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# Retrieve an investment income statement

GET https://api.spreadspace.app/api/borrowers/{borrower_id}/extractions/{doc_id}/investment-income-statement

Retrieves a single extracted investment income statement. Requesting a document of any other type returns a 404.

Requires the `extractions:read` scope. Rate limit: 200 requests per minute per key (the `api` lane).

Reference: https://docs.spreadspace.app/api/api-reference/investment-income-statements/get-investment-income-statement

## Authentication

- `Authorization` header (bearer token, required) — Bearer token. Use `ss_live_…` for live data or `ss_test_…` for the sandbox (test mode). See [Authentication](https://docs.spreadspace.app/api/authentication).

## Request

### Path parameters

- `borrower_id` (string, required) — The borrower's id.
- `doc_id` (string, required) — The document's id.

### Headers

- `SpreadSpace-Version` (string, optional) — Pin the API version, e.g. `2026-10-07`. Omit to get the latest. See [Versioning](https://docs.spreadspace.app/api/versioning).

## Response

### 200

OK

- `entity` (string, required, nullable) — The reporting entity's name as printed, when the page prints one.
- `title` (string, required, nullable) — The table's printed title.
- `period` (string, required, nullable) — The period wording printed over the table, such as the years ended, when it prints one.
- `periods` (list of InvestmentIncomeStatementReportData_InvestmentIncomePeriod, required) — The table's figure columns, one entry per column.
- `columns` (integer, required) — Number of figure columns.
- `lines` (list of InvestmentIncomeStatementReportData_InvestmentIncomeLine, required) — The table's printed lines from the first component through net investment income, in print order.
- `net_investment_income` (list of string, required) — Net investment income per column.
- `investment_expenses` (list of string, required, nullable) — Investment expenses per column, as a negative figure; null in a column where the table prints none.
- `gross_investment_income` (list of string, required, nullable) — Gross investment income per column; null when the table prints no gross investment income line.
- `net_investment_income_printed` (list of enum, required) — How each figure of `net_investment_income` is printed, per column: `money`, `dash` for a printed dash, `blank` for an empty cell.
  - Allowed values: `money`, `dash`, `blank`
- `investment_expenses_printed` (list of enum, required) — How the investment expenses are printed, per column: `dash` when every expense cell in the column prints a dash, `blank` when the column prints none, `money` otherwise.
  - Allowed values: `money`, `dash`, `blank`
- `gross_investment_income_printed` (list of enum, required, nullable) — How each figure of `gross_investment_income` is printed, per column; null when the table prints no gross investment income line.
  - Allowed values: `money`, `dash`, `blank`
- `status` (enum, required) — `RECONCILED` when the components less the investment expenses reach the printed net investment income and a printed gross investment income line equals the components above it, in every column; `FLAGGED` otherwise.
  - Allowed values: `RECONCILED`, `FLAGGED`
- `reporting_unit` (enum, required) — The unit the figures are printed in, such as ones or thousands.
  - Allowed values: `ones`, `thousands`, `millions`, `billions`
- `scale_multiplier` (integer, required) — Scale of the printed figures: 1 for whole dollars, 1000 when the table is stated in thousands, 1000000 when it is stated in millions.
- `billing_years` (integer, required) — Years of data billed for the table.
- `cpa_engagement` (integer, optional) — The accountant's level of assurance: 0 unaudited, 1 compiled, 2 reviewed, 3 audited.
- `cpa_engagement_label` (string, optional) — The assurance level in words.
- `presentation` (enum, optional) — How the statement is presented: `formal` when it is presented as issued financial statements; `free_form` when it is a report out of the books (accounting software or a spreadsheet).
  - Allowed values: `formal`, `free_form`
- `signals` (list of InvestmentIncomeStatementReportData_StatementSignal, optional) — Each check of the table that does not hold, in words, when any does not.
- `packet` (InvestmentIncomeStatementReportData_PacketProvenance, optional) — Where the table sat in the financial statement packet it arrived in, when it arrived in one.

