FORTRESS FIGHT: PORTFOLIO

42 fortress slices across 4 account(s)  |  4 deep drawdown (FIGHT)  |  8 skipped (CSV)  |  2 uncapped above water  |  28 capped (out of scope)

FIGHT income if all primaries filled: $43,620/mo (51% of normal target) · E[net] after expected escape cost $33,154/mo
ASSIGNMENT EXPOSURE across every open short call: $363,700 locked in if all 16 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium; 1 call(s) have no marked floor and are not counted.

GENERATED2026-09-02 23:51

⚔ 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  |  ranked by today's move: sell into strength (▲ UP BIG) first

POSITIONCC-SAFEINCOME LADDER  ·  SAFEST ⟶ RICHEST
RECOVERY
FortressCtPriceCC-SSCC-safe ≥ floor🛡 Safe yield33% normal50% normal100% normalBankedCap @ CC-SS↑ whole
APP ↗
RetireInc:7291 · This Fri
1$313.05$612.81
1 × $335 4 Sep (2d)
$50 cyc · $750/mo
92% survhist 96% · T:16%hist 13%
🎯 1 × $330 4 Sep (2d)
$100 cyc · $1,500/mo
87% survhist 86% · T:27%hist 27%
1 × $325 4 Sep (2d)
$180 cyc · $2,700/mo
79% survhist 84% · T:42%hist 38%
$2,111-$28,181 (220.2% IC)95.8%
SPCX ↗ ▼ DOWN -2.0%
Neville:0865 · This Fri
5$140.63$189.02
5 × $190 25 Sep (23d)
$95 cyc · $124/mo
99+% survhist 96% · T:1%hist 2%
5 × $147 4 Sep (2d)
$210 cyc · $3,150/mo
91% survhist 96% · T:19%hist 13%
5 × $149 4 Sep (2d)
$120 cyc · $1,800/mo
96% survhist 96% · T:9%hist 2%
🎯 4 × $147 4 Sep (2d)
$168 cyc · $2,520/mo
91% survhist 96% · T:19%hist 13%
5 × $145 4 Sep (2d)
$370 cyc · $5,550/mo
82% survhist 86% · T:37%hist 31%
$3,445-$16,639 (123.3% IC)34.4%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$18.01$17.33 BE+3.9% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
SPY
Neville:0865
12$765.11$764.00 BE+0.1% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here [LEAPS_ONLY, NO_HEDGE]
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$175.62$353.43
25 × $360 18 Sep (16d)
$75 cyc · $141/mo
99+% survhist 96% · T:0%hist 2%
25 × $190 4 Sep (2d)
$1,300 cyc · $19,500/mo
91% survhist 96% · T:17%hist 13%
18 × $190 4 Sep (2d)
$936 cyc · $14,040/mo
91% survhist 96% · T:17%hist 13%
🎯 19 × $187.50 4 Sep (2d)
$1,425 cyc · $21,375/mo
88% survhist 86% · T:24%hist 27%
19 × $182.50 4 Sep (2d)
$2,888 cyc · $43,320/mo
77% survhist 84% · T:47%hist 38%
$12,888-$313,839 (199.3% IC)101.2%
GLXY ↗
Main:1299 · This Fri
125$23.50$34.75
125 × $35 18 Sep (16d)
$375 cyc · $703/mo
98% survhist 96% · T:4%hist 2%
125 × $26 4 Sep (2d)
$875 cyc · $13,125/mo
96% survhist 96% · T:8%hist 2%
115 × $26 4 Sep (2d)
$805 cyc · $12,075/mo
96% survhist 96% · T:8%hist 2%
🎯 81 × $25 4 Sep (2d)
$1,215 cyc · $18,225/mo
86% survhist 86% · T:29%hist 27%
54 × $24 4 Sep (2d)
$2,430 cyc · $36,450/mo
65% survhist 67% · T:72%hist 65%
$4,837-$77,743 (281.4% IC)47.9%
TOTAL (4)156
following every 🎯
$2,908 cyc · $43,620/mo
$545 cyc · $968/mo
3 of 4
$2,435 cyc · $36,525/mo$1,961 cyc · $29,415/mo$2,808 cyc · $42,120/mo
3 of 4
$5,868 cyc · $88,020/mo$23,281-$436,402

