balance
Get the balance sheet for a given company.
Examples
from openbb import obb
obb.equity.fundamental.balance(symbol='AAPL', provider='fmp')
obb.equity.fundamental.balance(symbol='AAPL', period=annual, limit=5, provider='intrinio')
Parameters
- standard
- fmp
- intrinio
- polygon
- yfinance
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
fiscal_year: int
The specific fiscal year. Reports do not go beyond 2008.
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
filing_date: date
Filing date of the financial statement.
• Optional: True
filing_date_lt: date
Filing date less than the given date.
• Optional: True
filing_date_lte: date
Filing date less than or equal to the given date.
• Optional: True
filing_date_gt: date
Filing date greater than the given date.
• Optional: True
filing_date_gte: date
Filing date greater than or equal to the given date.
• Optional: True
period_of_report_date: date
Period of report date of the financial statement.
• Optional: True
period_of_report_date_lt: date
Period of report date less than the given date.
• Optional: True
period_of_report_date_lte: date
Period of report date less than or equal to the given date.
• Optional: True
period_of_report_date_gt: date
Period of report date greater than the given date.
• Optional: True
period_of_report_date_gte: date
Period of report date greater than or equal to the given date.
• Optional: True
include_sources: bool
Whether to include the sources of the financial statement.
• Default: True
• Optional: True
order: Literal['asc', 'desc']
Order of the financial statement.
• Optional: True
sort: Literal['filing_date', 'period_of_report_date']
Sort of the financial statement.
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: int
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
Returns
results: list[BalanceSheet]
Serializable results.
provider: Optional[Literal['fmp', 'intrinio', 'polygon', 'yfinance']]
Provider name.
warnings: Optional[list[Warning_]]
list of warnings.
chart: Optional[Chart]
Chart object.
extra: dict[str, Any]
Extra info.
Data
- standard
- fmp
- intrinio
- polygon
- yfinance
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.
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.
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.
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
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.