Balance Statement

API Enterprise

The balance sheet for one reporting period: assets, liabilities and equity.

Available Data Points:

  • estimatedValues: True when the requested period is beyond the company's latest reported one, so the figures are analyst estimates rather than reported actuals.
  • currentAssets: Assets not otherwise broken out that convert to cash within a year.
  • cashAndCashEquivalents: Cash and cash equivalents.
  • shortTermInvestments: Investments convertible to cash within a year.
  • accountsReceivable: Amounts owed to the company by customers.
  • inventory: Raw materials, work in progress and finished goods.
  • prepaidExpenses: Expenses paid in advance.
  • totalCurrentAssets: Total assets expected to convert to cash within a year.
  • propertyPlantAndEquipment: Gross property, plant and equipment.
  • accumulatedDepreciation: Cumulative depreciation against property, plant and equipment.
  • netPpAndE: Property, plant and equipment net of accumulated depreciation.
  • longTermAssets: Non-current assets not otherwise broken out.
  • goodwill: Goodwill from acquisitions.
  • otherIntangibles: Intangible assets other than goodwill.
  • deferredTaxAssets: Deferred tax assets.
  • totalAssets: Total assets.
  • netDebt: Total debt less cash and cash equivalents.
  • debt: Total debt.
  • accountsPayable: Amounts owed by the company to suppliers.
  • accruedExpenses: Expenses incurred but not yet paid.
  • currentPortionOfLtDebt: Long-term debt due within a year.
  • totalCurrentLiabilities: Total liabilities due within a year.
  • longTermDebt: Debt due beyond a year.
  • longTermLeases: Lease liabilities due beyond a year.
  • totalLiabilities: Total liabilities.
  • commonStock: Par value of common stock issued.
  • additionalPaidInCapital: Capital raised above par value.
  • retainedEarnings: Cumulative net income retained rather than distributed.
  • treasuryStock: Value of shares repurchased by the company.
  • totalEquity: Total shareholders' equity.

JSON only

The row is one nested 'fundamentals' object whose keys depend on the category, so there is no tabular form to render: these endpoints return JSON only, and 'format=csv' is not offered.

Try it out! You can test the API with the trial key TEST. Simply include it in your request headers; either here, or add the header "Ortex-Api-Key": "TEST" to your http request.

Trial key restrictions: Trial keys may be limited to a specific date range and set of regions. Requests outside the allowed regions or entirely outside the allowed date range are rejected; a date window that partially overlaps the allowed range is trimmed to it, reported in meta.restriction.

Get full access! Contact [email protected]

Path Params
string
required

Where to find the instrument: a venue (exchange symbol, MIC or ISO-2 country) or an identifier scheme (tid, sid, cid, isin, figi). See Identifying an instrument.

string
required

The ticker on that venue, or the value in that scheme. An ISIN, sid, cid or share-class FIGI answers for the main listing only; reference/listings lists the others. See Identifying an instrument.

Query Params
string
required

The reporting period to return: a fiscal year as YYYY (e.g. 2023) or a fiscal quarter as YYYYQx (e.g. 2024Q3, x = 1-4; the Q may be lower case). A period beyond the company's latest reported one returns analyst estimates instead of actuals — see estimatedValues in the response.

Or ask for the latest reported figures instead of naming a period, with either of two case-insensitive selectors:

  • LASTY — the most recent fiscal year with reported figures.
  • LASTQ — the most recent fiscal quarter with reported figures.

Both resolve to actuals, never estimates (estimatedValues: false). The period they resolved to is reported back in resolved.period, while request.period echoes the selector you sent — so a stored request stays reproducible while you can still see which period answered it. A company with no reported figures at all returns an empty 200 with meta.emptyReason, not an error.

integer

Page number within the paginated result set. Must be >= 1. Defaults to 1.

integer

Number of rows per page. The default and the maximum allowed depend on the API tier; a value above the tier maximum is rejected with 400 invalidPageSize.

Responses

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Response
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