Compound Financial Tracking Platform: Treasury, Runway, Fees

[woof]

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.

[woof]

V1 Improvements

TL; DR

We’ve upgraded the Compound Financial Tracking Platform with a fully responsive mobile and tablet experience, delivered a round of general UI improvements, and introduced powerful filtration upgrades - including Clear all, Select all, and a new Chain ↔ Market matrix. These updates make it faster to explore on-chain data, compare markets across chains, and export exactly the slices you need.

What’s New

1. Mobile Version — now pocket-ready

• All three dashboards (Treasury, Runway, Revenue) are optimized for smaller screens.
• Key KPIs, charts, and tables adapt to a stacked layout for quick scanning and one-hand use.
• Filters collapse into a tidy drawer so you can apply changes without losing context.

2. Tablet Version — built for meetings and multitasking

• Responsive layouts scale gracefully for 10–13″ screens.
• Split views preserve both filters and visualizations side by side.
• Tap targets, hover states, and tooltips tuned for touch + pointer devices.

3. General UI Improvements — clarity and speed

• Sharper typography and spacing for denser information without clutter.
• Cleaner legends, axis labels, and tooltips for time-series and pie/bar charts.
• Subtle loading states and transitions for better perceived performance.
• Consistent button hierarchy across pages (primary/secondary/tertiary).

4. Filtration Upgrades — faster slicing, cleaner exports

• Clear all: instantly reset the current filter set to a neutral state.
• Select all: bulk-include all chains/markets/assets, then quickly deselect a few.
• Chain ↔ Market matrix: a new relation between Chain and Market dropdowns, making them change depending on what’s selected, try it out.
• Exports respect your active filters so CSVs match exactly what you see.

Area-by-Area Highlights

Treasury

• Mobile/tablet views for Total holdings, composition, and historical trends.
• Matrix selection accelerates and improves chain ↔ market selection.
• Quicker path from filter → chart → CSV export.

Runway

• Responsive cards for annualised DAO expenses, service provider spend, and initiatives.
• UI refinements to pie charts and legends to make category comparisons clearer on small screens.
• One-tap Clear all to reset scenario analysis during calls.

Revenue

• Streamlined reading of YoY Growth, cumulative revenue, and fee breakdowns on mobile.
• Easier multi-selection of chains and sources (V2, V3, Aera Reserves) via Select all + granular unchecking.

Why this matters

• Accessibility: core insights are now equally usable on phones and tablets.
• Speed to insight: bulk actions + the matrix cut friction for complex comparisons.
• Consistency: a tighter design system reduces cognitive load across pages.
• Trustworthy outputs: exports mirror exactly what’s on screen.

Explore the Platform and Code

Live dashboards: compound.woof.software
Frontend: GitHub - woof-software/compound-reserve-growth-frontend
Backend: GitHub - woof-software/compound-reserve-growth-backend

Open issues, fork, or propose improvements—we welcome contributions!

Get Involved

• Report any mobile/tablet quirks and filter edge cases.
• Suggest additional for the Filter matrixes.
• Share analyses or visualizations built from the filtered CSVs.

Together we’re making Compound’s financial data easier to explore - everywhere, on any device.

[woof]

V2 Improvements

TL;DR

WOOF! just shipped V2 of the Compound Financial Tracking Platform with three new data domains - Incentives, OEV, and CAPO plus full tablet and mobile layouts. These pages extend our on-chain, exportable analytics so DAO contributors can evaluate incentive efficiency, quantify OEV revenue capture, and track CAPO safeguards across markets and networks.

Problem

Compound DAO’s economics are dynamic and multi-sided:

• Incentives are distributed across chains and markets, but their effectiveness vs. fees is hard to assess without unified spend + outcome views.
• OEV (Oracle Extractable Value) integrations generate revenue, yet coverage and capture vary by asset, market, and chain.
• CAPO (Correlated Asset Price Oracle) introduces risk controls, but stakeholders need clear visibility into where it’s enabled and how prices behave against configured restrictions.

V2 consolidates these views so governance, service providers, and researchers can reason from the same ground truth.

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.

New Functionality Overview In V2

Incentives

Goal: Make incentive spend legible and comparable across networks, markets, and time.

Highlights

• Top-line KPIs: total lend incentives, borrow incentives, receivables/allocated totals, and total fees generated for quick context.
• Current spend by chain: bar chart + tabular breakdown (chain, market, spend, share, last update).
• Historical expenses by networks: multi-series line chart to observe program cadence and tapering.
• Fees disbursed vs. incentives: time-series view to evaluate alignment between spend and realized fees.
• Daily expenses table: export CSV; paginate and filter by chain/market; quick “Download raw data” entry point.

Common Actions

• Filter by chain, market, and time window.
• Compare ROI by contrasting periods before/after parameter changes.
• Export raw rows for off-chain modeling.

OEV

Note: The OEV page won’t be present in current V2 but we are doing our best and our prediction is that OEV will be available soon, so stay tuned!

Goal: Track OEV coverage and revenue capture end-to-end.

Highlights

• Annual OEV fee cards: BTC-collateralized, ETH-collateralized, stablecoins, and Total OEV fees captured.
• OEV presence by market & collateral: tabular explorer with chain, market, collateral, provider, and presence status (+ quick pivots to external sources when available).
• OEV captured fees by network & market: column chart with totals and per-market shares.
• Returned fees to the Compound protocol: auditable list of tx-level returns (timestamped), with CSV export.

Common Actions

• Identify coverage gaps (markets without OEV).
• Quantify per-market contributions to OEV revenue.
• Track providers and compare fee share outcomes.

CAPO

Goal: Provide transparent monitoring of CAPO adoption and behavior.

Highlights

• Collateral price vs. restriction registry: market, chain, collateral, configured restriction, and price feed source.
• Specific collateral price against restriction: multi-series chart (collateral vs. base asset vs. restriction) with zoom controls for incident review.
• Quickly see where CAPO is enabled and whether price action approached configured thresholds.

Common Actions

• Verify CAPO deployment coverage across markets.
• Analyze stress periods by scrubbing the timeline to spikes.
• Export data for incident retros and risk reports.

Tablet & Mobile Adaptive

• Responsive layout across all three pages (including legends, tooltips, and sticky filters).
• Touch-friendly charts (larger hit-areas for data points; simplified hover tooltips on small screens).
• Adaptive tables with column priority, horizontal scroll, and compact summary rows.
• CSV export preserved on mobile.
• Performance tuned for low-bandwidth/cellular contexts.

How These Views Work Together

• Efficiency loop: Pair Incentives spend with Revenue/OEV outcomes to score ROI per chain/market.
• Coverage to capture: Use OEV presence to explain capture deltas; target integrations where the uplift is largest.
• Risk with context: Consult CAPO alongside Treasury/Runway to relate risk controls to balance-sheet exposure.

Use Cases

• Draft a proposal adjusting incentives by showing spend-to-fee ratios over time.
• Prioritize OEV integrations where uncovered markets show high potential deltas.
• Produce a risk memo evidencing CAPO thresholds during volatile windows.
• Build an ops dashboard that fuses our CSV exports with internal analytics.

Data & Methods

• 100% on-chain sourced, normalized via our backend indexers.
• Deterministic transforms with transparent repos; output tables and chart series are exportable.
• Reproducible queries so researchers can validate or extend analyses.