Portfolio
Step Financeweb3, DeFi

Redesigned and expanded the platform with new features

Simplified complex on-chain experiences.

2024–2025Product Design
Step Finance dashboard redesign

Building on a new foundation

Step Dashboard is a portfolio platform that gives Solana users a complete view of their on-chain assets: tokens, NFTs, DeFi positions, LPs, vaults and more.

When I joined Step the team had just launched V3, a major redesign and technical rebuild of the dashboard. The first release established a new visual direction and product foundation but intentionally launched as an MVP without the full functionality.

My role was to build on that foundation: bring essential functionality from V2 into the new experience, improve existing flows, expand the design system, and design new features as the product evolved.

Step Finance dashboard foundation

From feature-heavy to more focused

V2 had accumulated years of functionality. V3 gave the team an opportunity to reconsider what still deserved a place in the product rather than simply recreating everything. Some features were simplified, combined, moved closer to where users needed them, or removed entirely. The goal was to preserve the depth of Step without bringing back unnecessary complexity.

Focused Step Finance dashboard

Replaced the feature-heavy sidebar with a focused top navigation, reducing clutter and making core areas easier to access.

Rebuilding key portfolio experiences

Previous transaction history
Updated transaction history

Transaction history V2 → V3. Added a monthly activity chart, tags and notes for better organization and the ability to download data.

Previous NFT gallery
Updated NFT gallery

NFT gallery V2 → V3. Added multiple view modes, multi-selection and quick actions.

Previous staking experience
Updated staking experience

Staking. Added strategy options, estimated rewards, position tracking and educational content.

When privacy created too much friction

As Step expanded we introduced private user accounts to sync wallet collections, address book entries and preferences across devices without exposing users' wallet data.

The approach protected privacy but it came with significant UX costs. Users had to create and remember an additional password, and losing the password meant losing access to the encrypted profile data.

Also this introduced two parallel authentication flows: connecting a wallet to sign transactions and manage assets, and signing into a Step account to access saved data and preferences. Users didn’t always understand what each authentication method did or why they needed both.

Step Finance privacy flow

Over time it became clear that the added friction outweighed the value the feature provided, so we decided to remove the account system and simplify the experience.

This is a good example of a broader lesson from the redesign: not every technically robust solution makes for a better product. Sometimes improving the experience means removing a feature altogether.

The result

I helped evolve the dashboard into a more complete and cohesive product: simplifying core experiences, introducing new functionality, and expanding the design system while preserving the depth Step users valued.

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