FORTRESS FIGHT: PORTFOLIO

46 fortress slices across 4 account(s)  |  9 deep drawdown (FIGHT)  |  5 underwater (not deep DD)  |  8 skipped (CSV)  |  1 uncapped above water  |  23 capped (out of scope)

FIGHT income if all primaries filled: $76,310/mo (52% of normal target) · E[net] after expected escape cost $32,584/mo · plus $28,809/mo CC-safe on 5 shallow row(s) ⚠ 1 negative E[net] ⚡ $26,360/mo of that is earnings-blocked (3 row(s))
ASSIGNMENT EXPOSURE across every open short call: $455,261 locked in if all 16 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-08-04 21:40

⚔ 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

POSITIONINCOME LADDER  ·  SAFEST ⟶ RICHEST
RECOVERY
FortressCtPriceCC-SSCC-safe ≥ floor🛡 Safe yield33% normal50% normal100% normalBankedCap @ CC-SS↑ whole
APP ↗⚡ER TMRW
RetireInc:7291 · This Fri
1$422.29$605.84
1 × $610 21 Aug (17d)
$110 cyc · $194/mo
98% survhist 99% · T:5%hist 1%
1 × $510 7 Aug (3d)
$235 cyc · $2,350/mo
92% survhist 99% · T:16%hist 6%
1 × $515 7 Aug (3d)
$195 cyc · $1,950/mo
93% survhist 99% · T:14%hist 6%
🎯⚡ 1 × $500 7 Aug (3d)
$330 cyc · $3,300/mo
90% survhist 95% · T:21%hist 18%
1 × $475 7 Aug (3d)
$670 cyc · $6,700/mo
82% survhist 95% · T:38%hist 22%
$2,111-$10,254 (80.1% IC)43.5%
COIN-LC145 ↗
RetireInc:7291 · This Fri
3$150.43$190.34
3 × $192.50 28 Aug (24d)
$435 cyc · $544/mo
91% survhist 99% · T:18%hist 6%
3 × $177.50 14 Aug (10d)alt tenor
$351 cyc · $1,053/mo
91% survhist 99% · T:20%hist 6%
3 × $170 7 Aug (3d)
$201 cyc · $2,010/mo
93% survhist 99% · T:15%hist 6%
🎯 3 × $167.50 7 Aug (3d)
$261 cyc · $2,610/mo
90% survhist 99% · T:20%hist 18%
3 × $160 7 Aug (3d)
$648 cyc · $6,480/mo
78% survhist 92% · T:44%hist 32%
$1,491-$6,590 (110.9% IC)26.5%
CRWV ↗⚡ER 7d
Neville:0865 · This Fri
5$88.82$129.09
5 × $125 7 Aug (3d)
$5 cyc · $50/mo
99+% survhist 99% · T:0%hist 1%
5 × $103 7 Aug (3d)
$395 cyc · $3,950/mo
91% survhist 99% · T:18%hist 6%
5 × $105 7 Aug (3d)
$290 cyc · $2,900/mo
94% survhist 99% · T:13%hist 6%
🎯 5 × $102 7 Aug (3d)
$455 cyc · $4,550/mo
90% survhist 95% · T:21%hist 18%
5 × $97 7 Aug (3d)
$915 cyc · $9,150/mo
80% survhist 92% · T:42%hist 32%
$301-$13,088 (128.0% IC)45.3%
IREN-LC45 ↗⚡ER 23d
Neville:0865 · This Fri
20$41.02$59.15
20 × $60 21 Aug (17d)
$980 cyc · $1,729/mo
94% survhist 99% · T:13%hist 6%
20 × $48 7 Aug (3d)
$760 cyc · $7,600/mo
90% survhist 99% · T:20%hist 18%
15 × $48 7 Aug (3d)
$570 cyc · $5,700/mo
90% survhist 99% · T:20%hist 18%
🎯 16 × $47 7 Aug (3d)
$848 cyc · $8,480/mo
87% survhist 95% · T:27%hist 18%
17 × $45 7 Aug (3d)
$1,649 cyc · $16,490/mo
78% survhist 92% · T:45%hist 32%
$2,054-$18,599 (310.0% IC)44.2%
IREN-LC50 ↗⚡ER 23d
RetireInc:7291 · This Fri
20$41.02$67.93
20 × $70 21 Aug (17d)
$300 cyc · $529/mo
98% survhist 99% · T:4%hist 1%
20 × $48 7 Aug (3d)
$760 cyc · $7,600/mo
90% survhist 99% · T:20%hist 18%
15 × $48 7 Aug (3d)
$570 cyc · $5,700/mo
90% survhist 99% · T:20%hist 18%
🎯 16 × $47 7 Aug (3d)
$848 cyc · $8,480/mo
