Operations

Think of the Operations feature as a smart filter and translator that sits between Source Connector and your Destination Connector.

In a standard sync, data flows directly from the source to the destination exactly as it exists. The "Operations" layer acts as a processing station where you can intercept that data and apply three specific types of logic before it is finalized in your spreadsheet.

The Three Pillars of Operations

Entry Settings (The Sieve):

Instead of accepting every single trade record, you define "Entry" rules. If a trade doesn't meet your specific criteria (e.g., it’s not in USD, or it's a dividend rather than a trade), the Operation blocks it. This ensures your sheet only contains the specific data sets you actually need for your analysis.

Import Settings (The Architect):

This determines the "physical" behavior of the data. You decide if new information should be stacked on top (Insert) for a "newest-first" view, or added to the bottom (Append) for a chronological ledger. It also handles the "cleaning" phase, where messy or empty rows are purged before they can clutter your sheet.

Field Settings (The Editor):

This is where you map the data to your preferred visual format. The Editor allows you to "translate" those names into human-readable headers. It also gives you the power to "re-map" the columns—for example, moving the "Profit/Loss" column from the far right to Column.

Why this matters

Without Operations, you are a passive recipient of raw data. With Operations, you become the architect of your own reporting. You can create multiple plans using the same source but different Operations—one plan for "Option Trades," one for "Dividend Income," and one for "Long-term Holdings"—each formatted and filtered perfectly for its specific purpose.