FORTRESS FIGHT: PORTFOLIO

42 fortress slices across 4 account(s)  |  3 deep drawdown (FIGHT)  |  2 underwater (not deep DD)  |  8 skipped (CSV)  |  4 uncapped above water  |  25 capped (out of scope)

FIGHT income if all primaries filled: $12,180/mo (51% of normal target) · E[net] after expected escape cost $8,071/mo · plus $19,350/mo CC-safe on 2 shallow row(s) ⓘ ⚠ 1 negative E[net]
ASSIGNMENT EXPOSURE across every open short call: $844,771 locked in if all 11 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-09-30 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$41.23$57.79
20 × $58 23 Oct (23d)
$400 cyc · $522/mo
96% survhist 96% · T:9%hist 3%
20 × $45 2 Oct (2d)
$340 cyc · $5,100/mo
91% survhist 96% · T:19%hist 14%
19 × $45.50 2 Oct (2d)
$209 cyc · $3,135/mo
93% survhist 96% · T:14%hist 14%
🎯 18 × $45 2 Oct (2d)
$306 cyc · $4,590/mo
91% survhist 96% · T:19%hist 14%
17 × $43.50 2 Oct (2d)
$612 cyc · $9,180/mo
80% survhist 86% · T:40%hist 41%
$5,471-$22,720 (378.7% IC)40.2%
IREN-LC50 ↗
RetireInc:7291 · This Fri
20$41.23$66.67
20 × $65 9 Oct (9d)
$20 cyc · $67/mo
99+% survhist 96% · T:1%hist 3%
20 × $45 2 Oct (2d)
$340 cyc · $5,100/mo
91% survhist 96% · T:19%hist 14%
19 × $45.50 2 Oct (2d)
$209 cyc · $3,135/mo
93% survhist 96% · T:14%hist 14%
🎯 18 × $45 2 Oct (2d)
$306 cyc · $4,590/mo
91% survhist 96% · T:19%hist 14%
17 × $43.50 2 Oct (2d)
$612 cyc · $9,180/mo
80% survhist 86% · T:40%hist 41%
$4,076-$38,707 (282.5% IC)61.7%
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$84.16$90.21
🎯 5 × $91 2 Oct (2d)
$210 cyc · $3,150/mo
88% survhist 86% · T:25%hist 25%
above floor +$394 · hole 1.0mo
5 × $98 9 Oct (9d)alt tenor
$230 cyc · $767/mo
90% survhist 96% · T:20%hist 14%
above floor +$3,894 · hole 3.9mo
5 × $94 2 Oct (2d)
$105 cyc · $1,575/mo
94% survhist 96% · T:12%hist 14%
above floor +$1,894 · hole 1.9mo
5 × $92.50 2 Oct (2d)
$150 cyc · $2,250/mo
92% survhist 96% · T:17%hist 14%
above floor +$1,144 · hole 1.3mo
5 × $89 2 Oct (2d)
$345 cyc · $5,175/mo
81% survhist 86% · T:39%hist 33%
locks −$261 · hole 0.6mo
$280+$394 whole if assigned7.2%
whole ~29 Oct on 🎯
DELL ↗
Main:1299 · This Fri
3$549.26$567.02
🎯 3 × $575 2 Oct (2d)
$1,080 cyc · $16,200/mo
80% survhist 86% · T:40%hist 33%
above floor +$2,395 · hole 0.3mo
3 × $590 2 Oct (2d)
$513 cyc · $7,695/mo
90% survhist 96% · T:19%hist 14%
above floor +$6,895 · hole 0.7mo
3 × $595 2 Oct (2d)
$384 cyc · $5,760/mo
93% survhist 96% · T:15%hist 14%
above floor +$8,395 · hole 0.9mo
3 × $587.50 2 Oct (2d)
$609 cyc · $9,135/mo
89% survhist 86% · T:22%hist 25%
above floor +$6,145 · hole 0.6mo
🎯 3 × $575 2 Oct (2d)
$1,080 cyc · $16,200/mo
80% survhist 86% · T:40%hist 33%
above floor +$2,395 · hole 0.3mo
$1,059+$2,395 whole if assigned3.2%
whole ~10 Oct on 🎯
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$20.39$17.33 BE+17.7% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
HOOD
Joint:1782
10$116.21$114.95 BE+1.1% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
MU-LC670
Joint:1782
1$1,074.80$792.36 BE+35.6% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
SPY
Neville:0865
12$766.99$764.00 BE+0.4% 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 ↗ ⚐⚡ER 20d
Main:1299 · This Fri
25$23.20$34.54
25 × $35 16 Oct (16d)
$50 cyc · $94/mo
98% survhist 96% · T:4%hist 3%
25 × $25.50 2 Oct (2d)
$250 cyc · $3,750/mo
93% survhist 96% · T:15%hist 14%
13 × $25.50 2 Oct (2d)
$130 cyc · $1,950/mo
93% survhist 96% · T:15%hist 14%
🎯 20 × $25.50 2 Oct (2d)
$200 cyc · $3,000/mo
93% survhist 96% · T:15%hist 14%
25 × $24 2 Oct (2d)
$400 cyc · $6,000/mo
69% survhist 64% · T:64%hist 59%
$6,095-$17,880 (323.6% IC)48.9%
TOTAL (5)73
following every 🎯
$2,102 cyc · $31,530/mo
$1,760 cyc · $20,032/mo$1,673 cyc · $22,412/mo$1,037 cyc · $15,555/mo$1,571 cyc · $23,565/mo$3,049 cyc · $45,735/mo$16,981-$79,307

