FORTRESS FIGHT: PORTFOLIO

47 fortress slices across 4 account(s)  |  1 deep drawdown (FIGHT)  |  6 underwater (not deep DD)  |  8 skipped (CSV)  |  0 uncapped above water  |  32 capped (out of scope)

FIGHT income if all primaries filled: $27,600/mo (50% of normal target)

GENERATED2026-07-22 03:37

⚔ FIGHT: underwater & uncapped   every ladder rung side by side; 🎯 = the recommended pick  |  click a rung for its roll menu + decision panel, ESC closes  |  fortress link = full dashboard

TUNE PICKSTouch ≤anySurv ≥anyCyc ≥floorsizing rulewhat-if lens only: the 🎯 picks, ladder, totals and panels never move. Tuned = the SAFEST strike meeting your gates (the engine's own objective at your floor), sized to the cycle target. The S/T/C presets under each Tuned cell override these sliders for that row only; every tuned pick opens its own decision panel.
POSITIONINCOME LADDER  ·  SAFEST ⟶ RICHEST
TUNEDRECOVERY
FortressCtPriceCC-SS🛡 Safe yield33% normal50% normal100% normalTunedBankedCap @ CC-SS↑ whole
GLXY ↗⚡ER 6d
Main:1299 · This Fri
125$25.70$33.98
125 × $29
$1,500 cyc · $22,500/mo
92% surv · T:16%
102 × $29
$1,224 cyc · $18,360/mo
92% surv · T:16%
🎯 115 × $28.50
$1,840 cyc · $27,600/mo
89% surv · T:13%
97 × $27.50
$3,686 cyc · $55,290/mo
79% surv · T:43%
S≥708090T≤253040C≥2505001k×
$879-$61,157 (221.4% IC)32.2%
TOTAL (1)125
following every 🎯
$1,840 cyc · $27,600/mo
$1,500 cyc · $22,500/mo$1,224 cyc · $18,360/mo$1,840 cyc · $27,600/mo$3,686 cyc · $55,290/mo$879-$61,157

⏱ TRIPWIRE STATUS, 32 active short call(s)   1 TRIPPED  ·  3 watch  ·  1 harvest

The one rule, applied to live marks: roll when remaining time value ≤ max($0.04, 25% of collected) or spot at/past breakeven (strike + premium). Statuses refresh on every run; challenges happen during US RTH (your night), so a TRIPPED row here means act at the open or set the order now.

FortressAcctCallSpotBreakevenMarkTime valueStatusAction
METAMain:12993x $630C 31 Jul 2026 (9d)$649.45$653.94$41.80$22.14TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
GLDMain:129910x $377C 24 Jul 2026 (2d)$374.71$378.34$1.78$1.78WATCH ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $212.5C 24 Jul 2026 (2d)$206.84$213.74$1.02$1.02WATCH ▸🟢 HOLD · theta is winning why ▸
SPYNeville:086512x $758C 27 Jul 2026 (5d)$748.24$758.65$0.59$0.59WATCH ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $350C 24 Jul 2026 (2d)$307.08$355.09$0.65$0.65HARVEST ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $420C 24 Jul 2026 (2d)$402.67$425.13$6.90$6.90OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $180C 24 Jul 2026 (2d)$172.18$181.61$1.91$1.91OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $96.5C 24 Jul 2026 (2d)$91.91$97.00$0.15$0.15OK ▸🟢 HOLD · theta is winning why ▸
NEMMain:12995x $97C 24 Jul 2026 (2d)$91.84$97.96$0.89$0.89OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $84C 24 Jul 2026 (2d)$78.20$84.96$1.27$1.27OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1040C 24 Jul 2026 (2d)$963.52$1,047.99$13.38$13.38OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $75C 24 Jul 2026 (2d)$68.16$76.39$0.52$0.52OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $116C 24 Jul 2026 (2d)$104.74$117.62$2.80$2.80OK ▸🟢 HOLD · theta is winning why ▸
ENPHRetireInc:729110x $45C 24 Jul 2026 (2d)$39.81$45.56$0.18$0.18OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $370C 31 Jul 2026 (9d)$348.84$385.01$4.85$4.85OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $465C 31 Jul 2026 (9d)$427.83$475.80$9.10$9.10OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $85C 31 Jul 2026 (9d)$78.14$85.40$0.55$0.55OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1050C 31 Jul 2026 (9d)$963.52$1,069.99$42.40$42.40OK ▸🟢 HOLD · theta is winning why ▸
UAMYRetireInc:729125x $6.5C 31 Jul 2026 (9d)$5.75$6.67$0.17$0.17OK ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:178210x $280C 31 Jul 2026 (9d)$247.69$283.10$1.35$1.35OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $39.5C 31 Jul 2026 (9d)$32.16$40.17$0.52$0.52OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $125C 31 Jul 2026 (9d)$100.70$125.99$0.64$0.64OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 31 Jul 2026 (9d)$40.59$55.50$0.39$0.39OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 31 Jul 2026 (9d)$40.59$55.50$0.39$0.39OK ▸🟢 HOLD · theta is winning why ▸
BMNR-LC10RetireInc:729150x $20.5C 7 Aug 2026 (16d)$16.89$20.75$0.24$0.24OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $130C 7 Aug 2026 (16d)$100.70$131.32$0.94$0.94OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $165C 7 Aug 2026 (16d)$122.75$167.67$1.97$1.97OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $55C 7 Aug 2026 (16d)$40.59$55.87$0.98$0.98OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $55C 7 Aug 2026 (16d)$40.59$55.85$0.98$0.98OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $210C 14 Aug 2026 (23d)$176.49$216.23$5.12$5.12OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC145RetireInc:72913x $215C 14 Aug 2026 (23d)$176.49$220.23$4.35$4.35OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $200C 21 Aug 2026 (30d)$176.49$210.42$8.75$8.75OK ▸🟢 HOLD · theta is winning why ▸

