FORTRESS FIGHT: PORTFOLIO

42 fortress slices across 4 account(s)  |  3 deep drawdown (FIGHT)  |  1 underwater (not deep DD)  |  8 skipped (CSV)  |  3 uncapped above water  |  27 capped (out of scope)

FIGHT income if all primaries filled: $17,265/mo (51% of normal target) · E[net] after expected escape cost $10,533/mo · plus $3,450/mo CC-safe on 1 shallow row(s) ⓘ
ASSIGNMENT EXPOSURE across every open short call: $745,603 locked in if all 12 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-09-28 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
IREN-LC45 ↗
Neville:0865 · This Fri
20$43.66$58.19
20 × $60 23 Oct (25d)
$780 cyc · $936/mo
93% survhist 96% · T:14%hist 14%
20 × $49.50 2 Oct (4d)
$400 cyc · $3,000/mo
91% survhist 96% · T:18%hist 14%
18 × $48.50 2 Oct (4d)
$558 cyc · $4,185/mo
88% survhist 86% · T:25%hist 25%
🎯 19 × $47.50 2 Oct (4d)
$836 cyc · $6,270/mo
83% survhist 86% · T:34%hist 33%
19 × $45.50 2 Oct (4d)
$1,691 cyc · $12,682/mo
69% survhist 64% · T:63%hist 59%
$5,471-$19,473 (324.6% IC)33.3%
IREN-LC50 ↗
RetireInc:7291 · This Fri
20$43.66$66.67
20 × $65 9 Oct (11d)
$20 cyc · $55/mo
99% survhist 96% · T:2%hist 3%
20 × $49.50 2 Oct (4d)
$400 cyc · $3,000/mo
91% survhist 96% · T:18%hist 14%
18 × $48.50 2 Oct (4d)
$558 cyc · $4,185/mo
88% survhist 86% · T:25%hist 25%
🎯 19 × $47.50 2 Oct (4d)
$836 cyc · $6,270/mo
83% survhist 86% · T:34%hist 33%
19 × $45.50 2 Oct (4d)
$1,691 cyc · $12,682/mo
69% survhist 64% · T:63%hist 59%
$4,076-$35,589 (259.8% IC)52.7%
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
CRCL ↗
Neville:0865 · This Fri
5$86.51$92.02
🎯 5 × $93.50 2 Oct (4d)
$460 cyc · $3,450/mo
81% survhist 86% · T:38%hist 33%
above floor +$741 · hole 0.8mo
5 × $98 2 Oct (4d)
$195 cyc · $1,462/mo
91% survhist 96% · T:18%hist 14%
above floor +$2,991 · hole 1.9mo
4 × $96 2 Oct (4d)
$240 cyc · $1,800/mo
88% survhist 86% · T:25%hist 25%
above floor +$1,593 · hole 1.5mo
5 × $95 2 Oct (4d)
$365 cyc · $2,738/mo
85% survhist 86% · T:30%hist 25%
above floor +$1,491 · hole 1.0mo
5 × $90 2 Oct (4d)
$880 cyc · $6,600/mo
69% survhist 64% · T:64%hist 59%
locks −$129 · hole 0.4mo
$280+$741 whole if assigned6.4%
whole ~22 Oct on 🎯
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$20.35$17.33 BE+17.4% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
HOOD
Joint:1782
10$119.70$114.95 BE+4.1% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
MU-LC670
Joint:1782
1$1,063.56$792.36 BE+34.2% 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 22d
Main:1299 · This Fri
25$24.09$35.03
25 × $37.50 16 Oct (18d)
$125 cyc · $208/mo
98% survhist 96% · T:3%hist 3%
25 × $28 2 Oct (4d)
$150 cyc · $1,125/mo
93% survhist 96% · T:14%hist 14%
14 × $26 2 Oct (4d)
$420 cyc · $3,150/mo
80% survhist 86% · T:41%hist 41%
🎯 21 × $26 2 Oct (4d)
$630 cyc · $4,725/mo
80% survhist 86% · T:41%hist 41%
23 × $25 2 Oct (4d)
$1,265 cyc · $9,488/mo
67% survhist 64% · T:68%hist 59%
$6,095-$18,340 (331.9% IC)45.4%
TOTAL (4)70
following every 🎯
$2,762 cyc · $20,715/mo
$1,385 cyc · $4,649/mo$1,145 cyc · $8,588/mo$1,776 cyc · $13,320/mo$2,667 cyc · $20,002/mo$5,527 cyc · $41,452/mo$15,922-$73,402

