DAO Treasury Tracker
A DAO treasury denominated mostly in its own governance token is not the same as a DAO treasury holding stablecoins and ETH. If the token price drops 50%, a token-heavy treasury loses half its real spending power exactly when a project is under the most stress. This skill pulls live treasury composition data and computes that concentration ratio directly, instead of requiring you to read a dashboard by eye.
What it does
- Fetches per-chain treasury balances from DeFiLlama's free
treasury/{slug}API for one or more DAO/protocol slugs. - Sums total treasury value across chains, splits it into "own governance token" vs "other assets" (stablecoins, ETH, other tokens), and computes the own-token concentration percentage.
- Labels each treasury:
DIVERSIFIED(<40% own token),MODERATE CONCENTRATION(40-70%), orTOKEN-CONCENTRATED (high risk)(≥70%). - Lists which chains the treasury holds assets on.
- Handles protocols DeFiLlama doesn't track a treasury for gracefully (reports a per-slug error and continues with the rest of the batch).
What it does NOT do
- It does not estimate runway in months or track DAO spending/burn rate — only the current balance-sheet snapshot.
- It relies entirely on DeFiLlama's treasury module coverage; not every DAO is tracked (many smaller or newer DAOs will return "no treasury data").
Usage
python3 scripts/treasury_tracker.py uniswap lido aave ens gitcoin
python3 scripts/treasury_tracker.py --json uniswap
python3 scripts/treasury_tracker.py --list-protocols
Slugs are DeFiLlama protocol slugs — usually the lowercase project
name. Use --list-protocols to see a sample of valid slugs if unsure.
Output
Table mode shows DAO name, total treasury USD, own-token percentage, and risk label, sorted by concentration (most concentrated first). Failed lookups (untracked protocols, typos) are listed separately so they don't clutter the successful results.
