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
• polygon

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	Literal['annual', 'quarter']	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	Literal['annual', 'quarter']	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	True
cik	str	Central Index Key (CIK) of the company.	None	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	Literal['annual', 'quarter']	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	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.	None	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

Data

• Standard
• fmp
• intrinio

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data.
cik	str	Central Index Key (CIK) for the requested entity.
currency	str	Reporting currency.
filling_date	date	Filling date.
accepted_date	datetime	Accepted date.
period	str	Reporting period of the statement.
cash_and_cash_equivalents	float	Cash and cash equivalents
short_term_investments	float	Short-term investments
long_term_investments	float	Long-term investments
inventory	float	Inventory
net_receivables	float	Receivables, net
marketable_securities	float	Marketable securities
property_plant_equipment_net	float	Property, plant and equipment, net
goodwill	float	Goodwill
assets	float	Total assets
current_assets	float	Total current assets
other_current_assets	float	Other current assets
intangible_assets	float	Intangible assets
tax_assets	float	Accrued income taxes
non_current_assets	float	Total non-current assets
other_non_current_assets	float	Other non-current assets
account_payables	float	Accounts payable
tax_payables	float	Accrued income taxes
deferred_revenue	float	Accrued income taxes, other deferred revenue
other_assets	float	Other assets
total_assets	float	Total assets
long_term_debt	float	Long-term debt, Operating lease obligations, Long-term finance lease obligations
short_term_debt	float	Short-term borrowings, Long-term debt due within one year, Operating lease obligations due within one year, Finance lease obligations due within one year
liabilities	float	Total liabilities
other_current_liabilities	float	Other current liabilities
current_liabilities	float	Total current liabilities
total_liabilities_and_total_equity	float	Total liabilities and total equity
other_non_current_liabilities	float	Other non-current liabilities
non_current_liabilities	float	Total non-current liabilities
total_liabilities_and_stockholders_equity	float	Total liabilities and stockholders' equity
other_stockholder_equity	float	Other stockholders equity
total_stockholders_equity	float	Total stockholders' equity
other_liabilities	float	Other liabilities
total_liabilities	float	Total liabilities
common_stock	float	Common stock
preferred_stock	float	Preferred stock
accumulated_other_comprehensive_income_loss	float	Accumulated other comprehensive income (loss)
retained_earnings	float	Retained earnings
minority_interest	float	Minority interest
total_equity	float	Total equity