87% survhist 95% · T:27%hist 18%
17 × $45 7 Aug (3d)
$1,649 cyc · $16,490/mo
78% survhist 92% · T:45%hist 32%
$853-$32,648 (238.3% IC)65.6%
RKLB ↗⚡ER 6d
RetireInc:7291 · This Fri
6$74.40$149.14
6 × $150 21 Aug (17d)
$12 cyc · $21/mo
99+% survhist 99% · T:0%hist 1%
6 × $86 7 Aug (3d)
$312 cyc · $3,120/mo
91% survhist 99% · T:18%hist 6%
5 × $86 7 Aug (3d)
$260 cyc · $2,600/mo
91% survhist 99% · T:18%hist 6%
🎯 6 × $85 7 Aug (3d)
$408 cyc · $4,080/mo
90% survhist 95% · T:21%hist 18%
6 × $81 7 Aug (3d)
$798 cyc · $7,980/mo
80% survhist 92% · T:42%hist 32%
$1,314-$38,077 (239.0% IC)100.5%
SPCX ↗⚡ER TODAY
Neville:0865 · This Fri
5$118.62$183.45
5 × $185 7 Aug (3d)
$505 cyc · $5,050/mo
97% survhist 99% · T:7%hist 1%
5 × $138 7 Aug (3d)
$2,325 cyc · $23,250/mo
91% survhist 99% · T:19%hist 6%
4 × $177.50 7 Aug (3d)
$464 cyc · $4,640/mo
99+% survhist 99% · T:0%hist 1%
🎯⚡ 5 × $170 7 Aug (3d)
$725 cyc · $7,250/mo
99+% survhist 99% · T:0%hist 1%
3 × $138 7 Aug (3d)
$1,395 cyc · $13,950/mo
91% survhist 99% · T:19%hist 6%
$1,593-$5,998 (44.4% IC)54.7%
SHALLOW · NOT A DEEP DRAWDOWN   a CC at the floor still pays, so recovery is the trade: 🎯 sits on the CC-SAFE rung (assignment breaks even or better) and the income rungs beside it are fidelity, priced with what assignment below the floor would lock
CLSK ↗⚡ER 2d
RetireInc:7291 · This Fri
25$14.41$16.84
🎯⚡ 25 × $17 21 Aug (17d)
$1,325 cyc · $2,338/mo
82% survhist 95% · T:37%hist 22%
above floor +$403 · hole 2.6mo
25 × $18.50 14 Aug (10d)alt tenor
$275 cyc · $825/mo
92% survhist 99% · T:16%hist 6%
above floor +$4,153 · hole 7.4mo
25 × $17 7 Aug (3d)
$200 cyc · $2,000/mo
91% survhist 99% · T:19%hist 6%
above floor +$403 · hole 3.0mo
16 × $16.50 7 Aug (3d)
$304 cyc · $3,040/mo
86% survhist 95% · T:28%hist 18%
safe once 🎯 banks · hole 2.0mo
19 × $16 7 Aug (3d)
$608 cyc · $6,080/mo
80% survhist 95% · T:41%hist 32%
locks −$986 · hole 1.0mo
-+$403 whole if assigned16.9%
whole ~21 Oct on 🎯
IREN-LC25-1299 ↗⚡ER 23d
Main:1299 · This Fri
20$41.02$49.14
🎯 20 × $50 21 Aug (17d)
$3,440 cyc · $6,071/mo
81% survhist 95% · T:41%hist 32%
above floor +$1,712 · hole 2.7mo
20 × $48 7 Aug (3d)
$760 cyc · $7,600/mo
90% survhist 99% · T:20%hist 18%
safe once 🎯 banks · hole 2.1mo
15 × $48 7 Aug (3d)
$570 cyc · $5,700/mo
90% survhist 99% · T:20%hist 18%
safe once 🎯 banks · hole 2.9mo
16 × $47 7 Aug (3d)
$848 cyc · $8,480/mo
87% survhist 95% · T:27%hist 18%
locks −$2,582 · hole 1.9mo
17 × $45 7 Aug (3d)
$1,649 cyc · $16,490/mo
78% survhist 92% · T:45%hist 32%
locks −$5,396 · hole 1.0mo
-+$1,712 whole if assigned19.8%
whole ~24 Oct on 🎯
IREN-LC25-1782 ↗⚡ER 23d
Joint:1782 · This Fri
20$41.02$49.14
🎯 20 × $50 21 Aug (17d)
$3,440 cyc · $6,071/mo
81% survhist 95% · T:41%hist 32%
above floor +$1,712 · hole 2.7mo
20 × $48 7 Aug (3d)
$760 cyc · $7,600/mo
90% survhist 99% · T:20%hist 18%
safe once 🎯 banks · hole 2.1mo
15 × $48 7 Aug (3d)
$570 cyc · $5,700/mo
90% survhist 99% · T:20%hist 18%
safe once 🎯 banks · hole 2.9mo
