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: $46,354/mo (51% of normal target) · E[net] after expected escape cost $-4,710/mo ⚠ 2 negative E[net]
ASSIGNMENT EXPOSURE across every open short call: $339,117 locked in if all 18 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium; 2 call(s) have no marked floor and are not counted.

GENERATED2026-09-03 21:35

⚔ 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 ↗ ▲ UP +2.7%
RetireInc:7291 · Next Fri
1$328.00$611.02
1 × $365 11 Sep (8d)
$105 cyc · $394/mo
92% survhist 96% · T:16%hist 13%
🎯 1 × $352.50 11 Sep (8d)
$245 cyc · $919/mo
83% survhist 86% · T:34%hist 31%
1 × $345 11 Sep (8d)
$420 cyc · $1,575/mo
75% survhist 84% · T:50%hist 43%
1 × $332.50 11 Sep (8d)
$770 cyc · $2,888/mo
58% survhist 69% · T:86%hist 79%
$2,111-$25,607 (200.1% IC)86.3%
SPCX ↗ ▲ UP +3.0%
Neville:0865 · Next Fri
5$144.03$189.70
5 × $190 25 Sep (22d)
$115 cyc · $157/mo
99% survhist 96% · T:2%hist 2%
5 × $160 11 Sep (8d)
$220 cyc · $825/mo
92% survhist 96% · T:15%hist 13%
4 × $152.50 11 Sep (8d)
$544 cyc · $2,040/mo
80% survhist 84% · T:41%hist 38%
🎯 4 × $150 11 Sep (8d)
$776 cyc · $2,910/mo
73% survhist 84% · T:55%hist 43%
5 × $146 11 Sep (8d)
$1,650 cyc · $6,188/mo
59% survhist 69% · T:84%hist 79%
$3,445-$15,102 (111.9% IC)31.7%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$18.29$17.33 BE+5.5% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
SPY
Neville:0865
12$768.63$764.00 BE+0.6% 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 ↗ ▲ UP +4.1%
Main:1299 · Next Fri
25$183.03$353.84
25 × $400 18 Sep (15d)
$25 cyc · $50/mo
99+% survhist 96% · T:0%hist 2%
25 × $210 11 Sep (8d)
$2,650 cyc · $9,938/mo
92% survhist 96% · T:17%hist 13%
🎯 18 × $200 11 Sep (8d)
$4,302 cyc · $16,132/mo
83% survhist 86% · T:35%hist 31%
19 × $195 11 Sep (8d)
$6,365 cyc · $23,869/mo
76% survhist 84% · T:50%hist 38%
22 × $187.50 11 Sep (8d)
$12,540 cyc · $47,025/mo
62% survhist 66% · T:79%hist 65%
$12,888-$272,615 (173.1% IC)93.3%
GLXY ↗ ▲ UP +4.5%
Main:1299 · Next Fri
125$25.12$34.77
125 × $35 18 Sep (15d)
$250 cyc · $500/mo
98% survhist 96% · T:3%hist 2%
125 × $30 11 Sep (8d)
$625 cyc · $2,344/mo
93% survhist 96% · T:15%hist 13%
93 × $27 11 Sep (8d)
$3,162 cyc · $11,858/mo
76% survhist 84% · T:51%hist 43%
🎯 120 × $26 11 Sep (8d)
$4,800 cyc · $18,000/mo
64% survhist 66% · T:74%hist 65%
120 × $25 11 Sep (8d)
$9,600 cyc · $36,000/mo
50% survhist 69% · T:100%hist 89%
$4,837-$100,450 (363.6% IC)38.4%
TOTAL (4)156
following every 🎯
$10,123 cyc · $37,961/mo
$390 cyc · $707/mo
3 of 4
$3,600 cyc · $13,500/mo$8,253 cyc · $30,949/mo$12,361 cyc · $46,354/mo$24,560 cyc · $92,100/mo$23,281-$413,775

