How to Use Step Finance: Solana's Complete Portfolio Tracker and DeFi Dashboard (2026)
Step Finance is Solana's most comprehensive portfolio management dashboard. This guide covers how to track your entire Solana portfolio, monitor LP positions, analyze your transaction history, and use Step's DeFi features — all in one place.
MadeOnSol··Updated · 8 min read
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Transaction History
The Transactions section provides a categorized history of all your on-chain activity:
Swaps: Token exchanges with input/output amounts and fees
Each transaction shows a human-readable description, the wallet involved, and links to Solscan for full transaction details.
This is useful for tax purposes — many users export their Step transaction history to crypto tax software like Koinly or CoinLedger.
Staking Tracker
Step tracks native SOL staking positions:
Validator name and commission
Staked SOL amount
Accrued rewards (pending + historical)
Effective APY from the validator
For liquid staking (JitoSOL, mSOL, JupSOL), your LST holdings appear in the Tokens section with the underlying SOL value displayed.
Multi-Wallet View
One of Step's most useful features for power users: multi-wallet tracking.
To add multiple wallets:
Click the wallet selector in the top right
Select "Add Wallet"
Paste the address of any additional wallet
All wallets are aggregated into one portfolio view
You can add both your own wallets and watch any public wallet — useful for tracking wallets you're copying or monitoring smart money movements.
Step Token (STEP) and xSTEP Staking
Historically, Step Finance had the STEP token and xSTEP staking model described below. That utility belonged to the operating platform and should not be read as a current product feature after the February 2026 shutdown.
How xSTEP works
Go to the xSTEP section in Step Finance
Stake your STEP tokens to receive xSTEP
xSTEP slowly appreciates vs STEP as fees are collected
Unstake at any time to receive STEP + accumulated yield
The xSTEP/STEP ratio increases over time as trading fees flow into the staking pool. This makes xSTEP a simple way to earn yield correlated with Step's usage.
Step Finance vs Other Solana Portfolio Trackers
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Live health scores, average ratings, and direct links on MadeOnSol.
Managing a Solana DeFi portfolio across multiple protocols — DEX positions, LP pools, lending markets, staking, and token holdings — can quickly become overwhelming. Step Finance was built to solve this problem: while it operated, it served as a unified dashboard that pulled data from major Solana protocols into one portfolio view.
Step Finance shut down in February 2026. This guide is preserved as historical documentation of how the product worked. Do not connect a wallet expecting the old dashboard to be an active service. For a current Solana portfolio workflow, use Jupiter Portfolio or another live tracker.
What Is Step Finance?
Step Finance was one of Solana's original portfolio-management platforms. It launched in 2021 and expanded across DeFi before shutting down in February 2026 after its treasury breach and subsequent wind-down.
Key features:
Portfolio overview: Total value of all assets across all wallets
LP position tracking: Monitor impermanent loss, fees earned, and current value of Raydium, Orca, and Meteora positions
Yield farming dashboard: Track rewards accumulating across DeFi protocols
Transaction history: Categorized history of all on-chain activity
Yield analytics: Compare APYs across protocols in one view
Step token (STEP): Native token with xSTEP staking for a share of platform fees
Getting Started with Step Finance
Step 1: Go to app.step.finance
Open app.step.finance in your browser. Step is a web app — no download required.
Step 2: Connect your wallet
Click Connect Wallet in the top right. Step supports all major Solana wallets:
Step is a read-only dashboard by default — connecting your wallet allows it to read your on-chain data, but it cannot make transactions unless you explicitly approve them.
Step 3: View your portfolio overview
Once connected, the dashboard loads your portfolio automatically:
: Portfolio value over time (1D, 7D, 30D, all-time)
Performance chart
Protocol breakdown: How much value is in each DeFi protocol
Tracking Token Holdings
The Tokens section shows all SPL tokens in your wallet:
Current balance and USD value
24h price change
Percentage of total portfolio
Token logo and name (with fallback for unknown tokens)
You can filter by minimum value to hide dust positions, and sort by value, change, or alphabetically.
For tokens with multiple wallet addresses (e.g., you have three wallets), Step lets you add multiple wallets to a single view — giving you a consolidated portfolio across all your addresses.
LP Position Monitoring
This was where Step Finance was strongest while the product was live. LP positions are complex: the underlying token amounts change with every trade in the pool, fees accumulate separately, and impermanent loss can eat into your returns.
Step showed your entry price, current price range (for CLMM/DLMM), and performance metrics
For concentrated liquidity positions (Orca Whirlpools, Meteora DLMM, Raydium CLMM), Step showed whether a position was in range or out of range. An out-of-range position earns zero fees — this is important to monitor actively.
Yield Farming Dashboard
The Farms section shows all yield farming positions:
Step can trigger reward harvests directly from the dashboard — click "Harvest" and approve the transaction in your wallet. This saves navigating to each protocol individually.
Step excels at LP and DeFi position tracking. For chart analysis and token discovery, Birdeye is stronger. Many Solana users use both.
Tips for Getting the Most from Step Finance
Check your LP positions weekly: Concentrated liquidity positions go out of range and stop earning fees. Step makes it easy to spot these
Review IL regularly: High IL in a volatile pool may make it not worth providing liquidity at all — once you have the full picture, our Solana portfolio rebalancing guide walks through how to act on it
Use the APR comparison: Before adding liquidity to a new pool, check if current APR justifies the IL risk
Harvest rewards efficiently: Batch your harvests to minimize gas costs — use the dashboard to do everything in one session
Export for taxes: Download your transaction history before tax season rather than scrambling later
Summary
Historically, Step Finance was one of Solana's most complete portfolio-management tools. For anyone actively using Solana DeFi — providing liquidity, farming yields, or managing multiple wallets — the ability to see everything in one place is invaluable.
The LP analytics alone justify using it: knowing exactly whether your concentrated liquidity position is in range, how much IL you've accrued, and what your real return is after fees takes minutes on Step versus hours of manual calculation.
Start at app.step.finance, connect your wallet, and explore your complete Solana portfolio. Compare Step with other Solana portfolio trackers to find the combination that works for your workflow.
September 2026 refresh
Status: discontinued. Step Finance shut down on February 24, 2026 after the January treasury breach and failed financing/acquisition efforts. The article remains because users still search for Step and because the old feature set is useful context, but it is no longer an active how-to.
For a current Solana-native replacement, Jupiter Portfolio (built by the former SonarWatch team) currently advertises holdings, positions, yield and airdrop tracking across 190+ Solana protocols.