## Errors

### 400 Bad Request Error

Bad request: validation failed, the cursor is malformed, or the API version is unknown.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 401 Unauthorized Error

Unauthorized: the bearer token or API key is missing or invalid.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 402 Payment Required Error

Payment required: the standard error envelope with `type` `subscription_required` when the workspace has no active or trialing subscription, or `billing_required` where a plan entitlement applies.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 403 Forbidden Error

Forbidden: authentication succeeded but the caller is not permitted to perform this action, for example an API key missing the required scope, an embed session reaching a loan it was not minted for, or a feature outside the workspace's plan.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 404 Not Found Error

Not found: the resource does not exist or is not visible to the calling tenant.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 429 Too Many Requests Error

Too many requests: the rate limit was hit, or an idempotency-key replay is still in progress.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

### 500 Internal Server Error

Internal server error: an unexpected failure. Quote the `request_id` in support tickets. A mutation sent with an `Idempotency-Key` replays this fault under that key rather than re-running; confirm the resource state before resending with a new key.

- `error` (ApiErrorBody, required) — Inner body of the canonical API error envelope.

## Types

### InvestmentIncomeStatementReportData_InvestmentIncomePeriod

One figure column.

- `label` (string, required, nullable) — The column heading as printed.
- `coverage` (string, required, nullable) — The span the column covers as printed, such as a year ended date, when the table prints one.
- `start` (string, required, nullable) — First day of the period the column covers, when it can be dated.
- `end` (string, required, nullable) — Last day of the period the column covers, when it can be dated.

### InvestmentIncomeStatementReportData_InvestmentIncomeLine

One printed line.

- `label` (string, required) — The line's caption as printed; empty on an unlabelled subtotal.
- `kind` (enum, required) — `component` for an investment income component, `expense` for an investment expense, `gross` for gross investment income, `net` for net investment income, `subtotal` for a line that prints the running total of the lines above it, `caption` for a heading that prints no figures.
  - Allowed values: `component`, `expense`, `gross`, `net`, `subtotal`, `caption`
- `values` (list of string, required) — The line's figure per column; null where the cell is blank.
- `printed` (list of enum, required) — How each cell is printed, per column: `money`, `dash` for a printed dash, `blank` for an empty cell.
  - Allowed values: `money`, `dash`, `blank`

### InvestmentIncomeStatementReportData_StatementSignal

A check of the table that does not hold, or a note about its reporting period.

- `severity` (enum, required) — How much weight the note carries: info or warn.
  - Allowed values: `info`, `warn`
- `code` (enum, required) — The note's identifier.
  - Allowed values: `coverage_unreadable`, `nii_gross_identity_mismatch`, `nii_net_identity_mismatch`, `no_reporting_period`, `year_from_file_metadata`, `year_from_filename`, `year_from_page_image`, `year_matches_print_stamp`
- `detail` (string, required) — The note in words.

### InvestmentIncomeStatementReportData_PacketProvenance

Where a statement sat in the financial statement packet it arrived in, when it arrived in one.

- `section_index` (integer, required) — Position of the statement among the packet's statements, counting from zero.
- `pages` (list of integer, required) — First and last page of the statement within the packet, counting from one.
- `letter_date` (string, required, nullable) — Date of the accountant's letter that accompanied the packet, when the letter printed one.
- `letter_page` (integer, required, nullable) — Page of the packet the accountant's letter is on, when the packet carries one.
- `page_list` (list of integer, optional) — Every page of the packet the statement is printed on, counting from one, when they are not one unbroken run; absent otherwise.

### ApiErrorBody

Inner body of the canonical API error envelope.

- `type` (string, required) — Stable error type identifier. Pattern-match on this value, not the human-readable message.
- `message` (string, required) — Human-readable error message. Subject to wording changes; do not parse.
- `request_id` (string, optional, nullable) — Per-request correlation ID (matches `X-Request-ID` response header). Quote in support tickets.
- `details` (map from string to string, optional, nullable) — Structured detail. Some error types populate documented keys in every environment: a version conflict (409) carries `current_version`, the version the resource is actually at, so the client can reload and re-apply. Free-form diagnostic detail beyond those keys appears in development environments only. An `insufficient_credits` 402 carries `balance_usd`, `reserved_usd`, `in_flight_docs`, `incoming_docs` and `per_doc_reservation_usd` as decimal strings.