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data.
cik	str	Central Index Key (CIK) for the requested entity.
currency	str	Reporting currency.
filling_date	date	Filling date.
accepted_date	datetime	Accepted date.
period	str	Reporting period of the statement.
cash_and_cash_equivalents	float	Cash and cash equivalents
short_term_investments	float	Short-term investments
long_term_investments	float	Long-term investments
inventory	float	Inventory
net_receivables	float	Receivables, net
marketable_securities	float	Marketable securities
property_plant_equipment_net	float	Property, plant and equipment, net
goodwill	float	Goodwill
assets	float	Total assets
current_assets	float	Total current assets
other_current_assets	float	Other current assets
intangible_assets	float	Intangible assets
tax_assets	float	Accrued income taxes
non_current_assets	float	Total non-current assets
other_non_current_assets	float	Other non-current assets
account_payables	float	Accounts payable
tax_payables	float	Accrued income taxes
deferred_revenue	float	Accrued income taxes, other deferred revenue
other_assets	float	Other assets
total_assets	float	Total assets
long_term_debt	float	Long-term debt, Operating lease obligations, Long-term finance lease obligations
short_term_debt	float	Short-term borrowings, Long-term debt due within one year, Operating lease obligations due within one year, Finance lease obligations due within one year
liabilities	float	Total liabilities
other_current_liabilities	float	Other current liabilities
current_liabilities	float	Total current liabilities
total_liabilities_and_total_equity	float	Total liabilities and total equity
other_non_current_liabilities	float	Other non-current liabilities
non_current_liabilities	float	Total non-current liabilities
total_liabilities_and_stockholders_equity	float	Total liabilities and stockholders' equity
other_stockholder_equity	float	Other stockholders equity
total_stockholders_equity	float	Total stockholders' equity
other_liabilities	float	Other liabilities
total_liabilities	float	Total liabilities
common_stock	float	Common stock
preferred_stock	float	Preferred stock
accumulated_other_comprehensive_income_loss	float	Accumulated other comprehensive income (loss)
retained_earnings	float	Retained earnings
minority_interest	float	Minority interest
total_equity	float	Total equity
calendar_year	int	Calendar Year
cash_and_short_term_investments	int	Cash and Short Term Investments
goodwill_and_intangible_assets	int	Goodwill and Intangible Assets
deferred_revenue_non_current	int	Deferred Revenue Non Current
total_investments	int	Total investments
capital_lease_obligations	int	Capital lease obligations
deferred_tax_liabilities_non_current	int	Deferred Tax Liabilities Non Current
total_debt	int	Total Debt
net_debt	int	Net Debt
link	str	Link to the statement.
final_link	str	Link to the final statement.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data.
cik	str	Central Index Key (CIK) for the requested entity.
currency	str	Reporting currency.
filling_date	date	Filling date.
accepted_date	datetime	Accepted date.
period	str	Reporting period of the statement.
cash_and_cash_equivalents	float	Cash and cash equivalents
short_term_investments	float	Short-term investments
long_term_investments	float	Long-term investments
inventory	float	Inventory
net_receivables	float	Receivables, net
marketable_securities	float	Marketable securities
property_plant_equipment_net	float	Property, plant and equipment, net
goodwill	float	Goodwill
assets	float	Total assets
current_assets	float	Total current assets
other_current_assets	float	Other current assets
intangible_assets	float	Intangible assets
tax_assets	float	Accrued income taxes
non_current_assets	float	Total non-current assets
other_non_current_assets	float	Other non-current assets
account_payables	float	Accounts payable
tax_payables	float	Accrued income taxes
deferred_revenue	float	Accrued income taxes, other deferred revenue
other_assets	float	Other assets
total_assets	float	Total assets
long_term_debt	float	Long-term debt, Operating lease obligations, Long-term finance lease obligations
short_term_debt	float	Short-term borrowings, Long-term debt due within one year, Operating lease obligations due within one year, Finance lease obligations due within one year
liabilities	float	Total liabilities
other_current_liabilities	float	Other current liabilities
current_liabilities	float	Total current liabilities
total_liabilities_and_total_equity	float	Total liabilities and total equity
other_non_current_liabilities	float	Other non-current liabilities
non_current_liabilities	float	Total non-current liabilities
total_liabilities_and_stockholders_equity	float	Total liabilities and stockholders' equity
other_stockholder_equity	float	Other stockholders equity
total_stockholders_equity	float	Total stockholders' equity
other_liabilities	float	Other liabilities
total_liabilities	float	Total liabilities
common_stock	float	Common stock
preferred_stock	float	Preferred stock
accumulated_other_comprehensive_income_loss	float	Accumulated other comprehensive income (loss)
retained_earnings	float	Retained earnings
minority_interest	float	Minority interest
total_equity	float	Total equity
note_receivable	float	Notes and lease receivable.
net_ppe	float	Plant, property, and equipment, net.
total_noncurrent_assets	float	Total noncurrent assets.
current_deferred_revenue	float	Current deferred revenue.
other_noncurrent_liabilities	float	Other noncurrent operating liabilities.
total_noncurrent_liabilities	float	Total noncurrent liabilities.
commitments_and_contingencies	float	Commitments and contingencies.
aoci	float	Accumulated other comprehensive income / (loss).
total_common_equity	float	Total common equity.
total_equity_and_noncontrolling_interests	float	Total equity & noncontrolling interests.
total_liabilities_and_equity	float	Total liabilities & shareholders' equity.