16 × $47 7 Aug (3d)
$848 cyc · $8,480/mo
87% survhist 95% · T:27%hist 18%
locks −$2,582 · hole 1.9mo
17 × $45 7 Aug (3d)
$1,649 cyc · $16,490/mo
78% survhist 92% · T:45%hist 32%
locks −$5,396 · hole 1.0mo
-+$1,712 whole if assigned19.8%
whole ~24 Oct on 🎯
MARA-LC40 ↗ ⚡ER 2d BORDERLINE 22%
Main:1299 · This Fri
200$11.73$15.04
🎯⚡ 200 × $16 21 Aug (17d)
$2,000 cyc · $3,529/mo
93% survhist 99% · T:14%hist 6%
above floor +$19,219 · hole 18.8mo
200 × $14 7 Aug (3d)
$1,400 cyc · $14,000/mo
97% survhist 99% · T:7%hist 1%
locks −$19,381 · hole 4.7mo
159 × $14 7 Aug (3d)
$1,113 cyc · $11,130/mo
97% survhist 99% · T:7%hist 1%
locks −$15,408 · hole 5.9mo
140 × $13.50 7 Aug (3d)
$1,680 cyc · $16,800/mo
89% survhist 95% · T:24%hist 18%
locks −$19,867 · hole 3.9mo
177 × $13 7 Aug (3d)
$3,363 cyc · $33,630/mo
82% survhist 95% · T:38%hist 22%
locks −$32,729 · hole 2.0mo
$714+$19,219 whole if assigned28.2%
whole ~18 Feb on 🎯
SPY ↗
Neville:0865 · This Fri
12$761.74$696.18
🎯 12 × $769 7 Aug (3d)
$1,080 cyc · $10,800/mo
82% survhist 95% · T:35%hist 22%
above floor +$87,381
12 × $780 14 Aug (10d)alt tenor
$792 cyc · $2,376/mo
91% survhist 99% · T:18%hist 6%
above floor +$100,581
12 × $772 7 Aug (3d)
$552 cyc · $5,520/mo
90% survhist 99% · T:19%hist 6%
above floor +$90,981
12 × $770 7 Aug (3d)
$876 cyc · $8,760/mo
86% survhist 95% · T:29%hist 18%
above floor +$88,581
12 × $767 7 Aug (3d)
$1,656 cyc · $16,560/mo
75% survhist 92% · T:50%hist 32%
above floor +$84,981
$3,323+$87,381 whole if assigned0.0%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
HIMS
Main:1299
15$31.24$17.47 BE+78.8% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
BBC · LEGACY STRUCTURES   known structurally inefficient and not being restructured; the plan is CC income while the underlying repairs, so treat any REBUILD / restructure verdict on these as informational
COIN-LC500 ↗
Main:1299 · This Fri
25$150.43$339.46
25 × $177.50 14 Aug (10d)alt tenor
$2,925 cyc · $8,775/mo
91% survhist 99% · T:20%hist 6%
22 × $170 7 Aug (3d)
$1,474 cyc · $14,740/mo
93% survhist 99% · T:15%hist 6%
🎯 25 × $167.50 7 Aug (3d)
$2,175 cyc · $21,750/mo
90% survhist 99% · T:20%hist 18%
20 × $160 7 Aug (3d)
$4,320 cyc · $43,200/mo
78% survhist 92% · T:44%hist 32%
$6,995-$427,731 (271.6% IC)125.7%
GLXY ↗⚡ER TMRW
Main:1299 · This Fri
125$22.34$34.04
125 × $40 21 Aug (17d)
$375 cyc · $662/mo
99% survhist 99% · T:2%hist 1%
125 × $26 7 Aug (3d)
$1,375 cyc · $13,750/mo
92% survhist 99% · T:16%hist 6%
105 × $27 7 Aug (3d)
$1,050 cyc · $10,500/mo
96% survhist 99% · T:8%hist 1%
🎯⚡ 93 × $25.50 7 Aug (3d)
$1,581 cyc · $15,810/mo
89% survhist 95% · T:22%hist 18%
58 × $24.50 7 Aug (3d)
$3,190 cyc · $31,900/mo
81% survhist 95% · T:39%hist 22%
$879-$77,813 (281.7% IC)52.4%
TOTAL (14)487
following every 🎯
$18,916 cyc · $105,119/mo
$14,007 cyc · $37,588/mo
13 of 14
$13,425 cyc · $103,849/mo$8,079 cyc · $80,790/mo$12,187 cyc · $121,870/mo$24,159 cyc · $241,590/mo$21,627-$630,797

