© 2026 Della Group. All Rights Reserved.
Okay, so you're jumping into Step Finance Dashboard? Don't even connect your wallet yet. Just grab any Solana wallet address-like yours or a friend's-and paste it right into the search bar on app.step.finance/portfolio. Boom. Instant portfolio view without risking a thing. Why? It shows you the full layout, balances, positions, all of it. No commitment. I do this all the time to scout projects or check degen plays before diving in myself.
The thing is, Step's basically your Solana command center. Tracks everything-tokens, NFTs, DeFi positions, even farming yields-in one spot. Super clean, no fluff. And it's free, zero fees to view. Gas? Nah, viewing costs nothing. Executing swaps or whatever? That's like ~0.000005 SOL max, peanuts.
Look, first time? Hit that Connect Wallet button top right. Phantom, Solflare, whatever you rock. Clicks in smooth. But if you're paranoid about connections-like me sometimes-use the wallet ID trick I mentioned. Your address is public anyway on Solana, right?
Once loaded, you'll see Balances front and center. Total portfolio value in USD and SOL. Breaks down tokens, LP positions, debts if you're leveraged. Why does this matter? One glance tells you if that Jito stake is outperforming or if you've got dust piling up in meme coins.
In my experience, the Actions Sidebar on the right? Game changer. Swap tokens? Bridge to Ethereum? Stake JUP? All one click, no leaving the dashboard. Honestly, saves me tab switching hell.
Stuck? If balances don't load, refresh. Solana RPC hiccups happen. Or switch networks in wallet-devnet/mainnet toggle if testing.
So your portfolio's up. Now drill down. Click Portfolio tab. Here's where Step shines-aggregates EVERYTHING across Solana protocols. Raydium LPs? Orca pools? Kamino vaults? All netted out. No manual math.
Short sentences. Impermanent loss calc? Built in. Shows your LP value vs holding. Red if losing, green if winning. Pretty much instant regret checker.
But farming yields? Scroll to Active Positions. Lists APYs, rewards accruing. I usually sort by "Reward Value" descending. Grabs the high ones first. What's next? Claim button right there. Gas ~0.000005 SOL, rewards hit wallet same block often.
| Position Type | What It Shows | Quick Action |
|---|---|---|
| LP Pools | Share value, IL risk, fees earned | Remove liquidity |
| Staking | Staked amount, epochs left, rewards | Stake more / unstake |
| Borrows | Debt, collateral, LTV ratio | Repay / adjust |
| Perps | Open size, PnL, funding rates | Close position |
Potential issue: Data lags during congestion. Solana's fast but RPCs flake. Solution? Wait 10 secs or hit refresh. Or use demo mode for practice-enter a random rich wallet like Jito's treasury.
Okay, numbers geek? Hit Analytics. Charts galore. 7-day PnL? Portfolio velocity? Win rate on trades? All there.
Your total return vs SOL benchmark. Brutal truth-if you're underperforming SOL, time to rethink. I check this weekly. Sound familiar? That pit in stomach when it's red?
Deeper: Token Breakdown pie chart. 50% in SOL? Safe but boring. 20% memes? Spicy. Export to CSV if you wanna Excel it up-plug into those stacked columns like the pros do.
And transaction history? Filter by date, protocol, action. Lost a tx? Search hash. Boom, details.
Now the fun part. Actions sidebar-your one stop shop. Want to swap USDC for JUP? Pick amounts, slippage 0.5% default (bump to 1% in volatility), hit swap. Confirms in wallet. Done.
Bridging? Wormhole or deBridge direct. Fees? ~0.000005 SOL + bridge cut, like $0.01 total. Loans? Connect Marginfi, borrow up to 80% LTV. Warnings pop if risky.
Pro tip: Multi action bundles. Swap + stake in one tx. Gas savings ~30%. How? Check advanced mode toggle.
Issues? Failed tx? Usually undercollateralized or slippage. Up the tolerance. Wallet reject? Revoke approvals via Settings > Permissions. Cleans old ones.
In my experience, multi wallet's clutch for teams. Paste boss's address, compare PnL. "Hey, why's mine up 20%?" Conversations starter.
Farming's where Step eats competitors. See Farms tab. Filters: APY >50%, TVL >$1M, your positions only.
Pick one, say Kamino USDC SOL. Shows projected rewards. One click deposit. Tracks harvest time-auto if enabled.
Alright, you're hooked. Time for ninja stuff. API access? Docs link in footer. Pull balances programmatic-build your own alerts bot.
Custom views. Hide NFTs if you're all DeFi. Or focus perps PnL. Gear > Layouts > Save as new.
Solana mobile? App.step.finance responsive AF. Phantom mobile connects same. But fat finger swaps? Use desktop for big moves.
Security. Step never holds keys. Read only views unless you action. Revoke all? One button in wallet apps now.
Compare protocols? Table view toggles columns: APY, risk score (their algo), impermanent loss sim. Here's a quick one I mock up mentally:
| Protocol | APY | Risk | My Position |
|---|---|---|---|
| Raydium | 24% | Low | $5k |
| Kamino | 42% | Med | $2k |
| Drift | 15% | High | $500 |
Numbers fluctuate. Check live. But yeah, Kamino's been crushing lately.
On phone? Pinch zoom charts. Swipe sidebar. Shortcuts: Cmd+K search anything-tokens, txs, wallets.
Why bother? Portfolio checks between meetings. I refresh during commutes. Keeps me sane.
Integrations? Jup for swaps, Tensor for NFTs, all baked in. No appswitch.
Bugs happen. Balances zero? Reconnect. Charts blank? Clear cache. High gas? Wait congestion out-Solana status on status.solana.com.
Wallet not linking? Wrong chain? Solana only, dummy. Devnet toggle off.
Lost positions? If bridged out, might lag 1hr. Patient.
Support? Discord link footer. Fast devs.
Morning: Load Step. Check PnL overnight. Harvest >$10 rewards.
Afternoon: Scan analytics. Rebalance if >10% off target.
Night: Set alerts for pumps. Sleep easy.
© 2026 Della Group. All Rights Reserved.