Dashboard

Wilson includes a built-in web dashboard that auto-starts when you launch the CLI.

Quick Start

wilson           # Dashboard starts automatically at http://localhost:3141
/dashboard       # Opens the dashboard in your default browser

The dashboard runs on port 3141 and is available for the duration of your Wilson session.

Tabs

Overview

At-a-glance financial summary for the current month:

• Spending donut chart — SVG breakdown by category
• Profit & Loss — income vs expenses
• Budgets — progress bars for each budget category
• Savings rate — monthly savings trend
• Alerts — spending anomalies and budget warnings

Transactions

Browse, edit, and manage your transactions:

• Filter by date range, category, or merchant
• Edit transaction details (date, description, amount, category, notes)
• Delete transactions
• Export CSV — download all (or filtered) transactions as a CSV file

Chat

Interactive AI chat with session management:

• Chat with Wilson directly from the browser
• Session sidebar — browse and resume previous conversations
• Sessions are auto-titled from the first Q&A exchange

Traces

Monitor every LLM API call Wilson makes:

• Stats cards — total calls, errors, total tokens, average latency
• Trace table — each call with model, provider, duration, token counts, status
• Error traces show the error message on hover
• Stats grouped by model for cross-provider comparison

Logs

View agent debug logs in real-time:

• Filter by log level (debug, info, warn, error)
• Logs stream live from the in-memory buffer
• When file logging is enabled (--debug), logs are read from ~/.openaccountant/logs/agent.log

Training

Browse, annotate, and export LLM interactions for fine-tuning:

• Stats panel — total interactions, annotated count, SFT-ready count, DPO pairs
• Interaction browser — filter by call type, annotation status, and rating
• Detail panel — full system prompt, user prompt, response, tool calls, and tool results
• Annotation controls — 1-5 star rating, chosen/rejected preference, DPO pair ID, notes
• Export buttons — download SFT or DPO JSONL for HuggingFace TRL training

See the Training Data Pipeline section for the full guide.