TL;DR
WOOF! has developed a comprehensive platform to track the Compound DAO’s financial activity, including treasury growth, vendor and program runway, and market-generated fees. The platform relies entirely on dynamic on-chain data, features robust dashboards, and allows users to download raw datasets. Additionally, other platforms and service providers can easily integrate this data into their own dashboards.
Problem
Compound DAO generates fees from various sources and holds crypto assets across multiple on-chain entities. However, there is currently no unified or accurate view of the DAO’s total asset holdings. Similarly, vendors, community initiatives, and bug bounty programs operate with individual budgets, yet there is no clear visibility into their collective runway.
This platform consolidates all relevant financial data into a single source of truth, enabling stakeholders to analyze the DAO’s financial health, track budget burn, and understand treasury composition.
Explore the Platform and Code
The Compound Financial Tracking Platform is fully open-source and available for community review and contribution. You can explore the live dashboards at compound.woof.software. Both the frontend and backend repositories are public:
- Frontend: github.com/woof-software/compound-reserve-growth-frontend
- Backend: github.com/woof-software/compound-reserve-growth-backend
Feel free to fork, open issues, or suggest improvements — we welcome community engagement at all levels.
Functionality Overview
Treasury
- Total holdings overview
- Breakdown of:
- COMP holdings
- ETH-collateralized holdings
- BTC-collateralized holdings
- Treasury composition pie chart with filters for chain, market, and asset type
- Historical trends of treasury value via linear charts
- Treasury balance by network
- Exportable raw treasury holdings in CSV format
Runway
- Total annualised DAO expenses
- Service provider DAO expenses
- DAO initiatives expenses
- Annualised pie chart expenses
- Service providers’ pie chart expenses
- Current initiatives pie chart expenses
- Full DAO expenses in raw format
Revenue
- Yearly revenue breakdown
- YoY Growth
- Revenue overview of chains with a pie chart
- Compound cumulative revenue linear graphic
- Compound fee revenue bar chart
- Compound fee revenue by chain with different intervals
- Compound revenue by grouped sources: V2, V3, Aera Reserves
- Compound Fee Revenue by Chain
Use Cases
- Prepare analytics for the Staked COMP initiative
- Optimize interest rate curves to maximize protocol fees
- Guide business development with fee-driven market insights
- Improve yield strategies through treasury asset reallocation
V2 Development Proposal
We plan to expand the platform with the following features in V2 to provide deeper financial and protocol-level insights:
OEV Dashboards
Track revenue generated through Oracle Extractable Value (OEV) monetization. This will include visibility into:
- Total fees captured via OEV
- Breakdown by asset, market, and chain
- Current OEV integration coverage across Compound markets
Incentive Efficiency Dashboards
Visualize the historical spending on incentives and compare it against revenue generation over time. The goal is to help the DAO evaluate:
- Incentive program effectiveness on a per-market basis
- Opportunities to optimize incentive allocation based on ROI
CAPO Monitoring
Monitor CAPO (Correlated Asset Price Oracle) behavior across the protocol. This includes:
- A real-time view of where CAPO is implemented
- Contextual metrics on its performance and impact
These features aim to further support data-driven decision making around revenue generation, risk, and capital efficiency.
Get Involved
We’ve done our best to capture all known sources of DAO-owned assets and spending across Compound, but we know there’s always room to improve. If you spot missing data, inconsistencies, or have ideas for new features, please open an issue on GitHub or reach out directly — your feedback will help strengthen this resource for the entire community.
We also welcome community involvement beyond issue reporting:
- Share your insights using the dashboards — write forum posts, tweets, or research pieces highlighting DAO trends, treasury strategies, or fee dynamics.
- Encourage the DAO to consider treasury growth modeling and structured financial reporting.
- Help shape the platform’s roadmap by providing feedback on:
- The design and utility of the proposed V2 features (OEV tracking, incentive efficiency)
- Usability and clarity of the current dashboards
- Additional metrics or views that could support DAO decision-making
Together, we can establish a shared source of truth for Compound’s financial activity and drive more data-informed decisions.