FORTRESS FIGHT: PORTFOLIO

42 fortress slices across 4 account(s)  |  3 deep drawdown (FIGHT)  |  1 underwater (not deep DD)  |  8 skipped (CSV)  |  1 uncapped above water  |  29 capped (out of scope)

FIGHT income if all primaries filled: $12,643/mo (53% of normal target) · E[net] after expected escape cost $-1,410/mo · plus $8,100/mo CC-safe on 1 shallow row(s) ⓘ ⚠ 1 negative E[net]
ASSIGNMENT EXPOSURE across every open short call: $724,332 locked in if all 12 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-09-25 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
COPX ↗
Joint:1782 · Next Fri
20$85.85$95.75
20 × $96 16 Oct (21d)
$1,000 cyc · $1,429/mo
87% survhist 86% · T:27%hist 25%
20 × $93 2 Oct (7d)
$300 cyc · $1,286/mo
91% survhist 96% · T:19%hist 13%
18 × $89 2 Oct (7d)
$810 cyc · $3,471/mo
73% survhist 84% · T:54%hist 44%
🎯 18 × $88 2 Oct (7d)
$1,260 cyc · $5,400/mo
67% survhist 65% · T:68%hist 58%
20 × $87.50 2 Oct (7d)
$2,400 cyc · $10,286/mo
63% survhist 65% · T:75%hist 68%
$2,500-$12,692 (22.3% IC)11.5%
SPCX ↗
Neville:0865 · Next Fri
5$147.93$189.80
5 × $190 23 Oct (28d)
$195 cyc · $209/mo
97% survhist 96% · T:7%hist 3%
5 × $162.50 2 Oct (7d)
$240 cyc · $1,029/mo
92% survhist 96% · T:17%hist 13%
🎯 5 × $157.50 2 Oct (7d)
$505 cyc · $2,164/mo
84% survhist 86% · T:33%hist 30%
5 × $155 2 Oct (7d)
$730 cyc · $3,129/mo
77% survhist 84% · T:46%hist 39%
5 × $150 2 Oct (7d)
$1,490 cyc · $6,386/mo
60% survhist 68% · T:82%hist 78%
$3,947-$15,645 (115.9% IC)28.3%
SHALLOW · NOT A DEEP DRAWDOWN   a CC at the floor still pays, so recovery is the trade: 🎯 sits on the CC-SAFE rung (assignment breaks even or better) and the income rungs beside it are fidelity, priced with what assignment below the floor would lock
DELL ↗ ▲ UP +3.5%
Main:1299 · Next Fri
3$557.09$570.25
🎯 3 × $597.50 2 Oct (7d)
$1,890 cyc · $8,100/mo
81% survhist 86% · T:40%hist 30%
above floor +$8,176 · hole 0.5mo
3 × $622.50 2 Oct (7d)
$879 cyc · $3,767/mo
91% survhist 96% · T:19%hist 13%
above floor +$15,676 · hole 1.0mo
3 × $607.50 2 Oct (7d)
$1,425 cyc · $6,107/mo
85% survhist 86% · T:30%hist 30%
above floor +$11,176 · hole 0.6mo
3 × $595 2 Oct (7d)
$2,040 cyc · $8,743/mo
79% survhist 84% · T:43%hist 39%
above floor +$7,426 · hole 0.5mo
3 × $570 2 Oct (7d)
$4,200 cyc · $18,000/mo
62% survhist 65% · T:78%hist 68%
safe once 🎯 banks · hole 0.2mo
$1,059+$8,176 whole if assigned2.4%
whole ~10 Oct on 🎯
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$20.34$17.33 BE+17.4% 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 25d
Main:1299 · Next Fri
25$24.89$34.67
25 × $37.50 16 Oct (21d)
$125 cyc · $179/mo
97% survhist 96% · T:5%hist 3%
25 × $29 2 Oct (7d)
$250 cyc · $1,071/mo
91% survhist 96% · T:18%hist 13%
21 × $27.50 2 Oct (7d)
$630 cyc · $2,700/mo
82% survhist 86% · T:37%hist 30%
🎯 24 × $27 2 Oct (7d)
$960 cyc · $4,114/mo
78% survhist 84% · T:46%hist 39%
23 × $25.50 2 Oct (7d)
$1,932 cyc · $8,280/mo
61% survhist 65% · T:82%hist 78%
$6,095-$17,453 (315.9% IC)39.3%
TOTAL (4)53
following every 🎯
$4,615 cyc · $19,779/mo
$3,210 cyc · $9,916/mo$1,669 cyc · $7,153/mo$3,370 cyc · $14,443/mo$4,990 cyc · $21,386/mo$10,022 cyc · $42,951/mo$13,601-$45,789

