Balance Sheet

---

Implementation details

Class names

Model name	Parameters class	Data class
BalanceSheet	BalanceSheetQueryParams	BalanceSheetData

Import Statement

from openbb_core.provider.standard_models.balance_sheet import (
BalanceSheetData,
BalanceSheetQueryParams,
)

---

Parameters

• standard
• fmp
• intrinio
• polygon
• yfinance

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
period	str	Time period of the data to return.	annual	True
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
period	Literal['annual', 'quarter']	None	annual	True
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
period	Literal['annual', 'quarter']	None	annual	True
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.	None	True
fiscal_year	int	The specific fiscal year. Reports do not go beyond 2008.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
period	Literal['annual', 'quarter', 'ttm']	None	annual	True
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.	None	True
filing_date	date	Filing date of the financial statement.	None	True
filing_date_lt	date	Filing date less than the given date.	None	True
filing_date_lte	date	Filing date less than or equal to the given date.	None	True
filing_date_gt	date	Filing date greater than the given date.	None	True
filing_date_gte	date	Filing date greater than or equal to the given date.	None	True
period_of_report_date	date	Period of report date of the financial statement.	None	True
period_of_report_date_lt	date	Period of report date less than the given date.	None	True
period_of_report_date_lte	date	Period of report date less than or equal to the given date.	None	True
period_of_report_date_gt	date	Period of report date greater than the given date.	None	True
period_of_report_date_gte	date	Period of report date greater than or equal to the given date.	None	True
include_sources	bool	Whether to include the sources of the financial statement.	True	True
order	Literal['asc', 'desc']	Order of the financial statement.	None	True
sort	Literal['filing_date', 'period_of_report_date']	Sort of the financial statement.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
period	Literal['annual', 'quarter']	None	annual	True
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.	None	True

---

Data

• standard
• fmp
• intrinio
• polygon
• yfinance

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
filing_date	date	The date when the filing was made.
accepted_date	datetime	The date and time when the filing was accepted.
reported_currency	str	The currency in which the balance sheet was reported.
cash_and_cash_equivalents	float	Cash and cash equivalents.
short_term_investments	float	Short term investments.
cash_and_short_term_investments	float	Cash and short term investments.
net_receivables	float	Net receivables.
inventory	float	Inventory.
other_current_assets	float	Other current assets.
total_current_assets	float	Total current assets.
plant_property_equipment_net	float	Plant property equipment net.
goodwill	float	Goodwill.
intangible_assets	float	Intangible assets.
goodwill_and_intangible_assets	float	Goodwill and intangible assets.
long_term_investments	float	Long term investments.
tax_assets	float	Tax assets.
other_non_current_assets	float	Other non current assets.
non_current_assets	float	Total non current assets.
other_assets	float	Other assets.
total_assets	float	Total assets.
accounts_payable	float	Accounts payable.
short_term_debt	float	Short term debt.
tax_payables	float	Tax payables.
current_deferred_revenue	float	Current deferred revenue.
other_current_liabilities	float	Other current liabilities.
total_current_liabilities	float	Total current liabilities.
long_term_debt	float	Long term debt.
deferred_revenue_non_current	float	Non current deferred revenue.
deferred_tax_liabilities_non_current	float	Deferred tax liabilities non current.
other_non_current_liabilities	float	Other non current liabilities.
total_non_current_liabilities	float	Total non current liabilities.
other_liabilities	float	Other liabilities.
capital_lease_obligations	float	Capital lease obligations.
total_liabilities	float	Total liabilities.
preferred_stock	float	Preferred stock.
common_stock	float	Common stock.
retained_earnings	float	Retained earnings.
accumulated_other_comprehensive_income	float	Accumulated other comprehensive income (loss).
other_shareholders_equity	float	Other shareholders equity.
other_total_shareholders_equity	float	Other total shareholders equity.
total_common_equity	float	Total common equity.
total_equity_non_controlling_interests	float	Total equity non controlling interests.
total_liabilities_and_shareholders_equity	float	Total liabilities and shareholders equity.
minority_interest	float	Minority interest.
total_liabilities_and_total_equity	float	Total liabilities and total equity.
total_investments	float	Total investments.
total_debt	float	Total debt.
net_debt	float	Net debt.
link	str	Link to the filing.
final_link	str	Link to the filing document.

