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Overview

The yf_ticker_balance_sheet tool retrieves balance sheet data for a specified ticker symbol. Balance sheets provide a snapshot of a company’s financial position, showing assets, liabilities, and shareholders’ equity at a specific point in time.

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Parameters

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ticker
string
required
Ticker symbol to retrieve balance sheet for (e.g., “AAPL”, “MSFT”, “GOOGL”)
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as_dict
boolean
default:"false"
Return the data as a dictionary instead of a DataFrame format
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pretty
boolean
default:"false"
Return human-readable formatted output with better formatting for display
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freq
string
default:"yearly"
Frequency of the financial data to retrieve:
  • yearly - Annual balance sheets
  • quarterly - Quarterly balance sheets
  • trailing - Most recent trailing period data
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response_format
string
default:"json"
Format for the response:
  • json - Returns structured JSON data
  • markdown - Returns a formatted markdown table
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preview_limit
number
default:"25"
When using response_format="markdown", limits the number of rows displayed (1-200)
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save
object
Options to save the result to a file:
  • format - Either “csv” or “json”
  • filename - Optional custom filename (defaults to auto-generated)

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Data Returned

The balance sheet typically includes:

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Assets

  • Current Assets - Cash, accounts receivable, inventory, etc.
  • Cash and Cash Equivalents - Liquid assets
  • Accounts Receivable - Money owed by customers
  • Inventory - Goods available for sale
  • Property, Plant & Equipment - Long-term physical assets
  • Intangible Assets - Goodwill, patents, trademarks
  • Total Assets - Sum of all assets

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Liabilities

  • Current Liabilities - Short-term obligations due within one year
  • Accounts Payable - Money owed to suppliers
  • Short-term Debt - Debt due within one year
  • Long-term Debt - Debt due beyond one year
  • Total Liabilities - Sum of all liabilities

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Equity

  • Common Stock - Par value of issued shares
  • Retained Earnings - Accumulated profits reinvested
  • Treasury Stock - Company’s own shares bought back
  • Total Stockholders’ Equity - Assets minus liabilities
The balance sheet follows the accounting equation: Assets = Liabilities + Equity

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Examples

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Yearly Balance Sheet

Retrieve annual balance sheet data: 
{
  "ticker": "AAPL",
  "freq": "yearly"
}

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Quarterly Balance Sheet

Get quarterly snapshots of financial position: 
{
  "ticker": "JPM",
  "freq": "quarterly"
}

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With Dictionary Format

Retrieve balance sheet as a dictionary: 
{
  "ticker": "BAC",
  "freq": "yearly",
  "as_dict": true
}

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Pretty Formatted Output

Get human-readable formatted data: 
{
  "ticker": "WFC",
  "freq": "quarterly",
  "pretty": true,
  "response_format": "markdown"
}

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Save to JSON

Retrieve and save the balance sheet to a JSON file: 
{
  "ticker": "GS",
  "freq": "yearly",
  "save": {
    "format": "json",
    "filename": "goldman_sachs_balance_sheet.json"
  }
}

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