UNDERWATER, but NOT a deep drawdown   sell the richest CC still ≥80% survival at/above CC-SS (not a blind CC-SS sale), sorted by touch odds

FortressAcctCtPriceCC-SS↑ wholeSell strikeTouch oddsPer cycleIncome @ strikeNormal incomeAction
GOOG-LC310 ↗⚡ER TMRWJoint:17825$348.83$338.090.0%$367.50 24 Jul 2026 (2d) · 91% surv18%$1,950$29,250/mo (237%)$12,328/mosell 5x $367.50 CC
GOOG-LC340 ↗⚡ER TMRWNeville:08655$348.83$376.397.9%$377.50 24 Jul 2026 (2d) · 91% surv19%$1,000$15,000/mo (122%)$12,328/mosell 5x $377.50 CC
CLSK ↗⚡ER 16dRetireInc:729125$15.23$16.8010.3%$17 24 Jul 2026 (2d) · 91% surv19%$300$4,500/mo (77%)$5,812/mosell 25x $17 CC
RIOT ↗BBC⚡ER 9dJoint:178250$21.10$20.840.0%$23 24 Jul 2026 (2d) · 85% surv30%$1,200$18,000/mo (103%)$17,437/mosell 50x $23 CC
MARA-LC40 ↗⚡ER 7dMain:1299200$12.15$14.7020.9%$15 14 Aug 2026 (23d) · 83% surv36%$7,400$9,652/mo (27%)$35,438/mosell 200x $15 CC
NOW ↗⚡ER TMRWMain:129910$102.05$112.5910.3%$113 24 Jul 2026 (2d) · 81% surv40%$2,580$38,700/mo (264%)$14,634/mosell 10x $113 CC

⏸ SKIPPED BY CSV: 8 fortress slice(s)   these qualify for FIGHT but carry Skip; in active_fortresses.csv (earnings, event, bullish momentum). Not analyzed, no recommendation, excluded from every income total and from the cc_manager seam. Existing short calls on them are still tripwired below. Remove the tag to bring them back.