⏱ TRIPWIRE STATUS, 28 active short call(s)   1 TRIPPED  ·  2 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
NVDAMain:129910x $230C 30 Sep 2026 (2d)$233.06$230.77$4.65$1.59TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
AAPLRetireInc:72915x $342.5C 28 Sep 2026 (0d)$342.02$343.23$1.00$1.00WATCH ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $155C 2 Oct 2026 (4d)$149.98$156.11$1.62$1.62WATCH ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $257.5C 30 Sep 2026 (2d)$245.23$258.38$0.13$0.13HARVEST ▸🟢 HOLD · theta is winning why ▸
SPYNeville:086512x $782C 2 Oct 2026 (4d)$767.62$783.17$0.52$0.52OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $355C 2 Oct 2026 (4d)$339.02$356.25$0.74$0.74OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $355C 2 Oct 2026 (4d)$339.02$356.25$0.74$0.74OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $90C 2 Oct 2026 (4d)$84.68$90.65$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $335C 2 Oct 2026 (4d)$310.68$337.75$1.93$1.93OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $95C 2 Oct 2026 (4d)$87.88$96.03$0.92$0.92OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $32C 2 Oct 2026 (4d)$29.07$32.28$0.23$0.23OK ▸🟢 HOLD · theta is winning why ▸
DELLMain:12993x $610C 2 Oct 2026 (4d)$549.99$614.49$1.85$1.85OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $85C 9 Oct 2026 (11d)$73.37$85.75$0.72$0.72OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $355C 16 Oct 2026 (18d)$339.02$359.26$3.75$3.75OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (18d)$104.34$112.23$0.88$0.88OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $30C 16 Oct 2026 (18d)$24.10$30.66$0.39$0.39OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (18d)$43.71$55.88$0.48$0.48OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (18d)$43.71$55.88$0.48$0.48OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (25d)$1,063.56$1,284.32$19.90$19.90OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $160C 23 Oct 2026 (25d)$117.84$162.09$1.08$1.08OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $240C 30 Oct 2026 (32d)$197.12$245.47$5.28$5.28OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (53d)$159.40$180.96$13.40$13.40OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (53d)$159.40$180.95$13.40$13.40OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (53d)$187.62$224.53$6.12$6.12OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1350C 20 Nov 2026 (53d)$1,063.56$1,376.43$26.80$26.80OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $2200C 20 Nov 2026 (53d)$1,716.97$2,333.48$68.05$68.05OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $430C 18 Dec 2026 (81d)$380.39$435.38$3.67$3.67OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $270C 18 Dec 2026 (81d)$197.12$278.82$6.85$6.85OK ▸🟢 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$27.76$53.26excluded by CSV (Skip) · 47.9% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$27.76$36.42excluded by CSV (Skip) · 23.8% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$27.76$65.83excluded by CSV (Skip) · 57.8% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$13.91$20.74excluded by CSV (Skip) · 32.9% below BE SS
ENPHRetireInc:729110$31.27$56.15excluded by CSV (Skip) · 44.3% below BE SS
IBITJoint:178250$47.44$70.58excluded by CSV (Skip) · 32.8% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$12.69$16.75excluded by CSV (Skip) · 24.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$12.69$41.04excluded by CSV (Skip) · 69.1% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 27 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AAPLRetireInc:72915$334.645x $342C 28 Sep 2026 (0d)
AMZNJoint:17825$267.925x $258C 30 Sep 2026 (2d)
APPRetireInc:72911$588.001x $335C 2 Oct 2026 (4d)
COIN-LC165Main:12998$210.908x $270C 18 Dec 2026 (81d)
COIN-LC500Main:129925$563.0025x $240C 30 Oct 2026 (32d)
COPXJoint:178220$93.4020x $90C 2 Oct 2026 (4d)
CRWVNeville:08655$125.455x $95C 2 Oct 2026 (4d)
DELLMain:12993$562.503x $610C 2 Oct 2026 (4d)
GLDMain:129910$456.0010x $430C 18 Dec 2026 (81d)
GOOG-LC300Neville:086515$373.0015x $355C 2 Oct 2026 (4d) [CC_SPLIT(15x of 20x $355C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $355C 16 Oct 2026 (18d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $355C 2 Oct 2026 (4d) [CC_SPLIT(5x of 20x $355C, merged same-strike fill split by capacity)]
HIMSMain:129915$17.4715x $32C 2 Oct 2026 (4d)
IGVMain:129912$96.5012x $111C 16 Oct 2026 (18d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $160C 23 Oct 2026 (25d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (18d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (18d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (53d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (53d) [LEAPS_ONLY, NO_HEDGE]
MU-LC880Main:12995$1,028.605x $1350C 20 Nov 2026 (53d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (25d)
NVDAMain:129910$264.8010x $230C 30 Sep 2026 (2d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (53d)
RKLBRetireInc:72916$141.556x $85C 9 Oct 2026 (11d)
SNDKNeville:08651$1,620.001x $2200C 20 Nov 2026 (53d)
SPCXNeville:08655$186.005x $155C 2 Oct 2026 (4d)
SPYNeville:086512$764.0012x $782C 2 Oct 2026 (4d) [LEAPS_ONLY, NO_HEDGE]

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

📏 CALIBRATION: 2914 of 2990 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%20756%61%+5pp
60-70%38164%61%-3pp
70-80%51976%82%+6pp
80-90%68285%84%-0pp
90-100%112594%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2914 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 12 graded weeks; last week 1.36x. 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  |  2026-09-28 21:45