FORTRESS FIGHT: PORTFOLIO

43 fortress slices across 4 account(s)  |  4 deep drawdown (FIGHT)  |  8 skipped (CSV)  |  2 uncapped above water  |  29 capped (out of scope)

FIGHT income if all primaries filled: $40,720/mo (52% of normal target) · E[net] after expected escape cost $31,492/mo
ASSIGNMENT EXPOSURE across every open short call: $234,728 locked in if all 13 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.

GENERATED2026-09-08 21:37

⚔ 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  |  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
IREN-LC45 ↗ ▲ UP +5.0%
Neville:0865 · This Fri
20$46.91$58.53
20 × $60 16 Oct (38d)
$3,820 cyc · $3,016/mo
81% survhist 86% · T:42%hist 39%
20 × $54 11 Sep (3d)
$520 cyc · $5,200/mo
91% survhist 96% · T:18%hist 13%
16 × $54 11 Sep (3d)
$416 cyc · $4,160/mo
91% survhist 96% · T:18%hist 13%
🎯 18 × $53 11 Sep (3d)
$648 cyc · $6,480/mo
89% survhist 86% · T:23%hist 26%
20 × $51 11 Sep (3d)
$1,260 cyc · $12,600/mo
81% survhist 86% · T:40%hist 31%
$5,005-$9,304 (155.1% IC)24.8%
IREN-LC50 ↗ ▲ UP +5.0%
RetireInc:7291 · This Fri
20$46.91$67.08
20 × $65 11 Sep (3d)
$40 cyc · $400/mo
99+% survhist 96% · T:0%hist 3%
20 × $54 11 Sep (3d)
$520 cyc · $5,200/mo
91% survhist 96% · T:18%hist 13%
16 × $54 11 Sep (3d)
$416 cyc · $4,160/mo
91% survhist 96% · T:18%hist 13%
🎯 18 × $53 11 Sep (3d)
$648 cyc · $6,480/mo
89% survhist 86% · T:23%hist 26%
20 × $51 11 Sep (3d)
$1,260 cyc · $12,600/mo
81% survhist 86% · T:40%hist 31%
$3,610-$24,699 (180.3% IC)43.0%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$18.55$17.33 BE+7.0% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
SPY
Neville:0865
12$769.17$764.00 BE+0.7% 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
GLXY ↗
Main:1299 · This Fri
25$26.23$34.54
25 × $35 2 Oct (24d)
$400 cyc · $500/mo
91% survhist 96% · T:19%hist 13%
25 × $30 11 Sep (3d)
$200 cyc · $2,000/mo
94% survhist 96% · T:12%hist 13%
🎯 18 × $28.50 11 Sep (3d)
$252 cyc · $2,520/mo
84% survhist 86% · T:33%hist 31%
14 × $28 11 Sep (3d)
$378 cyc · $3,780/mo
79% survhist 83% · T:43%hist 39%
20 × $27.50 11 Sep (3d)
$760 cyc · $7,600/mo
73% survhist 83% · T:56%hist 44%
$4,837-$10,622 (192.2% IC)31.7%
COIN-LC500 ↗ ▼ DOWN -2.8%
Main:1299 · This Fri
25$179.44$350.48
25 × $400 18 Sep (10d)
$25 cyc · $75/mo
99+% survhist 96% · T:0%hist 3%
25 × $200 11 Sep (3d)
$2,150 cyc · $21,500/mo
91% survhist 96% · T:18%hist 13%
22 × $202.50 11 Sep (3d)
$1,584 cyc · $15,840/mo
93% survhist 96% · T:14%hist 13%
🎯 22 × $197.50 11 Sep (3d)
$2,398 cyc · $23,980/mo
89% survhist 86% · T:22%hist 26%
21 × $190 11 Sep (3d)
$4,746 cyc · $47,460/mo
79% survhist 83% · T:44%hist 39%
$12,888-$334,157 (212.2% IC)95.3%
TOTAL (4)90
following every 🎯
$3,946 cyc · $39,460/mo
$4,285 cyc · $3,991/mo$3,390 cyc · $33,900/mo$2,668 cyc · $26,680/mo$4,072 cyc · $40,720/mo$8,026 cyc · $80,260/mo$26,340-$378,782

