This month centers on the rollout of Portfolio v2, a set of stability fixes across FTaaS, and several refinements to the KYC flow. Alongside these, we shipped a number of smaller quality-of-life changes and bug fixes.

Portfolio v2

Platform, Portfolio

The new Portfolio experience is now live for all accounts. It presents a single view of everything held on Starke Finance: Fund positions, native and liquid staking positions, and wallet assets, aggregated across the platform wallet and any linked wallets.

The layout leads with total portfolio value and composition, and treats each position class consistently: value, returns, and (where applicable) rewards are surfaced on the same row pattern. For native staking, monthly native rewards are shown in the rewards row until fund-level redistributions become available in a later iteration.

The design brings the Portfolio in line with the rest of the platform visually and provides the structure we will build on for multiwallet views, richer per-position disclosure, and cross-chain staking positions later.

Fund holdings: balance and value columns

Funds, FTaaS

The holdings table on each fund page now includes two additional columns, Balance and Value, sitting alongside Price, 24h change, and Fund Allocation. This makes it possible to read a fund's underlying exposure directly, without needing to compute token quantities from allocation percentages.

Column widths have been evened out so the table reads cleanly on both narrower and wider viewports.

Transaction explorer

Platform

Links to on-chain transactions across the platform now open in Orb rather than the default Solana explorer. Orb's interface is oriented toward retail users rather than protocol developers, which we felt was a better fit for how our customers actually use these links to confirm a deposit, redemption, or stake action rather than to inspect program state.

KYC flow refinements

Platform, KYC

We made several changes to the identity verification flow based on feedback from customers going through it for the first time:

A Back button is now available on the verification screens where the provider permits it, so users can step backward through the flow without losing their progress up to the initial Individual/Entity selection. The provider's own close button has been disabled on those screens to avoid duplication with our own exit control at the top of the page.

The phone number step has been moved to a later point in the flow, after identity document capture. This ordering fits more naturally with how users move from establishing who they are to how we contact them.

On the Tax Information screen, a help control now links directly to the official IRS templates: Form W-8BEN and W-8BEN-E for non-US individuals and entities, and Form W-9 for US entities and businesses, so users can obtain the correct document without leaving the flow to search for it.

Copy on the Entity KYC screens has also been tightened for clarity.

Fixes

• Bug: Deposits, redemptions, and asset swaps that were intermittently failing on funds now complete reliably. The underlying causes were an issue in the asset metadata indexer and a rate limit on our upstream price feed, both of which have been addressed.

• Bug: Fund price charts now render deterministic 15-minute, 1-hour, and 1-day buckets, so the same chart viewed at different points within an hour shows the same bars. Previously, bucket boundaries shifted with the current minute, which made short-term charts appear to change shape between refreshes.

• Bug: Native staking positions in the Portfolio now display the correct balance. Values that previously flickered between different figures on refresh have been resolved.

• Bug: The Dashboard occasionally failed to load due to an intermittent query failure on the FTaaS API. Reliability on the affected endpoints has been improved; we are continuing to monitor and will patch any additional endpoints that surface the same behavior.

• Bug: Fund holdings that were taking several minutes to reflect a manager's swap now update substantially faster following an indexing improvement.

• Bug: The Max button on fund deposit inputs now reflects the actual balance in the user's wallet rather than the vault's configured maximum. When a wallet balance exceeds a vault cap, the existing warning at the bottom of the deposit screen continues to explain the limit.

• Bug: Attempting to stake below the network minimum now shows a clear, up-to-date error message. The minimum is checked against the network dynamically, rather than against a fixed value, so the message stays accurate as network parameters change.

• Bug: The Merge action in the staking service is now disabled when there are no additional stake accounts to merge into, removing a dead-end state that produced no useful action.

• Bug: A rare condition that prevented ETFs from loading on the Explore page has been fixed.

• Bug: A certificate issue on www.starke.finance that briefly caused a browser warning has been resolved.

If you have questions about anything above, please reach out to support.