## Examples

**Response**

```json
{
  "entity": "LANTERN BAY INSURANCE GROUP, INC.",
  "title": "Net Investment Income",
  "period": "Year ended December 31",
  "periods": [
    {
      "label": "2024",
      "coverage": "Year ended December 31",
      "start": "2024-01-01",
      "end": "2024-12-31"
    },
    {
      "label": "2023",
      "coverage": "Year ended December 31",
      "start": "2023-01-01",
      "end": "2023-12-31"
    },
    {
      "label": "2022",
      "coverage": "Year ended December 31",
      "start": "2022-01-01",
      "end": "2022-12-31"
    }
  ],
  "columns": 3,
  "lines": [
    {
      "label": "Fixed maturity investments",
      "kind": "component",
      "values": [
        "120450000.00",
        "110300000.00",
        "98200000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Short term investments",
      "kind": "component",
      "values": [
        "4100000.00",
        "3900000.00",
        "2050000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Equity investments",
      "kind": "component",
      "values": [
        "2300000.00",
        "2100000.00",
        "1900000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Other investments",
      "kind": "caption",
      "values": [
        null,
        null,
        null
      ],
      "printed": [
        "blank",
        "blank",
        "blank"
      ]
    },
    {
      "label": "Catastrophe bonds",
      "kind": "component",
      "values": [
        "8000000.00",
        "7500000.00",
        "6000000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Other",
      "kind": "component",
      "values": [
        "1150000.00",
        "900000.00",
        "850000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Cash and cash equivalents",
      "kind": "component",
      "values": [
        "600000.00",
        "500000.00",
        "400000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "",
      "kind": "gross",
      "values": [
        "136600000.00",
        "125200000.00",
        "109400000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Investment expenses",
      "kind": "expense",
      "values": [
        "-6600000.00",
        "-5200000.00",
        "-4400000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    },
    {
      "label": "Net investment income",
      "kind": "net",
      "values": [
        "130000000.00",
        "120000000.00",
        "105000000.00"
      ],
      "printed": [
        "money",
        "money",
        "money"
      ]
    }
  ],
  "net_investment_income": [
    "130000000.00",
    "120000000.00",
    "105000000.00"
  ],
  "investment_expenses": [
    "-6600000.00",
    "-5200000.00",
    "-4400000.00"
  ],
  "gross_investment_income": [
    "136600000.00",
    "125200000.00",
    "109400000.00"
  ],
  "net_investment_income_printed": [
    "money",
    "money",
    "money"
  ],
  "investment_expenses_printed": [
    "money",
    "money",
    "money"
  ],
  "gross_investment_income_printed": [
    "money",
    "money",
    "money"
  ],
  "status": "RECONCILED",
  "reporting_unit": "thousands",
  "scale_multiplier": 1000,
  "billing_years": 3
}
```

**SDK Code**

```python
import requests

url = "https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement"

headers = {"Authorization": "Bearer <token>"}

response = requests.get(url, headers=headers)

print(response.json())
```

```javascript
const url = 'https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement';
const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("Authorization", "Bearer <token>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.get("https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement")
  .header("Authorization", "Bearer <token>")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('GET', 'https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement', [
  'headers' => [
    'Authorization' => 'Bearer <token>',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement");
var request = new RestRequest(Method.GET);
request.AddHeader("Authorization", "Bearer <token>");
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = ["Authorization": "Bearer <token>"]

let request = NSMutableURLRequest(url: NSURL(string: "https://api.spreadspace.app/api/borrowers/3f9c2b1e8d7a4c5b9e0f1a2b/extractions/7a1d4e9c2b3f4a5d8e6c1b0f/investment-income-statement")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "GET"
request.allHTTPHeaderFields = headers

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```