⏱ TRIPWIRE STATUS, 26 active short call(s)   3 watch  ·  3 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-LC300Neville:086515x $350C 2 Oct 2026 (2d)$344.07$351.10$2.10$2.10WATCH ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $350C 2 Oct 2026 (2d)$344.07$351.10$2.10$2.10WATCH ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $155C 2 Oct 2026 (2d)$149.62$156.11$0.72$0.72WATCH ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $257.5C 30 Sep 2026 (0d)$247.10$258.38$0.01$0.01HARVEST ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $335C 2 Oct 2026 (2d)$299.80$337.75$0.22$0.22HARVEST ▸🟢 HOLD · theta is winning why ▸
AAPLRetireInc:72915x $360C 5 Oct 2026 (5d)$332.83$360.14$0.04$0.04HARVEST ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $90C 2 Oct 2026 (2d)$86.00$90.65$0.23$0.23OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1850C 2 Oct 2026 (2d)$1,734.74$1,861.43$13.80$13.80OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $32C 2 Oct 2026 (2d)$29.86$32.28$0.25$0.25OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $95C 2 Oct 2026 (2d)$87.26$96.03$0.49$0.49OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $26C 2 Oct 2026 (2d)$23.13$26.26$0.12$0.12OK ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $240C 9 Oct 2026 (9d)$230.45$242.02$1.34$1.34OK ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $85C 9 Oct 2026 (9d)$71.70$85.75$0.33$0.33OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $355C 16 Oct 2026 (16d)$344.07$359.26$5.00$5.00OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (16d)$106.43$112.23$1.09$1.09OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (16d)$41.00$55.88$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (16d)$41.00$55.88$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (23d)$1,074.80$1,284.32$19.02$19.02OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $160C 23 Oct 2026 (23d)$119.64$162.09$0.99$0.99OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $240C 30 Oct 2026 (30d)$188.79$245.47$3.88$3.88OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (51d)$156.56$180.96$11.68$11.68OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (51d)$156.56$180.95$11.68$11.68OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (51d)$187.34$224.53$5.33$5.33OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1350C 20 Nov 2026 (51d)$1,074.80$1,376.43$25.57$25.57OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $413C 18 Dec 2026 (79d)$383.42$419.00$6.80$6.80OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $270C 18 Dec 2026 (79d)$188.79$278.82$6.10$6.10OK ▸🟢 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$26.90$53.26excluded by CSV (Skip) · 49.5% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$26.90$36.42excluded by CSV (Skip) · 26.1% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$26.90$65.83excluded by CSV (Skip) · 59.1% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$13.10$20.74excluded by CSV (Skip) · 36.8% below BE SS
ENPHRetireInc:729110$32.41$56.15excluded by CSV (Skip) · 42.3% below BE SS
IBITJoint:178250$47.84$70.58excluded by CSV (Skip) · 32.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$11.78$16.75excluded by CSV (Skip) · 29.7% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$11.78$41.04excluded by CSV (Skip) · 71.3% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 25 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AAPLRetireInc:72915$334.645x $360C 5 Oct 2026 (5d)
AMZNJoint:17825$267.925x $258C 30 Sep 2026 (0d)
APPRetireInc:72911$588.001x $335C 2 Oct 2026 (2d)
COIN-LC165Main:12998$210.908x $270C 18 Dec 2026 (79d)
COIN-LC500Main:129925$563.0025x $240C 30 Oct 2026 (30d)
COPXJoint:178220$93.4020x $90C 2 Oct 2026 (2d)
CRWVNeville:08655$125.455x $95C 2 Oct 2026 (2d)
GLDMain:129910$456.0010x $413C 18 Dec 2026 (79d)
GOOG-LC300Neville:086515$373.0015x $350C 2 Oct 2026 (2d) [CC_SPLIT(15x of 20x $350C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $355C 16 Oct 2026 (16d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $350C 2 Oct 2026 (2d) [CC_SPLIT(5x of 20x $350C, merged same-strike fill split by capacity)]
HIMSMain:129915$17.4715x $32C 2 Oct 2026 (2d)
IGVMain:129912$96.5012x $111C 16 Oct 2026 (16d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $160C 23 Oct 2026 (23d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (16d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (16d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (51d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (51d) [LEAPS_ONLY, NO_HEDGE]
MU-LC880Main:12995$1,028.605x $1350C 20 Nov 2026 (51d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (23d)
NVDAMain:129910$264.8010x $240C 9 Oct 2026 (9d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (51d)
RKLBRetireInc:72916$141.556x $85C 9 Oct 2026 (9d)
SNDKNeville:08651$1,620.001x $1850C 2 Oct 2026 (2d)
SPCXNeville:08655$186.005x $155C 2 Oct 2026 (2d)

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

📏 CALIBRATION: 2914 of 3022 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  |  2026-09-30 21:45