FORTRESS FIGHT: PORTFOLIO

43 fortress slices across 4 account(s)  |  1 deep drawdown (FIGHT)  |  8 skipped (CSV)  |  1 uncapped above water  |  33 capped (out of scope)

FIGHT income if all primaries filled: $5,280/mo (50% of normal target) · E[net] after expected escape cost $1,060/mo
ASSIGNMENT EXPOSURE across every open short call: $660,081 locked in if all 15 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-09-21 21:50

⚔ 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
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$20.53$17.33 BE+18.5% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
GLXY ↗ ⚡ER 29d ▲ UP +4.4%
Main:1299 · This Fri
25$25.67$35.08
25 × $40 16 Oct (25d)
$325 cyc · $390/mo
97% survhist 96% · T:6%hist 3%
25 × $34 16 Oct (25d)alt tenor
$775 cyc · $930/mo
90% survhist 96% · T:20%hist 25%
18 × $28 25 Sep (4d)
$468 cyc · $3,510/mo
82% survhist 86% · T:36%hist 30%
🎯 22 × $27.50 25 Sep (4d)
$704 cyc · $5,280/mo
77% survhist 84% · T:47%hist 39%
19 × $26 25 Sep (4d)
$1,425 cyc · $10,688/mo
57% survhist 68% · T:89%hist 78%
$6,095-$15,977 (289.2% IC)36.7%
TOTAL (1)25
following every 🎯
$704 cyc · $5,280/mo
$325 cyc · $390/mo$775 cyc · $930/mo$468 cyc · $3,510/mo$704 cyc · $5,280/mo$1,425 cyc · $10,688/mo$6,095-$15,977

