FORTRESS FIGHT: PORTFOLIO

41 fortress slices across 4 account(s)  |  2 deep drawdown (FIGHT)  |  8 skipped (CSV)  |  1 uncapped above water  |  30 capped (out of scope)

FIGHT income if all primaries filled: $5,494/mo (53% of normal target) · E[net] after expected escape cost $1,406/mo
ASSIGNMENT EXPOSURE across every open short call: $879,541 locked in if all 12 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-09-18 21:45

⚔ 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 · Next Fri
1$319.19$603.93
1 × $352.50 25 Sep (7d)
$110 cyc · $471/mo
91% survhist 96% · T:19%hist 14%
🎯 1 × $342.50 25 Sep (7d)
$225 cyc · $964/mo
84% survhist 86% · T:34%hist 30%
1 × $335 25 Sep (7d)
$370 cyc · $1,586/mo
75% survhist 84% · T:50%hist 44%
1 × $325 25 Sep (7d)
$630 cyc · $2,700/mo
61% survhist 65% · T:80%hist 67%
$2,598-$25,918 (202.5% IC)89.2%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$19.14$17.33 BE+10.4% 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
GLXY ↗ ⚡ER 32d ▲ UP +5.6%
Main:1299 · Next Fri
25$23.47$35.20
25 × $37.50 16 Oct (28d)
$125 cyc · $134/mo
97% survhist 96% · T:6%hist 3%
🎯 25 × $32.50 16 Oct (28d)alt tenor
$300 cyc · $321/mo
93% survhist 96% · T:16%hist 14%
16 × $25 25 Sep (7d)
$608 cyc · $2,606/mo
72% survhist 84% · T:57%hist 44%
24 × $25 25 Sep (7d)
$912 cyc · $3,909/mo
72% survhist 84% · T:57%hist 44%
21 × $23.50 25 Sep (7d)
$1,848 cyc · $7,920/mo
53% survhist 70% · T:99%hist 90%
$6,095-$6,455 (116.8% IC)50.0%
TOTAL (2)26
following every 🎯
$525 cyc · $1,286/mo
$125 cyc · $134/mo
1 of 2
$410 cyc · $793/mo$833 cyc · $3,570/mo$1,282 cyc · $5,494/mo$2,478 cyc · $10,620/mo$8,693-$32,373

