Balance Sheet API

Balance Sheet is a stock balance sheet API that returns the statement of financial position for a US public company by ticker - assets, liabilities and shareholders' equity - straight from SEC filings: current assets, cash, receivables, current liabilities, equity and more. Paid plans add total assets and liabilities, long-term debt, and liquidity and leverage ratios like current ratio, quick ratio and debt-to-equity.

This is a Python wrapper for the Balance Sheet API

Installation

Using pip:

pip install apiverve-balancesheet

Using pip3:

pip3 install apiverve-balancesheet

Configuration

Before using the Balance Sheet API client, you have to setup your account and obtain your API Key. You can get it by signing up at https://apiverve.com

Quick Start

Here's a simple example to get you started quickly:

from apiverve_balancesheet.apiClient import BalancesheetAPIClient

# Initialize the client with your APIVerve API key
api = BalancesheetAPIClient("[YOUR_API_KEY]")

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

try:
    # Make the API call
    result = api.execute(query)

    # Print the result
    print(result)
except Exception as e:
    print(f"Error: {e}")

Usage

The Balance Sheet API documentation is found here: https://docs.apiverve.com/ref/balancesheet. You can find parameters, example responses, and status codes documented here.

Setup

# Import the client module
from apiverve_balancesheet.apiClient import BalancesheetAPIClient

# Initialize the client with your APIVerve API key
api = BalancesheetAPIClient("[YOUR_API_KEY]")

Perform Request

Using the API client, you can perform requests to the API.

Define Query

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

Simple Request

# Make a request to the API
result = api.execute(query)

# Print the result
print(result)

Example Response

{
  "status": "ok",
  "error": null,
  "data": {
    "ticker": "AAPL",
    "company": "Apple Inc.",
    "cik": "0000320193",
    "fiscalYear": 2025,
    "fiscalQuarter": 4,
    "filingType": "10-K",
    "filingDate": "2025-10-31",
    "periodEnd": "2025-09-27",
    "balance": {
      "totalAssets": 359241000000,
      "currentAssets": 147957000000,
      "cash": 35934000000,
      "receivables": 39777000000,
      "inventory": 5718000000,
      "propertyAndEquipment": 49834000000,
      "goodwill": null,
      "intangibles": null,
      "totalLiabilities": 285508000000,
      "currentLiabilities": 165631000000,
      "accountsPayable": 69860000000,
      "longTermDebt": 78328000000,
      "equity": 73733000000,
      "retainedEarnings": -14264000000
    },
    "ratios": {
      "currentRatio": 0.89,
      "quickRatio": 0.86,
      "cashRatio": 0.22,
      "workingCapital": -17674000000,
      "debtToEquity": 3.87,
      "debtToAssets": 0.79,
      "longTermDebtToEquity": 1.06,
      "equityMultiplier": 4.87
    },
    "formatted": {
      "totalAssets": "$359.24B",
      "totalLiabilities": "$285.51B",
      "equity": "$73.73B",
      "workingCapital": "-$17.67B"
    }
  }
}

Error Handling

The API client provides comprehensive error handling through the BalancesheetAPIClientError exception. Here are some examples:

Basic Error Handling

from apiverve_balancesheet.apiClient import BalancesheetAPIClient, BalancesheetAPIClientError

api = BalancesheetAPIClient("[YOUR_API_KEY]")

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

try:
    result = api.execute(query)
    print("Success!")
    print(result)
except BalancesheetAPIClientError as e:
    print(f"API Error: {e.message}")
    if e.status_code:
        print(f"Status Code: {e.status_code}")
    if e.response:
        print(f"Response: {e.response}")

Handling Specific Error Types

from apiverve_balancesheet.apiClient import BalancesheetAPIClient, BalancesheetAPIClientError

api = BalancesheetAPIClient("[YOUR_API_KEY]")

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

try:
    result = api.execute(query)

    # Check for successful response
    if result.get('status') == 'success':
        print("Request successful!")
        print(result.get('data'))
    else:
        print(f"API returned an error: {result.get('error')}")

except BalancesheetAPIClientError as e:
    # Handle API client errors
    if e.status_code == 401:
        print("Unauthorized: Invalid API key")
    elif e.status_code == 429:
        print("Rate limit exceeded")
    elif e.status_code >= 500:
        print("Server error - please try again later")
    else:
        print(f"API error: {e.message}")
except Exception as e:
    # Handle unexpected errors
    print(f"Unexpected error: {str(e)}")

Using Context Manager (Recommended)

The client supports the context manager protocol for automatic resource cleanup:

from apiverve_balancesheet.apiClient import BalancesheetAPIClient, BalancesheetAPIClientError

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

# Using context manager ensures proper cleanup
with BalancesheetAPIClient("[YOUR_API_KEY]") as api:
    try:
        result = api.execute(query)
        print(result)
    except BalancesheetAPIClientError as e:
        print(f"Error: {e.message}")
# Session is automatically closed here

Advanced Features

Debug Mode

Enable debug logging to see detailed request and response information:

from apiverve_balancesheet.apiClient import BalancesheetAPIClient

# Enable debug mode
api = BalancesheetAPIClient("[YOUR_API_KEY]", debug=True)

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

# Debug information will be printed to console
result = api.execute(query)

Manual Session Management

If you need to manually manage the session lifecycle:

from apiverve_balancesheet.apiClient import BalancesheetAPIClient

api = BalancesheetAPIClient("[YOUR_API_KEY]")

query = {
    "ticker": "AAPL",
    "year": 0,
    "quarter": 0
}

try:
    result = api.execute(query)
    print(result)
finally:
    # Manually close the session when done
    api.close()

Customer Support

Need any assistance? Get in touch with Customer Support.

Updates

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Legal

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License

Licensed under the MIT License (MIT)

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