Balance Sheet Statements

Retrieves the balance sheet statement data for the specified tickers. The balance sheet statement is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It shows the company’s assets, liabilities, and shareholders’ equity. The balance sheet statement is divided into three main sections:

• Assets: Assets are resources owned by the company that have economic value and can be used to generate revenue. Assets are typically divided into current assets and non-current assets.
• Liabilities: Liabilities are obligations that the company owes to external parties. Liabilities are also divided into current liabilities and non-current liabilities.
• Shareholders’ Equity: Shareholders’ equity represents the company’s net worth or book value. It is calculated as the difference between the company’s assets and liabilities.

Note that the balance sheet statement is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. Therefore, trailing results are not available for this statement.

With convert_currency, the statement is converted to the currency of the historical data at the closing rate, the exchange rate at the end of each period (IAS 21.39).

Also known as: assets, liabilities, shareholders equity, financial position.

Balance Sheet Statements in Python or via the MCP

Install the Finance Toolkit with:

pip install financetoolkit -U

Then call get_balance_sheet_statement as shown below.

from financetoolkit import Toolkit

toolkit = Toolkit(
    ["NEE", "DUK", "SO"],
    api_key="FINANCIAL_MODELING_PREP_KEY",
    start_date="2021-01-01",
    end_date="2025-12-31",
)

toolkit.get_balance_sheet_statement(show_columns=["Total Debt"])

Or, after setting up the Finance Toolkit MCP, ask:

Which returns:

Parameters

get_balance_sheet_statement accepts the following parameters.

Related Statements