FortressAcctCtPriceBE SSWhy excluded
BMNR-LC23-1299Main:129975$16.89$39.13excluded by CSV (Skip) · 56.8% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$16.89$30.29excluded by CSV (Skip) · 44.2% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$16.89$44.46excluded by CSV (Skip) · 62.0% below BE SS · also tagged: Half Max
ETHAMain:129950$14.52$17.33excluded by CSV (Skip) · 16.2% below BE SS
IBITJoint:178250$37.59$70.58excluded by CSV (Skip) · 46.7% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC20-1299Main:1299200$12.12$22.69excluded by CSV (Skip) · 46.6% below BE SS · also tagged: Half Max
MARA-LC20-1782Joint:178250$12.12$24.33excluded by CSV (Skip) · 50.2% below BE SS · also tagged: Half Max
MARA-LC25Neville:0865250$12.12$26.40excluded by CSV (Skip) · 54.1% below BE SS
CAPPED: 32 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMZNJoint:178210$256.2510x $280C 31 Jul 2026 (9d)
APPRetireInc:72911$588.001x $465C 31 Jul 2026 (9d)
BMNR-LC10RetireInc:729150$17.1350x $20C 7 Aug 2026 (16d)
COIN-LC145RetireInc:72913$182.403x $215C 14 Aug 2026 (23d)
COIN-LC165Main:12998$210.908x $200C 21 Aug 2026 (30d)
COIN-LC500Main:129925$563.0025x $210C 14 Aug 2026 (23d)
COPXJoint:178220$93.4020x $85C 31 Jul 2026 (9d)
CRWVNeville:08655$125.455x $84C 24 Jul 2026 (2d)
DELLRetireInc:72913$398.003x $420C 24 Jul 2026 (2d)
ENPHRetireInc:729110$56.1510x $45C 24 Jul 2026 (2d)
GLDMain:129910$456.0010x $377C 24 Jul 2026 (2d)
GOOG-LC300Neville:086515$373.0015x $370C 31 Jul 2026 (9d)
HIMSMain:129915$17.4715x $40C 31 Jul 2026 (9d)
IGVMain:129912$96.5012x $96C 24 Jul 2026 (2d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $116C 24 Jul 2026 (2d)
IREN-LC25-1299Main:129920$44.0020x $55C 31 Jul 2026 (9d)
IREN-LC25-1782Joint:178220$44.0020x $55C 31 Jul 2026 (9d)
IREN-LC45Neville:086520$56.5020x $55C 7 Aug 2026 (16d)
IREN-LC50RetireInc:729120$63.4320x $55C 7 Aug 2026 (16d)
MDBNeville:08651$362.901x $350C 24 Jul 2026 (2d)
METAMain:12993$601.503x $630C 31 Jul 2026 (9d)
MSTR-LC125RetireInc:72914$161.004x $130C 7 Aug 2026 (16d)
MSTR-LC180Joint:178210$233.0010x $125C 31 Jul 2026 (9d) [LEAPS_ONLY, NO_HEDGE]
MU-LC880Main:12995$1,028.605x $1050C 31 Jul 2026 (9d)
MU-LC970Neville:08652$1,220.002x $1040C 24 Jul 2026 (2d)
NEMMain:12995$114.545x $97C 24 Jul 2026 (2d)
NVDANeville:08655$199.605x $212C 24 Jul 2026 (2d)
QCOMRetireInc:72915$224.005x $180C 24 Jul 2026 (2d)
RKLBRetireInc:72916$141.556x $75C 24 Jul 2026 (2d)
SPCXNeville:08655$186.005x $165C 7 Aug 2026 (16d)
SPYNeville:086512$764.0012x $758C 27 Jul 2026 (5d) [LEAPS_ONLY, NO_HEDGE]
UAMYRetireInc:729125$12.4525x $6C 31 Jul 2026 (9d)

Manage these with the roll table (fortress_fight --tickers T) or roll_calls.

📏 CALIBRATION: 887 of 1617 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%7155%85%+29pp
60-70%11564%88%+24pp
70-80%16277%98%+22pp
80-90%19984%99%+15pp
90-100%34094%100%+6pp

Touch odds: predicted 38% avg vs realized 22% touch rate over 887 resolved (daily highs, exact intraday touch).

🚪 Roll actuals vs playbook: 75 real buyback(s) recorded · 18 roll(s), net +$0.84/sh avg.

Green gap: within 7pp. A persistent negative gap means survival is overstated (model too confident); positive means too conservative. N is small early; judge after ~30 resolved.

fortress_fight.py v6.2 --all  |  2026-07-22 03:37