I would like to know if there are tools for changing the diversification of an existing portfolio to see how my plan is impacted. Is there a way to run asset allocation scenarios?

You can run asset allocation scenarios in Scenarios > Asset Allocation. There you can change your asset allocation to a variety of models an allocations and see if the results are better or worse than the base case. src="https://cdn.livehelpnow.net/clients/21145/kb/aas1_fd3fc556-6b0b-48c7-94de-167cc6ee8f99.png" id="63c3fa6a-b045-4a29-8fe8-a6fdb3556640" alt="aas1" width="90%" height="auto" [...]

Can I edit the name of an investment account that I linked?

Yes, open the account in Cash Flow Inputs > Investment Assets and change the name there. src="https://cdn.livehelpnow.net/clients/21145/kb/editn1_e1e294f0-08ae-4d79-872d-e32f008f43cd.png" id="4340f70a-bb1d-4cae-a546-41162e567456" alt="editn1" width="90%" height="auto" [...]

How often do my linked accounts update?

Linked accounts update each night with the closing day's investment balances and holdings [...]

Can I enter multiple Roth IRA conversions?

You can have multiple conversions as long as you have more than one Roth IRA entered. Each IRA or 401(k) that's converted must have a Roth IRA to go with it to convert [...]

Are living expenses in retirement pre-tax or post-tax with regards to income, dividends, and capital gains?

They are before income, capital gains, and dividend taxes. The program calculates these taxes for you, both for federal and state. So make sure you do not enter an expense for income taxes, capital gains, or dividend taxes. This would be double-counting. However, you do want to create an expense for property taxes or other local taxes that the program does not account [...]