⏱ TRIPWIRE STATUS, 31 active short call(s)   5 watch  ·  2 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
DELLMain:12993x $595C 18 Sep 2026 (0d)$587.99$598.53$2.90$2.90WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $355C 25 Sep 2026 (7d)$353.40$356.76$5.08$5.08WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $357.5C 25 Sep 2026 (7d)$353.40$358.96$4.05$4.05WATCH ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $187.5C 25 Sep 2026 (7d)$182.78$189.17$4.45$4.45WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $355C 16 Oct 2026 (28d)$353.40$359.26$11.18$11.18WATCH ▸🟢 HOLD · theta is winning why ▸
SPYNeville:086512x $770C 21 Sep 2026 (3d)$761.10$770.39$0.08$0.08HARVEST ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $125C 16 Oct 2026 (28d)$80.62$127.58$0.38$0.38HARVEST ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1025C 21 Sep 2026 (3d)$992.63$1,029.99$4.25$4.25OK ▸🟢 HOLD · theta is winning why ▸
AAPLRetireInc:72915x $345C 25 Sep 2026 (7d)$335.57$346.44$1.17$1.17OK ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $260C 25 Sep 2026 (7d)$252.65$261.16$1.36$1.36OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $92C 25 Sep 2026 (7d)$86.74$92.65$0.45$0.45OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $195C 25 Sep 2026 (7d)$182.78$195.92$2.38$2.38OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $165C 25 Sep 2026 (7d)$154.14$166.40$1.12$1.12OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $50C 25 Sep 2026 (7d)$44.64$50.40$0.48$0.48OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $50C 25 Sep 2026 (7d)$44.64$50.39$0.48$0.48OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $31.5C 25 Sep 2026 (7d)$28.11$31.82$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $26.5C 25 Sep 2026 (7d)$23.64$26.66$0.26$0.26OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $75C 25 Sep 2026 (7d)$64.84$75.68$0.28$0.28OK ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $232.5C 2 Oct 2026 (14d)$219.93$233.94$1.21$1.21OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (28d)$104.18$112.23$1.25$1.25OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $130C 16 Oct 2026 (28d)$109.44$132.73$1.99$1.99OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (28d)$44.64$55.88$1.21$1.21OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (28d)$44.64$55.88$1.21$1.21OK ▸🟢 HOLD · theta is winning why ▸
AMDNeville:08652x $580C 23 Oct 2026 (35d)$547.49$593.17$21.95$21.95OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1950C 23 Oct 2026 (35d)$1,667.27$2,085.25$54.55$54.55OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1210C 23 Oct 2026 (35d)$992.63$1,252.67$15.40$15.40OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (35d)$992.63$1,284.32$11.43$11.43OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (63d)$188.80$224.53$6.45$6.45OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (63d)$141.54$180.96$8.25$8.25OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (63d)$141.54$180.95$8.25$8.25OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $470C 18 Dec 2026 (91d)$399.29$476.90$3.35$3.35OK ▸🟢 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$25.23$53.26excluded by CSV (Skip) · 52.6% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$25.23$36.42excluded by CSV (Skip) · 30.7% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$25.23$65.83excluded by CSV (Skip) · 61.7% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$13.64$20.74excluded by CSV (Skip) · 34.2% below BE SS
ENPHRetireInc:729110$35.88$56.15excluded by CSV (Skip) · 36.1% below BE SS
IBITJoint:178250$44.84$70.58excluded by CSV (Skip) · 36.5% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$12.26$16.75excluded by CSV (Skip) · 26.8% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$12.26$41.04excluded by CSV (Skip) · 70.1% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 30 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AAPLRetireInc:72915$334.645x $345C 25 Sep 2026 (7d)
AMDNeville:08652$489.912x $580C 23 Oct 2026 (35d)
AMZNJoint:17825$267.925x $260C 25 Sep 2026 (7d)
COIN-LC165Main:12998$210.908x $188C 25 Sep 2026 (7d)
COIN-LC500Main:129925$563.0025x $195C 25 Sep 2026 (7d)
COPXJoint:178220$93.4020x $92C 25 Sep 2026 (7d)
CRWVNeville:08655$125.455x $125C 16 Oct 2026 (28d)
DELLMain:12993$562.503x $595C 18 Sep 2026 (0d)
GLDMain:129910$456.0010x $470C 18 Dec 2026 (91d)
GOOG-LC300Neville:086515$373.0015x $358C 25 Sep 2026 (7d)
GOOG-LC310Joint:17825$392.505x $355C 16 Oct 2026 (28d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $355C 25 Sep 2026 (7d)
HIMSMain:129915$17.4715x $32C 25 Sep 2026 (7d)
IGVMain:129912$96.5012x $111C 16 Oct 2026 (28d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $130C 16 Oct 2026 (28d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (28d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (28d)
IREN-LC45Neville:086520$56.5020x $50C 25 Sep 2026 (7d)
IREN-LC50RetireInc:729120$63.4320x $50C 25 Sep 2026 (7d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (63d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (63d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1025C 21 Sep 2026 (3d)
MU-LC880Main:12995$1,028.605x $1210C 23 Oct 2026 (35d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (35d)
NVDAMain:129910$264.8010x $232C 2 Oct 2026 (14d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (63d)
RKLBRetireInc:72916$141.556x $75C 25 Sep 2026 (7d)
SNDKNeville:08651$1,620.001x $1950C 23 Oct 2026 (35d)
SPCXNeville:08655$186.005x $165C 25 Sep 2026 (7d)
SPYNeville:086512$764.0012x $770C 21 Sep 2026 (3d) [LEAPS_ONLY, NO_HEDGE]

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

📏 CALIBRATION: 2674 of 2923 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%18756%62%+6pp
60-70%36664%61%-3pp
70-80%47576%83%+6pp
80-90%61985%84%-0pp
90-100%102794%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2674 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 10 graded weeks; last week 1.04x. Every hist pill on this page carries this range in its tooltip.

🚪 Roll actuals vs playbook: 166 real buyback(s) recorded · 83 roll(s), net +$0.59/sh avg.

💸 What a touch actually costs, over 83 real rolls: buyback $6.77/sh, replacement credit financed 109% of it, leaving a net CREDIT of $0.59/sh (58 of 83 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  |  2026-09-18 21:45