Get balance sheet for a ticker

Retrieves balance sheet data from Yahoo Finance for a specified ticker symbol. Balance sheets show a company's assets, liabilities, and shareholders' equity at a specific point in time.

Usage

get_balance_sheet(
  ticker,
  freq = c("annual", "quarterly"),
  start = NULL,
  end = NULL,
  balance_keys = NULL,
  pretty = TRUE,
  wide = TRUE,
  proxy = NULL,
  output = c("tibble", "response", "request")
)

Arguments

ticker

A ticker object created with get_tickers() or a ticker symbol string

freq

Frequency of data: "annual" or "quarterly" (default "annual")

start

Start timestamp as date, datetime, or string (default EOY 2016)

end

End timestamp as date, datetime, or string (default current timestamp)

balance_keys

Vector of specific balance sheet keys to include (default all) See valid_balance_keys for available options.

pretty

Format column names to be more readable (default TRUE)

wide

Return data in wide format with dates as columns (default TRUE). If FALSE, returns data in long format with a date column.

proxy

Optional proxy settings for the request

output

Object to return. Can be "tibble", "response", or "request" (default "tibble")

Value

Either a tibble with balance sheet data, an httr2 response object, or an httr2 request object depending on the value of the output argument.

Available Balance Keys

Examples:

• TotalAssets

• TotalCapitalization

• CurrentAssets

See valid_balance_keys for a full list of available balance keys.

Examples

if (FALSE) { # \dontrun{
apple <- get_tickers("AAPL")

# Get annual balance sheet
balance_sheet <- get_balance_sheet(apple)

# Get quarterly balance sheet
quarterly_balance <- get_balance_sheet(apple, freq = "quarterly")

# Get specific balance sheet items
assets_liabilities <- get_balance_sheet(apple,
  balance_keys = c("TotalAssets", "TotalLiabilities")
)

# Get data for a specific time period
balance_2020_2022 <- get_balance_sheet(apple,
  start = "2020-01-01",
  end = "2022-12-31"
)
} # }