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Retrieve an issuer’s SEC-derived balance sheet history with normalized cash, debt, and equity fields
Audience: application and coding agent.

Coverage and source scope

Use this route to inspect reported balance-sheet positions for one issuer. Choose annual or quarterly cadence and bound the history with limit; balance-sheet rows are point-in-time observations, so do not treat them as duration values. Results are normalized from supported SEC XBRL filings and retain units, period dates, and provenance. See statements reference and freshness and source evidence.

Canonical metadata

  • requestId
  • traceparent
  • provenance
  • freshness
  • materialization

Example request

Example response

Give this prompt to your agent

Failure posture

  • treat non-2xx responses as contract-aware failures, not free-form errors
  • preserve requestId and traceparent in logs and downstream reports
  • if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff