# Financial Datasets AI – Balance Sheets

> Financial Datasets AI – Balance Sheets is a paid API for AI agents from api.financialdatasets.ai, paid per call via x402, $0.02/call, status unknown (last checked 2026-10-27).

Returns standardized balance sheet data (assets, liabilities, equity, cash, debt) for a US-listed company by ticker or CIK, sourced from SEC filings, for annual, quarterly, or TTM periods.

## Facts

- Endpoint: GET https://api.financialdatasets.ai/financials/balance-sheets?utm_source=zero.xyz
- Price: $0.02/call
- Payment: x402
- Status: unknown
- Last checked: 2026-10-27
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/financial-datasets-ai-balance-sheets-16e58eff
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_x9-cfjIIw7tOCapmroVZ4

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability financial-datasets-ai-balance-sheets-16e58eff
```

Example prompt: Pull the last 8 quarterly balance sheets for Apple (ticker AAPL) from SEC filings — I need total assets, total liabilities, shareholders equity, and cash.

## When to prefer this

Use this endpoint when you need standardized balance sheet line items — assets, liabilities, equity, cash, debt — sourced directly from SEC filings for any US-listed company. Prefer this over income statement or cash flow endpoints when the question is about financial position (what a company owns and owes) rather than performance or cash flow. Choose this over real-time metrics endpoints when you need historical or multi-period data, or when you need the granular line items rather than computed ratios.

## Known failure modes

- Missing required 'period' parameter returns a 400 validation error
- Invalid or unknown ticker/CIK returns an empty result set or 404
- Requesting data for a period before a company's SEC filing history returns no records
- Exceeding API credit balance or unpaid x402 payment returns a 402 Payment Required
- Rate limiting or server errors return 429 or 5xx responses
- Invalid date format for filing_date or report_period filters causes a 400 error

## How this service works

Balance sheets for a company by ticker or CIK, standardized from SEC filings: assets, liabilities, equity, cash, debt and their main line items. Period annual, quarterly or ttm; filter by report_period or filing_date. Use when an agent needs assets, debt, cash or equity as reported. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

## Output

A paginated list of balance sheet records, each containing standardized line items including total assets, total liabilities, shareholders equity, cash and equivalents, total debt, long-term debt, current assets, current liabilities, goodwill, retained earnings, and other standard balance sheet fields, along with the report period and SEC filing date. Includes a next_page_url cursor for pagination.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [
      "period"
     ],
     "properties": {
      "cik": {
       "type": "string",
       "description": "The Central Index Key (CIK) of the company."
      },
      "limit": {
       "type": "integer",
       "description": "The maximum number of balance sheets to return This is the total across all pages, not a page size: each page holds up to 10 records, linked"
      },
      "cursor": {
       "type": "string",
       "description": "Opaque pagination cursor from a previous response's next_page_url."
      },
      "period": {
       "enum": [
        "annual",
        "quarterly",
        "ttm"
       ],
       "type": "string",
       "description": "The time period of the balance sheets."
      },
      "ticker": {
       "type": "string",
       "description": "The ticker symbol."
      },
      "filing_date": {
       "type": "string",
       "description": "Filter by exact SEC filing date in YYYY-MM-DD format."
      },
      "report_period": {
       "type": "string",
       "description": "Filter by exact report period date in YYYY-MM-DD format."
      },
      "filing_date_gt": {
       "type": "string",
       "description": "Filter by SEC filing date greater than date in YYYY-MM-DD format."
      },
      "filing_date_lt": {
       "type": "string",
       "description": "Filter by SEC filing date less than date in YYYY-MM-DD format."
      },
      "filing_date_gte": {
       "type": "string",
       "description": "Filter by SEC filing date greater than or equal to date in YYYY-MM-DD format."
      },
      "filing_date_lte": {
       "type": "string",
       "description": "Filter by SEC filing date less than or equal to date in YYYY-MM-DD format."
      },
      "report_period_gt": {
       "type": "string",
       "description": "Filter by report period greater than date in YYYY-MM-DD format."
      },
      "report_period_lt": {
       "type": "string",
       "description": "Filter by report period less than date in YYYY-MM-DD format."
      },
      "report_period_gte": {
  
… (truncated)
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/financial-datasets-ai-balance-sheets-16e58eff/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from api.financialdatasets.ai](https://www.zero.xyz/host/api.financialdatasets.ai/llms.txt)