⏱ TRIPWIRE STATUS, 28 active short call(s)   3 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
AMDNeville:08652x $475C 4 Sep 2026 (2d)$458.09$477.65$1.94$1.94WATCH ▸🟢 HOLD · theta is winning why ▸
NEMMain:12995x $125C 18 Sep 2026 (16d)$124.10$125.40$3.77$3.77WATCH ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $140C 16 Oct 2026 (44d)$136.90$155.41$8.72$8.72WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $345C 4 Sep 2026 (2d)$332.90$345.88$0.30$0.30OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $345C 4 Sep 2026 (2d)$332.90$345.88$0.30$0.30OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $40C 4 Sep 2026 (2d)$37.58$40.24$0.26$0.26OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $40C 4 Sep 2026 (2d)$37.58$40.24$0.26$0.26OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $96C 4 Sep 2026 (2d)$89.84$96.52$0.25$0.25OK ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $485C 4 Sep 2026 (2d)$449.00$492.42$1.90$1.90OK ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $267.5C 11 Sep 2026 (9d)$254.63$268.32$0.72$0.72OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $69C 11 Sep 2026 (9d)$62.17$69.65$0.53$0.53OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $42C 11 Sep 2026 (9d)$37.58$42.46$0.45$0.45OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $42C 11 Sep 2026 (9d)$37.58$42.46$0.45$0.45OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $93C 11 Sep 2026 (9d)$80.28$94.27$0.40$0.40OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $180C 18 Sep 2026 (16d)$170.27$182.48$2.31$2.31OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1650C 18 Sep 2026 (16d)$1,538.51$1,695.75$46.15$46.15OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1030C 18 Sep 2026 (16d)$940.87$1,043.97$13.30$13.30OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1030C 18 Sep 2026 (16d)$940.87$1,043.97$13.30$13.30OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $100C 18 Sep 2026 (16d)$89.73$101.31$0.53$0.53OK ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1050C 18 Sep 2026 (16d)$940.87$1,067.67$10.03$10.03OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $36C 18 Sep 2026 (16d)$28.81$36.63$0.20$0.20OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $425C 2 Oct 2026 (30d)$400.73$429.85$3.53$3.53OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $220C 2 Oct 2026 (30d)$175.91$229.43$2.71$2.71OK ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $615C 16 Oct 2026 (44d)$592.21$626.43$20.98$20.98OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $365C 16 Oct 2026 (44d)$332.90$374.44$3.70$3.70OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $150C 16 Oct 2026 (44d)$121.84$157.80$4.15$4.15OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $150C 16 Oct 2026 (44d)$121.84$157.75$4.15$4.15OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $125C 20 Nov 2026 (79d)$103.03$126.98$0.75$0.75OK ▸🟢 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$23.06$53.26excluded by CSV (Skip) · 56.7% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$23.06$36.42excluded by CSV (Skip) · 36.7% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$23.06$65.83excluded by CSV (Skip) · 65.0% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$10.95$20.74excluded by CSV (Skip) · 47.2% below BE SS
ENPHRetireInc:729110$34.79$56.15excluded by CSV (Skip) · 38.0% below BE SS
IBITJoint:178250$43.69$70.58excluded by CSV (Skip) · 38.1% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$10.18$16.75excluded by CSV (Skip) · 39.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$10.18$41.04excluded by CSV (Skip) · 75.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 28 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMDNeville:08652$489.912x $475C 4 Sep 2026 (2d)
AMZNJoint:17825$267.925x $268C 11 Sep 2026 (9d)
COIN-LC165Main:12998$210.908x $220C 2 Oct 2026 (30d)
COPXJoint:178220$93.4020x $100C 18 Sep 2026 (16d)
CRWVNeville:08655$125.455x $93C 11 Sep 2026 (9d)
DELLRetireInc:72913$398.003x $485C 4 Sep 2026 (2d)
GLDMain:129910$456.0010x $425C 2 Oct 2026 (30d)
GOOG-LC300Neville:086515$373.0015x $345C 4 Sep 2026 (2d) [CC_SPLIT(15x of 20x $345C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $365C 16 Oct 2026 (44d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $345C 4 Sep 2026 (2d) [CC_SPLIT(5x of 20x $345C, merged same-strike fill split by capacity)]
HIMSMain:129915$17.4715x $36C 18 Sep 2026 (16d)
IGVMain:129912$96.5012x $125C 20 Nov 2026 (79d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $96C 4 Sep 2026 (2d)
IREN-LC25-1299Main:129920$44.0020x $42C 11 Sep 2026 (9d)
IREN-LC25-1782Joint:178220$44.0020x $42C 11 Sep 2026 (9d)
IREN-LC45Neville:086520$56.5020x $40C 4 Sep 2026 (2d)
IREN-LC50RetireInc:729120$63.4320x $40C 4 Sep 2026 (2d)
METAMain:12993$601.503x $615C 16 Oct 2026 (44d)
MSTR-LC125RetireInc:72914$161.004x $150C 16 Oct 2026 (44d)
MSTR-LC180Joint:178210$233.0010x $150C 16 Oct 2026 (44d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1050C 18 Sep 2026 (16d)
MU-LC880Main:12995$1,028.605x $1030C 18 Sep 2026 (16d)
MU-LC970Neville:08652$1,220.002x $1030C 18 Sep 2026 (16d)
NEMMain:12995$114.545x $125C 18 Sep 2026 (16d)
NOWMain:129910$108.9310x $140C 16 Oct 2026 (44d)
QCOMRetireInc:72915$224.005x $180C 18 Sep 2026 (16d)
RKLBRetireInc:72916$141.556x $69C 11 Sep 2026 (9d)
SNDKNeville:08651$1,620.001x $1650C 18 Sep 2026 (16d)

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

📏 CALIBRATION: 2488 of 2618 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%17756%62%+6pp
60-70%34764%62%-3pp
70-80%44576%83%+7pp
80-90%57485%84%-0pp
90-100%94594%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2488 resolved (daily highs, exact intraday touch).

🚪 Roll actuals vs playbook: 156 real buyback(s) recorded · 78 roll(s), net +$0.69/sh avg.

💸 What a touch actually costs, over 78 real rolls: buyback $6.04/sh, replacement credit financed 112% of it, leaving a net CREDIT of $0.69/sh (54 of 78 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  |  2026-09-02 23:51