⏱ TRIPWIRE STATUS, 28 active short call(s)   3 TRIPPED  ·  4 watch  ·  3 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
DELLRetireInc:72913x $485C 4 Sep 2026 (1d)$487.34$492.42$9.82$7.49TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
NEMMain:12995x $125C 18 Sep 2026 (15d)$128.04$125.40$6.40$3.36TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
NOWMain:129910x $140C 16 Oct 2026 (43d)$144.44$155.41$13.07$8.64TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
GOOG-LC300Neville:086515x $345C 4 Sep 2026 (1d)$339.43$345.88$0.94$0.94WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $345C 4 Sep 2026 (1d)$339.43$345.88$0.94$0.94WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $40C 4 Sep 2026 (1d)$39.22$40.24$0.60$0.60WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $40C 4 Sep 2026 (1d)$39.22$40.24$0.60$0.60WATCH ▸🟢 HOLD · theta is winning why ▸
AMDNeville:08652x $475C 4 Sep 2026 (1d)$445.40$477.65$0.35$0.35HARVEST ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $96C 4 Sep 2026 (1d)$88.57$96.52$0.06$0.06HARVEST ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $93C 11 Sep 2026 (8d)$79.82$94.27$0.31$0.31HARVEST ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $267.5C 11 Sep 2026 (8d)$256.87$268.32$0.92$0.92OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $42C 11 Sep 2026 (8d)$39.22$42.46$0.79$0.79OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $42C 11 Sep 2026 (8d)$39.22$42.46$0.79$0.79OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $69C 11 Sep 2026 (8d)$63.40$69.65$0.64$0.64OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $180C 18 Sep 2026 (15d)$166.55$182.48$1.60$1.60OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1650C 18 Sep 2026 (15d)$1,523.91$1,695.75$39.90$39.90OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $100C 18 Sep 2026 (15d)$91.54$101.31$0.80$0.80OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1030C 18 Sep 2026 (15d)$934.16$1,043.97$11.72$11.72OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1030C 18 Sep 2026 (15d)$934.16$1,043.97$11.72$11.72OK ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1050C 18 Sep 2026 (15d)$934.16$1,067.67$8.82$8.82OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $36C 18 Sep 2026 (15d)$28.75$36.63$0.20$0.20OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $425C 2 Oct 2026 (29d)$410.67$429.85$6.33$6.33OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $220C 2 Oct 2026 (29d)$182.71$229.43$3.28$3.28OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $365C 16 Oct 2026 (43d)$339.43$374.44$5.10$5.10OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $150C 16 Oct 2026 (43d)$128.80$157.80$6.28$6.28OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $150C 16 Oct 2026 (43d)$128.80$157.75$6.28$6.28OK ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $665C 20 Nov 2026 (78d)$616.38$687.21$31.07$31.07OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $125C 20 Nov 2026 (78d)$105.58$126.98$0.96$0.96OK ▸🟢 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$24.02$53.26excluded by CSV (Skip) · 54.9% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$24.02$36.42excluded by CSV (Skip) · 34.0% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$24.02$65.83excluded by CSV (Skip) · 63.5% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$11.37$20.74excluded by CSV (Skip) · 45.2% below BE SS
ENPHRetireInc:729110$35.59$56.15excluded by CSV (Skip) · 36.6% below BE SS
IBITJoint:178250$44.49$70.58excluded by CSV (Skip) · 37.0% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$10.55$16.75excluded by CSV (Skip) · 37.0% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$10.55$41.04excluded by CSV (Skip) · 74.3% 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 (1d)
AMZNJoint:17825$267.925x $268C 11 Sep 2026 (8d)
COIN-LC165Main:12998$210.908x $220C 2 Oct 2026 (29d)
COPXJoint:178220$93.4020x $100C 18 Sep 2026 (15d)
CRWVNeville:08655$125.455x $93C 11 Sep 2026 (8d)
DELLRetireInc:72913$398.003x $485C 4 Sep 2026 (1d)
GLDMain:129910$456.0010x $425C 2 Oct 2026 (29d)
GOOG-LC300Neville:086515$373.0015x $345C 4 Sep 2026 (1d) [CC_SPLIT(15x of 20x $345C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $365C 16 Oct 2026 (43d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $345C 4 Sep 2026 (1d) [CC_SPLIT(5x of 20x $345C, merged same-strike fill split by capacity)]
HIMSMain:129915$17.4715x $36C 18 Sep 2026 (15d)
IGVMain:129912$96.5012x $125C 20 Nov 2026 (78d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $96C 4 Sep 2026 (1d)
IREN-LC25-1299Main:129920$44.0020x $42C 11 Sep 2026 (8d)
IREN-LC25-1782Joint:178220$44.0020x $42C 11 Sep 2026 (8d)
IREN-LC45Neville:086520$56.5020x $40C 4 Sep 2026 (1d)
IREN-LC50RetireInc:729120$63.4320x $40C 4 Sep 2026 (1d)
METAMain:12993$601.503x $665C 20 Nov 2026 (78d)
MSTR-LC125RetireInc:72914$161.004x $150C 16 Oct 2026 (43d)
MSTR-LC180Joint:178210$233.0010x $150C 16 Oct 2026 (43d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1050C 18 Sep 2026 (15d)
MU-LC880Main:12995$1,028.605x $1030C 18 Sep 2026 (15d)
MU-LC970Neville:08652$1,220.002x $1030C 18 Sep 2026 (15d)
NEMMain:12995$114.545x $125C 18 Sep 2026 (15d)
NOWMain:129910$108.9310x $140C 16 Oct 2026 (43d)
QCOMRetireInc:72915$224.005x $180C 18 Sep 2026 (15d)
RKLBRetireInc:72916$141.556x $69C 11 Sep 2026 (8d)
SNDKNeville:08651$1,620.001x $1650C 18 Sep 2026 (15d)

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

📏 CALIBRATION: 2489 of 2636 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%57585%84%-0pp
90-100%94594%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2489 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 8 graded weeks; last week 0.83x. Every hist pill on this page carries this range in its tooltip.

🚪 Roll actuals vs playbook: 157 real buyback(s) recorded · 79 roll(s), net +$0.69/sh avg.

💸 What a touch actually costs, over 79 real rolls: buyback $6.23/sh, replacement credit financed 111% of it, leaving a net CREDIT of $0.69/sh (55 of 79 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  |  2026-09-03 21:35