⏱ TRIPWIRE STATUS, 34 active short call(s)   2 TRIPPED  ·  11 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
MU-LC670Joint:17821x $1025C 21 Sep 2026 (0d)$1,063.19$1,029.99$36.67$-1.52TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
AMDNeville:08652x $580C 23 Oct 2026 (32d)$601.51$593.17$51.55$30.04TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
SPYNeville:086512x $769C 25 Sep 2026 (4d)$766.57$769.76$2.53$2.53WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $355C 25 Sep 2026 (4d)$350.28$356.76$3.17$3.17WATCH ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $260C 25 Sep 2026 (4d)$254.95$261.16$1.65$1.65WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $357.5C 25 Sep 2026 (4d)$350.28$358.96$2.39$2.39WATCH ▸🟢 HOLD · theta is winning why ▸
CRCLNeville:08655x $100C 25 Sep 2026 (4d)$96.50$101.09$2.48$2.48WATCH ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $87C 25 Sep 2026 (4d)$83.74$88.04$1.66$1.66WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $50C 25 Sep 2026 (4d)$47.53$50.40$0.98$0.98WATCH ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $50C 25 Sep 2026 (4d)$47.53$50.39$0.98$0.98WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $355C 16 Oct 2026 (25d)$350.28$359.26$9.43$9.43WATCH ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (60d)$165.56$180.96$19.35$19.35WATCH ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (60d)$165.56$180.95$19.35$19.35WATCH ▸🟢 HOLD · theta is winning why ▸
AAPLRetireInc:72915x $345C 25 Sep 2026 (4d)$334.07$346.44$0.64$0.64OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $92C 25 Sep 2026 (4d)$87.26$92.65$0.40$0.40OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $330C 25 Sep 2026 (4d)$312.88$333.20$2.53$2.53OK ▸🟢 HOLD · theta is winning why ▸
HOODJoint:178210x $130C 25 Sep 2026 (4d)$122.42$130.94$1.44$1.44OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $165C 25 Sep 2026 (4d)$154.83$166.40$0.84$0.84OK ▸🟢 HOLD · theta is winning why ▸
DELLMain:12993x $625C 25 Sep 2026 (4d)$583.07$630.00$3.65$3.65OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $75C 25 Sep 2026 (4d)$69.44$75.68$0.72$0.72OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $31.5C 25 Sep 2026 (4d)$28.61$31.82$0.18$0.18OK ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $232.5C 2 Oct 2026 (11d)$223.94$233.94$1.83$1.83OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (25d)$105.04$112.23$1.27$1.27OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $130C 16 Oct 2026 (25d)$116.33$132.73$3.83$3.83OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (25d)$47.53$55.88$1.81$1.81OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (25d)$47.53$55.88$1.81$1.81OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $32.5C 16 Oct 2026 (25d)$25.75$32.84$0.57$0.57OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1950C 23 Oct 2026 (32d)$1,810.52$2,085.25$105.30$105.30OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1210C 23 Oct 2026 (32d)$1,063.19$1,252.67$30.48$30.48OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (32d)$1,063.19$1,284.32$22.85$22.85OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $220C 30 Oct 2026 (39d)$205.09$228.42$14.35$14.35OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $240C 30 Oct 2026 (39d)$205.09$245.47$9.40$9.40OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (60d)$181.28$224.53$4.55$4.55OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $445C 18 Dec 2026 (88d)$398.82$451.11$5.65$5.65OK ▸🟢 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$27.14$53.26excluded by CSV (Skip) · 49.0% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$27.14$36.42excluded by CSV (Skip) · 25.5% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$27.14$65.83excluded by CSV (Skip) · 58.8% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$14.89$20.74excluded by CSV (Skip) · 28.2% below BE SS
ENPHRetireInc:729110$33.78$56.15excluded by CSV (Skip) · 39.8% below BE SS
IBITJoint:178250$48.19$70.58excluded by CSV (Skip) · 31.7% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$13.63$16.75excluded by CSV (Skip) · 18.6% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$13.63$41.04excluded by CSV (Skip) · 66.8% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 33 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AAPLRetireInc:72915$334.645x $345C 25 Sep 2026 (4d)
AMDNeville:08652$489.912x $580C 23 Oct 2026 (32d)
AMZNJoint:17825$267.925x $260C 25 Sep 2026 (4d)
APPRetireInc:72911$588.001x $330C 25 Sep 2026 (4d)
COIN-LC165Main:12998$210.908x $220C 30 Oct 2026 (39d)
COIN-LC500Main:129925$563.0025x $240C 30 Oct 2026 (39d)
COPXJoint:178220$93.4020x $92C 25 Sep 2026 (4d)
CRCLNeville:08655$87.005x $100C 25 Sep 2026 (4d)
CRWVNeville:08655$125.455x $87C 25 Sep 2026 (4d)
DELLMain:12993$562.503x $625C 25 Sep 2026 (4d)
GLDMain:129910$456.0010x $445C 18 Dec 2026 (88d)
GOOG-LC300Neville:086515$373.0015x $358C 25 Sep 2026 (4d)
GOOG-LC310Joint:17825$392.505x $355C 16 Oct 2026 (25d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $355C 25 Sep 2026 (4d)
HIMSMain:129915$17.4715x $32C 25 Sep 2026 (4d)
HOODJoint:178210$114.9510x $130C 25 Sep 2026 (4d)
IGVMain:129912$96.5012x $111C 16 Oct 2026 (25d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $130C 16 Oct 2026 (25d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (25d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (25d)
IREN-LC45Neville:086520$56.5020x $50C 25 Sep 2026 (4d)
IREN-LC50RetireInc:729120$63.4320x $50C 25 Sep 2026 (4d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (60d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (60d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1025C 21 Sep 2026 (0d)
MU-LC880Main:12995$1,028.605x $1210C 23 Oct 2026 (32d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (32d)
NVDAMain:129910$264.8010x $232C 2 Oct 2026 (11d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (60d)
RKLBRetireInc:72916$141.556x $75C 25 Sep 2026 (4d)
SNDKNeville:08651$1,620.001x $1950C 23 Oct 2026 (32d)
SPCXNeville:08655$186.005x $165C 25 Sep 2026 (4d)
SPYNeville:086512$764.0012x $769C 25 Sep 2026 (4d) [LEAPS_ONLY, NO_HEDGE]

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

📏 CALIBRATION: 2828 of 2927 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%19856%61%+5pp
60-70%37864%62%-2pp
70-80%50576%82%+6pp
80-90%66285%84%-0pp
90-100%108594%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2828 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 11 graded weeks; last week 0.65x. 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  |  2026-09-21 21:50