⏱ TRIPWIRE STATUS, 23 active short call(s)   2 TRIPPED  ·  6 watch

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
GOOG-LC300Neville:086515x $355C 18 Sep 2026 (45d)$369.87$371.36$26.77$11.90TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
GOOG-LC310Joint:17825x $355C 18 Sep 2026 (45d)$369.87$371.32$26.77$11.90TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
COPXJoint:178220x $85C 7 Aug 2026 (3d)$82.85$85.34$0.93$0.93WATCH ▸🟢 HOLD · theta is winning why ▸
NEMMain:12995x $100C 7 Aug 2026 (3d)$97.27$100.60$0.80$0.80WATCH ▸🟢 HOLD · theta is winning why ▸
ENPHRetireInc:729110x $41C 7 Aug 2026 (3d)$39.76$41.38$0.99$0.99WATCH ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $215C 28 Aug 2026 (24d)$211.50$221.08$8.50$8.50WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $370C 18 Sep 2026 (45d)$369.87$374.80$18.10$18.10WATCH ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $120C 18 Sep 2026 (45d)$115.16$124.07$8.05$8.05WATCH ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $915C 7 Aug 2026 (3d)$868.12$924.99$20.35$20.35OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $165C 7 Aug 2026 (3d)$155.60$166.66$1.06$1.06OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $160C 7 Aug 2026 (3d)$150.17$160.78$1.88$1.88OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $930C 7 Aug 2026 (3d)$868.12$938.00$16.15$16.15OK ▸🟢 HOLD · theta is winning why ▸
BMNR-LC10RetireInc:729150x $19C 7 Aug 2026 (3d)$17.60$19.17$0.16$0.16OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $108C 7 Aug 2026 (3d)$95.67$108.71$0.57$0.57OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $985C 7 Aug 2026 (3d)$868.12$1,001.62$6.65$6.65OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $110C 14 Aug 2026 (10d)$94.84$113.05$0.85$0.85OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $110C 14 Aug 2026 (10d)$94.84$113.08$0.85$0.85OK ▸🟢 HOLD · theta is winning why ▸
UAMYRetireInc:729125x $7C 14 Aug 2026 (10d)$5.97$7.35$0.12$0.12OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $386C 21 Aug 2026 (17d)$374.04$387.97$2.83$2.83OK ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $475C 21 Aug 2026 (17d)$446.18$505.00$16.30$16.30OK ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $610C 18 Sep 2026 (45d)$581.86$635.49$20.73$20.73OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $105C 18 Sep 2026 (45d)$99.45$107.05$2.62$2.62OK ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $410C 18 Sep 2026 (45d)$363.42$430.48$23.58$23.58OK ▸🟢 HOLD · theta is winning why ▸