⏱ TRIPWIRE STATUS, 32 active short call(s)   2 TRIPPED  ·  12 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
CRWVNeville:08655x $93C 11 Sep 2026 (3d)$94.50$94.27$4.25$2.75TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
NEMMain:12995x $125C 18 Sep 2026 (10d)$127.50$125.40$5.28$2.78TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
INTCNeville:08655x $103C 11 Sep 2026 (3d)$101.64$103.74$2.65$2.65WATCH ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $240C 11 Sep 2026 (3d)$233.47$240.66$1.25$1.25WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $48C 11 Sep 2026 (3d)$46.62$48.41$1.42$1.42WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $48C 11 Sep 2026 (3d)$46.62$48.41$1.42$1.42WATCH ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $332.5C 11 Sep 2026 (3d)$316.60$335.00$2.95$2.95WATCH ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $69C 11 Sep 2026 (3d)$65.59$69.65$0.81$0.81WATCH ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $180C 18 Sep 2026 (10d)$178.22$182.48$5.35$5.35WATCH ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1050C 18 Sep 2026 (10d)$1,020.22$1,067.67$32.00$32.00WATCH ▸🟢 HOLD · theta is winning why ▸
AMDNeville:08652x $510C 18 Sep 2026 (10d)$492.86$514.65$11.73$11.73WATCH ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $550C 25 Sep 2026 (17d)$524.59$565.44$18.70$18.70WATCH ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1800C 2 Oct 2026 (24d)$1,764.70$1,882.78$134.70$134.70WATCH ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $140C 16 Oct 2026 (38d)$135.39$155.41$7.70$7.70WATCH ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $36C 18 Sep 2026 (10d)$27.83$36.63$0.11$0.11HARVEST ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $267.5C 11 Sep 2026 (3d)$255.85$268.32$0.46$0.46OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $350C 11 Sep 2026 (3d)$331.77$350.70$0.36$0.36OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $350C 11 Sep 2026 (3d)$331.77$350.70$0.36$0.36OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $160C 11 Sep 2026 (3d)$147.62$161.00$0.50$0.50OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $30C 11 Sep 2026 (3d)$26.28$30.13$0.28$0.28OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $100C 18 Sep 2026 (10d)$94.23$101.31$0.88$0.88OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1120C 2 Oct 2026 (24d)$1,020.22$1,151.29$41.00$41.00OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1120C 2 Oct 2026 (24d)$1,020.22$1,151.27$41.00$41.00OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $220C 2 Oct 2026 (24d)$180.00$229.43$3.00$3.00OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $365C 16 Oct 2026 (38d)$331.77$374.44$3.55$3.55OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (38d)$46.62$55.88$2.86$2.86OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (38d)$46.62$55.88$2.86$2.86OK ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $665C 20 Nov 2026 (73d)$616.81$687.21$30.27$30.27OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $125C 20 Nov 2026 (73d)$103.34$126.98$0.61$0.61OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (73d)$136.53$180.96$9.55$9.55OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (73d)$136.53$180.95$9.55$9.55OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $470C 18 Dec 2026 (101d)$403.43$476.90$5.25$5.25OK ▸🟢 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$24.42$53.26excluded by CSV (Skip) · 54.1% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$24.42$36.42excluded by CSV (Skip) · 32.9% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$24.42$65.83excluded by CSV (Skip) · 62.9% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$12.68$20.74excluded by CSV (Skip) · 38.9% below BE SS
ENPHRetireInc:729110$37.52$56.15excluded by CSV (Skip) · 33.2% below BE SS
IBITJoint:178250$44.24$70.58excluded by CSV (Skip) · 37.3% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$11.12$16.75excluded by CSV (Skip) · 33.6% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$11.12$41.04excluded by CSV (Skip) · 72.9% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 29 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMDNeville:08652$489.912x $510C 18 Sep 2026 (10d)
AMZNJoint:17825$267.925x $268C 11 Sep 2026 (3d)
APPRetireInc:72911$588.001x $332C 11 Sep 2026 (3d)
COIN-LC165Main:12998$210.908x $220C 2 Oct 2026 (24d)
COPXJoint:178220$93.4020x $100C 18 Sep 2026 (10d)
CRWVNeville:08655$125.455x $93C 11 Sep 2026 (3d)
DELLRetireInc:72913$398.003x $550C 25 Sep 2026 (17d)
GLDMain:129910$456.0010x $470C 18 Dec 2026 (101d)
GOOG-LC300Neville:086515$373.0015x $350C 11 Sep 2026 (3d) [CC_SPLIT(15x of 20x $350C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $365C 16 Oct 2026 (38d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $350C 11 Sep 2026 (3d) [CC_SPLIT(5x of 20x $350C, merged same-strike fill split by capacity)]
HIMSMain:129915$17.4715x $36C 18 Sep 2026 (10d)
IGVMain:129912$96.5012x $125C 20 Nov 2026 (73d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $103C 11 Sep 2026 (3d)
IREN-LC25-1299Main:129920$44.0020x $48C 11 Sep 2026 (3d), 20x $55C 16 Oct 2026 (38d)
IREN-LC25-1782Joint:178220$44.0020x $48C 11 Sep 2026 (3d), 20x $55C 16 Oct 2026 (38d)
METAMain:12993$601.503x $665C 20 Nov 2026 (73d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (73d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (73d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1050C 18 Sep 2026 (10d)
MU-LC880Main:12995$1,028.605x $1120C 2 Oct 2026 (24d)
MU-LC970Neville:08652$1,220.002x $1120C 2 Oct 2026 (24d)
NEMMain:12995$114.545x $125C 18 Sep 2026 (10d)
NOWMain:129910$108.9310x $140C 16 Oct 2026 (38d)
NVDAMain:129910$264.8010x $240C 11 Sep 2026 (3d)
QCOMRetireInc:72915$224.005x $180C 18 Sep 2026 (10d)
RKLBRetireInc:72916$141.556x $69C 11 Sep 2026 (3d)
SNDKNeville:08651$1,620.001x $1800C 2 Oct 2026 (24d)
SPCXNeville:08655$186.005x $160C 11 Sep 2026 (3d)

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

📏 CALIBRATION: 2590 of 2683 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%18056%63%+7pp
60-70%36264%62%-3pp
70-80%46076%82%+6pp
80-90%60085%84%-0pp
90-100%98894%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2590 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 9 graded weeks; last week 0.93x. Every hist pill on this page carries this range in its tooltip.

🚪 Roll actuals vs playbook: 160 real buyback(s) recorded · 82 roll(s), net +$0.68/sh avg.

💸 What a touch actually costs, over 82 real rolls: buyback $6.35/sh, replacement credit financed 111% of it, leaving a net CREDIT of $0.68/sh (58 of 82 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  |  2026-09-08 21:37