⏱ TRIPWIRE STATUS, 30 active short call(s)   1 TRIPPED  ·  1 watch  ·  4 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
GOOG-LC340Neville:08655x $340C 25 Sep 2026 (0d)$341.09$340.77$2.07$0.98TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
GOOG-LC300Neville:086515x $342.5C 25 Sep 2026 (0d)$341.09$343.16$0.92$0.92WATCH ▸🟢 HOLD · theta is winning why ▸
HOODJoint:178210x $126C 25 Sep 2026 (0d)$120.24$126.52$0.07$0.07HARVEST ▸🟢 HOLD · theta is winning why ▸
CRCLNeville:08655x $96C 25 Sep 2026 (0d)$89.70$96.56$0.06$0.06HARVEST ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $48C 25 Sep 2026 (0d)$44.69$48.23$0.03$0.03HARVEST ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $48C 25 Sep 2026 (0d)$44.69$48.23$0.03$0.03HARVEST ▸🟢 HOLD · theta is winning why ▸
AAPLRetireInc:72915x $342.5C 28 Sep 2026 (3d)$335.44$343.23$0.30$0.30OK ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1150C 28 Sep 2026 (3d)$1,098.66$1,154.16$2.50$2.50OK ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $230C 30 Sep 2026 (5d)$224.85$230.77$1.15$1.15OK ▸🟢 HOLD · theta is winning why ▸
SPYNeville:086512x $782C 2 Oct 2026 (7d)$769.72$783.17$0.94$0.94OK ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $270C 2 Oct 2026 (7d)$248.31$270.27$0.21$0.21OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $100C 2 Oct 2026 (7d)$89.04$100.71$0.70$0.70OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $370C 2 Oct 2026 (7d)$313.92$371.70$0.55$0.55OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $35C 2 Oct 2026 (7d)$28.82$35.29$0.12$0.12OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $85C 9 Oct 2026 (14d)$74.47$85.75$1.13$1.13OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (21d)$107.56$112.23$1.73$1.73OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $355C 16 Oct 2026 (21d)$341.09$359.26$4.83$4.83OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $30C 16 Oct 2026 (21d)$24.98$30.66$0.64$0.64OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (21d)$44.69$55.88$0.71$0.71OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (21d)$44.69$55.88$0.71$0.71OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (28d)$1,098.66$1,284.32$29.07$29.07OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $160C 23 Oct 2026 (28d)$125.93$162.09$2.24$2.24OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $240C 30 Oct 2026 (35d)$196.40$245.47$5.65$5.65OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (56d)$159.46$180.96$13.85$13.85OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (56d)$159.46$180.95$13.85$13.85OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (56d)$199.69$224.53$9.90$9.90OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $2200C 20 Nov 2026 (56d)$1,803.68$2,333.48$97.15$97.15OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1350C 20 Nov 2026 (56d)$1,098.66$1,376.43$36.27$36.27OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $430C 18 Dec 2026 (84d)$392.19$435.38$5.58$5.58OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $270C 18 Dec 2026 (84d)$196.40$278.82$7.20$7.20OK ▸🟢 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$27.59$53.26excluded by CSV (Skip) · 48.2% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$27.59$36.42excluded by CSV (Skip) · 24.2% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$27.59$65.83excluded by CSV (Skip) · 58.1% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$13.87$20.74excluded by CSV (Skip) · 33.1% below BE SS
ENPHRetireInc:729110$32.86$56.15excluded by CSV (Skip) · 41.5% below BE SS
IBITJoint:178250$47.55$70.58excluded by CSV (Skip) · 32.6% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$12.55$16.75excluded by CSV (Skip) · 25.1% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$12.55$41.04excluded by CSV (Skip) · 69.4% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 29 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AAPLRetireInc:72915$334.645x $342C 28 Sep 2026 (3d)
AMZNJoint:17825$267.925x $270C 2 Oct 2026 (7d)
APPRetireInc:72911$588.001x $370C 2 Oct 2026 (7d)
COIN-LC165Main:12998$210.908x $270C 18 Dec 2026 (84d)
COIN-LC500Main:129925$563.0025x $240C 30 Oct 2026 (35d)
CRCLNeville:08655$87.005x $96C 25 Sep 2026 (0d)
CRWVNeville:08655$125.455x $100C 2 Oct 2026 (7d)
GLDMain:129910$456.0010x $430C 18 Dec 2026 (84d)
GOOG-LC300Neville:086515$373.0015x $342C 25 Sep 2026 (0d)
GOOG-LC310Joint:17825$392.505x $355C 16 Oct 2026 (21d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $340C 25 Sep 2026 (0d)
HIMSMain:129915$17.4715x $35C 2 Oct 2026 (7d)
HOODJoint:178210$114.9510x $126C 25 Sep 2026 (0d)
IGVMain:129912$96.5012x $111C 16 Oct 2026 (21d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $160C 23 Oct 2026 (28d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (21d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (21d)
IREN-LC45Neville:086520$56.5020x $48C 25 Sep 2026 (0d)
IREN-LC50RetireInc:729120$63.4320x $48C 25 Sep 2026 (0d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (56d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (56d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1150C 28 Sep 2026 (3d)
MU-LC880Main:12995$1,028.605x $1350C 20 Nov 2026 (56d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (28d)
NVDAMain:129910$264.8010x $230C 30 Sep 2026 (5d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (56d)
RKLBRetireInc:72916$141.556x $85C 9 Oct 2026 (14d)
SNDKNeville:08651$1,620.001x $2200C 20 Nov 2026 (56d)
SPYNeville:086512$764.0012x $782C 2 Oct 2026 (7d) [LEAPS_ONLY, NO_HEDGE]

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

📏 CALIBRATION: 2828 of 2970 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: 167 real buyback(s) recorded · 84 roll(s), net +$0.58/sh avg.

💸 What a touch actually costs, over 84 real rolls: buyback $6.69/sh, replacement credit financed 109% of it, leaving a net CREDIT of $0.58/sh (58 of 84 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  |  2026-09-25 21:45