⏸ 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$17.60$39.13excluded by CSV (Skip) · 55.0% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$17.60$30.29excluded by CSV (Skip) · 41.9% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$17.60$44.46excluded by CSV (Skip) · 60.4% below BE SS · also tagged: Half Max
ETHAMain:129950$14.12$17.33excluded by CSV (Skip) · 18.5% below BE SS
IBITJoint:178250$36.22$70.58excluded by CSV (Skip) · 48.7% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC20-1299Main:1299200$11.70$22.69excluded by CSV (Skip) · 48.5% below BE SS · also tagged: Half Max
MARA-LC20-1782Joint:178250$11.70$24.33excluded by CSV (Skip) · 51.9% below BE SS · also tagged: Half Max
MARA-LC25Neville:0865250$11.70$26.40excluded by CSV (Skip) · 55.7% below BE SS
CAPPED: 23 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
BMNR-LC10RetireInc:729150$17.1350x $19C 7 Aug 2026 (3d)
COIN-LC165Main:12998$210.908x $160C 7 Aug 2026 (3d)
COPXJoint:178220$93.4020x $85C 7 Aug 2026 (3d)
DELLRetireInc:72913$398.003x $475C 21 Aug 2026 (17d)
ENPHRetireInc:729110$56.1510x $41C 7 Aug 2026 (3d)
GLDMain:129910$456.0010x $386C 21 Aug 2026 (17d)
GOOG-LC300Neville:086515$373.0015x $355C 18 Sep 2026 (45d)
GOOG-LC310Joint:17825$392.505x $355C 18 Sep 2026 (45d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $370C 18 Sep 2026 (45d)
IGVMain:129912$96.5012x $105C 18 Sep 2026 (45d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $108C 7 Aug 2026 (3d)
MDBNeville:08651$362.901x $410C 18 Sep 2026 (45d)
METAMain:12993$601.503x $610C 18 Sep 2026 (45d)
MSTR-LC125RetireInc:72914$161.004x $110C 14 Aug 2026 (10d)
MSTR-LC180Joint:178210$233.0010x $110C 14 Aug 2026 (10d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $915C 7 Aug 2026 (3d)
MU-LC880Main:12995$1,028.605x $930C 7 Aug 2026 (3d)
MU-LC970Neville:08652$1,220.002x $985C 7 Aug 2026 (3d)
NEMMain:12995$114.545x $100C 7 Aug 2026 (3d)
NOWMain:129910$108.9310x $120C 18 Sep 2026 (45d)
NVDANeville:08655$199.605x $215C 28 Aug 2026 (24d)
QCOMRetireInc:72915$224.005x $165C 7 Aug 2026 (3d)
UAMYRetireInc:729125$12.4525x $7C 14 Aug 2026 (10d)

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

📏 CALIBRATION: 1674 of 2057 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%14555%70%+14pp
60-70%22464%71%+7pp
70-80%30176%91%+15pp
80-90%36785%92%+8pp
90-100%63794%98%+4pp

Touch odds: predicted 39% avg vs realized 29% touch rate over 1674 resolved (daily highs, exact intraday touch).

🚪 Roll actuals vs playbook: 116 real buyback(s) recorded · 48 roll(s), net +$1.04/sh avg.

💸 What a touch actually costs, over 48 real rolls: buyback $4.40/sh, replacement credit financed 124% of it, leaving a net CREDIT of $1.04/sh (34 of 48 rolled for a credit). Verdict: even-roll (campaign MC) is closer: the replacement credit financed most of the buyback. E[net] charges the NET cost plus one parked cycle, not the gross buyback.

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 v6.3 --all  |  2026-08-04 21:40