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
reported_currency	str	The currency in which the balance sheet is reported.
cash_and_cash_equivalents	float	Cash and cash equivalents.
cash_and_due_from_banks	float	Cash and due from banks.
restricted_cash	float	Restricted cash.
short_term_investments	float	Short term investments.
federal_funds_sold	float	Federal funds sold.
accounts_receivable	float	Accounts receivable.
note_and_lease_receivable	float	Note and lease receivable. (Vendor non-trade receivables)
inventories	float	Net Inventories.
customer_and_other_receivables	float	Customer and other receivables.
interest_bearing_deposits_at_other_banks	float	Interest bearing deposits at other banks.
time_deposits_placed_and_other_short_term_investments	float	Time deposits placed and other short term investments.
trading_account_securities	float	Trading account securities.
loans_and_leases	float	Loans and leases.
allowance_for_loan_and_lease_losses	float	Allowance for loan and lease losses.
current_deferred_refundable_income_taxes	float	Current deferred refundable income taxes.
other_current_assets	float	Other current assets.
loans_and_leases_net_of_allowance	float	Loans and leases net of allowance.
accrued_investment_income	float	Accrued investment income.
other_current_non_operating_assets	float	Other current non-operating assets.
loans_held_for_sale	float	Loans held for sale.
prepaid_expenses	float	Prepaid expenses.
total_current_assets	float	Total current assets.
plant_property_equipment_gross	float	Plant property equipment gross.
accumulated_depreciation	float	Accumulated depreciation.
premises_and_equipment_net	float	Net premises and equipment.
plant_property_equipment_net	float	Net plant property equipment.
long_term_investments	float	Long term investments.
mortgage_servicing_rights	float	Mortgage servicing rights.
unearned_premiums_asset	float	Unearned premiums asset.
non_current_note_lease_receivables	float	Non-current note lease receivables.
deferred_acquisition_cost	float	Deferred acquisition cost.
goodwill	float	Goodwill.
separate_account_business_assets	float	Separate account business assets.
non_current_deferred_refundable_income_taxes	float	Noncurrent deferred refundable income taxes.
intangible_assets	float	Intangible assets.
employee_benefit_assets	float	Employee benefit assets.
other_assets	float	Other assets.
other_non_current_operating_assets	float	Other noncurrent operating assets.
other_non_current_non_operating_assets	float	Other noncurrent non-operating assets.
interest_bearing_deposits	float	Interest bearing deposits.
total_non_current_assets	float	Total noncurrent assets.
total_assets	float	Total assets.
non_interest_bearing_deposits	float	Non interest bearing deposits.
federal_funds_purchased_and_securities_sold	float	Federal funds purchased and securities sold.
bankers_acceptance_outstanding	float	Bankers acceptance outstanding.
short_term_debt	float	Short term debt.
accounts_payable	float	Accounts payable.
current_deferred_revenue	float	Current deferred revenue.
current_deferred_payable_income_tax_liabilities	float	Current deferred payable income tax liabilities.
accrued_interest_payable	float	Accrued interest payable.
accrued_expenses	float	Accrued expenses.
other_short_term_payables	float	Other short term payables.
customer_deposits	float	Customer deposits.
dividends_payable	float	Dividends payable.
claims_and_claim_expense	float	Claims and claim expense.
future_policy_benefits	float	Future policy benefits.
current_employee_benefit_liabilities	float	Current employee benefit liabilities.
unearned_premiums_liability	float	Unearned premiums liability.
other_taxes_payable	float	Other taxes payable.
policy_holder_funds	float	Policy holder funds.
other_current_liabilities	float	Other current liabilities.
other_current_non_operating_liabilities	float	Other current non-operating liabilities.
separate_account_business_liabilities	float	Separate account business liabilities.
total_current_liabilities	float	Total current liabilities.
long_term_debt	float	Long term debt.
other_long_term_liabilities	float	Other long term liabilities.
non_current_deferred_revenue	float	Non-current deferred revenue.
non_current_deferred_payable_income_tax_liabilities	float	Non-current deferred payable income tax liabilities.
non_current_employee_benefit_liabilities	float	Non-current employee benefit liabilities.
other_non_current_operating_liabilities	float	Other non-current operating liabilities.
other_non_current_non_operating_liabilities	float	Other non-current, non-operating liabilities.
total_non_current_liabilities	float	Total non-current liabilities.
capital_lease_obligations	float	Capital lease obligations.
asset_retirement_reserve_litigation_obligation	float	Asset retirement reserve litigation obligation.
total_liabilities	float	Total liabilities.
commitments_contingencies	float	Commitments contingencies.
redeemable_non_controlling_interest	float	Redeemable non-controlling interest.
preferred_stock	float	Preferred stock.
common_stock	float	Common stock.
retained_earnings	float	Retained earnings.
treasury_stock	float	Treasury stock.
accumulated_other_comprehensive_income	float	Accumulated other comprehensive income.
participating_policy_holder_equity	float	Participating policy holder equity.
other_equity_adjustments	float	Other equity adjustments.
total_common_equity	float	Total common equity.
total_preferred_common_equity	float	Total preferred common equity.
non_controlling_interest	float	Non-controlling interest.
total_equity_non_controlling_interests	float	Total equity non-controlling interests.
total_liabilities_shareholders_equity	float	Total liabilities and shareholders equity.

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
accounts_receivable	float	Accounts receivable
marketable_securities	float	Marketable securities
prepaid_expenses	float	Prepaid expenses
other_current_assets	float	Other current assets
total_current_assets	float	Total current assets
property_plant_equipment_net	float	Property plant and equipment net
inventory	float	Inventory
other_non_current_assets	float	Other non-current assets
total_non_current_assets	float	Total non-current assets
intangible_assets	float	Intangible assets
total_assets	float	Total assets
accounts_payable	float	Accounts payable
employee_wages	float	Employee wages
other_current_liabilities	float	Other current liabilities
total_current_liabilities	float	Total current liabilities
other_non_current_liabilities	float	Other non-current liabilities
total_non_current_liabilities	float	Total non-current liabilities
long_term_debt	float	Long term debt
total_liabilities	float	Total liabilities
minority_interest	float	Minority interest
temporary_equity_attributable_to_parent	float	Temporary equity attributable to parent
equity_attributable_to_parent	float	Equity attributable to parent
temporary_equity	float	Temporary equity
preferred_stock	float	Preferred stock
redeemable_non_controlling_interest	float	Redeemable non-controlling interest
redeemable_non_controlling_interest_other	float	Redeemable non-controlling interest other
total_shareholders_equity	float	Total stock holders equity
total_equity	float	Total equity
total_liabilities_and_shareholders_equity	float	Total liabilities and stockholders equity

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.