return
          schema:
            type: integer
            default: 4
          example: 4
        - name: freq
          in: query
          required: false
          description: 1 for Annual, 2 for Quarterly
          schema:
            type: integer
            enum:
              - 1
              - 2
            default: 1
          example: 1
      responses:
        '200':
          description: Balance sheet data retrieved successfully
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BalanceSheetPeriod'
        '401':
          description: Unauthorized - Invalid or missing API key
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
components:
  schemas:
    BalanceSheetPeriod:
      type: object
      properties:
        ric:
          type: string
          description: Reuters Instrument Code
        perenddt:
          type: string
          format: date
          description: Period end date
        stmtdt:
          type: string
          format: date
          description: Statement date
        sourcedt:
          type: string
          format: date
          description: Source date
        pertypecode:
          type: integer
          description: 1 for Annual, 2 for Quarterly
        currency:
          type: string
          description: Reporting currency
        unitsconvtocode:
          type: string
          description: Unit scale (e.g., M for millions)
        cash_and_short_term_investments:
          type: number
          nullable: true
          description: Cash, cash equivalents, and short-term investments
        accounts_receivable_trade_net:
          type: number
          nullable: true
        total_receivables_net:
          type: number
          nullable: true
        total_inventory:
          type: number
          nullable: true
        total_current_assets:
          type: number
          nullable: true
          description: Total short-term assets
        property_plant_equipment_total_net:
          type: number
          nullable: true
          description: PP&E net of depreciation
        goodwill_net:
          type: number
          nullable: true
        long_term_investments:
          type: number
          nullable: true
        total_assets:
          type: number
          nullable: true
          description: Total assets
        accounts_payable:
          type: number
          nullable: true
        total_current_liabilities:
          type: number
          nullable: true
          description: Total short-term liabilities
        total_long_term_debt:
          type: number
          nullable: true
          description: Long-term borrowings
        total_debt:
          type: number
          nullable: true
          description: Total debt (short-term + long-term)
        total_liabilities:
          type: number
          nullable: true
          description: Total liabilities
        total_equity:
          type: number
          nullable: true
          description: Shareholders' equity
        total_liabilities_and_shareholders_equity:
          type: number
          nullable: true
        total_common_shares_outstanding:
          type: number
          nullable: true
          description: Shares outstanding
    Error:
      type: object
      properties:
        detail:
          type: string
          description: Error message
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: API key passed as Bearer token

````