FORTRESS FIGHT: SPCX @ $147.01

BE SS: $186.00  |  CC-SS: $188.98  |  5 contracts (500 sh) |  ⌂ PORTFOLIO

GENERATED2026-09-24 21:44

SPCX @ $147.01   UNDERWATER $38.99 (21.0% below BE SS)

5 contracts (500 sh)  |  BE SS: $186.00  |  CC-SS: $188.98 (banked floor $181.95)  |  IV: HIGH  |  Accounts: Neville:0865

LC: $150 exp 2027-03-19 (entry $60.433/sh)
SP: $195 exp 2027-03-19 (entry $54.780/sh)
HP: $135 exp 2027-03-19 (entry $21.391/sh)

Economics

Max Loss$43,500(ND $27.00 + SW $60) x 500
Normal income ref$5,990/mo95% ann ROI on ML
Hedge (static, never rolled)$0/moHP expiry = SP LEAPS; decay ≈ $1,236/mo (info only, already in marks)
Unrealized P&L$-22,100fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$2,995/mo
HEDGE COVER
$0/mo (static)
NORMAL INCOME
$5,990/mo (ATM CC, chain)
IC VELOCITY
2.3 mo to earn back $13,500
ML VELOCITY
7.3 mo to earn back $43,500
Deep drawdown confirmed: a CC at CC-SS $188.98 (probe: $190C 15d) brings only $110/mo (<20% of normal), so FIGHT below it is warranted.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-02; banked cash shrinks the hole (shown as an info-only banked floor, the recommended CC-SS stays the pure recovery strike; seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-02
$3,947
Hole (after banked)
$18,153
was $22,100 · 18% earned back
Cycles closed
19
Credit in flight
$700
CC-SS · banked floor (info)
$188.98 → $181.95
⚠ ASSIGNMENT recorded: 5x $131C 20260807 on 2026-08-10. Premium kept, but check the position: assignment below CC-SS locks the cap give-up.
? 6 leg(s) closed as UNKNOWN (vanished with no fill in window): banked $0, conservative. Fix campaign.json by hand if wrong.
Open legAcctCredit/shIn flightOpened
5x $165C 25 Sep 2026U13190865$1.40$7002026-09-17
INTERPRETATION
Primary: 5 contracts at $155 / 8d. This is the safest strike (survival 78%, breach 22%) that still earns 50% of normal income ($2,995/mo); it brings $3,206/mo. The engine maximizes the odds the pullback never reaches your strike, rather than chasing the fattest near-ATM premium.
More income, less safety: the ladder tops out at 5 × $150/8d for $6,000/mo, but breach risk rises to 38% (+16pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 5 × $190/22d (98% survival, $164/mo).
Downside anchor: the primary mortgages $16,136 (120% of IC) ONLY on a full V-bounce all the way to SS $186, recoverable in 2.7 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 5 contracts realizes $-22,110 and cuts bleed by $0/mo.

📅 Two weekly tracks, this Friday & next Friday

Each Friday gets its own recommended pick and full income ladder (safest strike per income rung, sized across your 5 contracts). The master ranks the two by E[net]/mo to pick one grand pick; both are shown here so you can choose the tenor that fits your roll cadence.

🏆 Grand pick: NEXT FRIDAY · 2 Oct 2026 (8d) · sell 5 × $155, 78% survival, $3,206/mo (E[net] $896/mo).
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆2 Oct 2026 · 8d5 × $15578%$3,206$896
E[net] arithmetic on the grand pick: keep $855 with probability 64%; on the 36% touch you roll, paying $1,732 to close and taking $853 back from the best priced door (net cash $879) and parking about one cycle of income. Charging the FULL buyback with no door credit (the pre-2026-07-25 model) contradicted the campaign simulation, which prices the same event as a cash-neutral even roll.

📅 NEXT FRIDAY · 2 Oct 2026 · 8d · E[net] $896/mo 🏆 GRAND PICK

🎯 Engine pick: sell 5 × $155 (50% normal), 78% survival, breach 22%, $3,206/mo.
⚖️ Worth a safer step: the $157.50 rung (33% normal) lifts survival to 84% (breach 22% → 16%) for $900/mo less (28% income), and it still covers your hedge. The pick sits below the ~80% (≈1σ) comfort line; on a drawdown you are nursing back, dodging the frequent breach usually beats the extra premium. Lean: the safer $157.50 rung, unless you need the income to cover the hedge bleed, or you expect SPCX to stay flat-to-down near term.
SPCX  spot $147.01 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsFIGHT edgePer cycleIncome/moΔ vs pickCap give-up
🛡 safe yield5 × $162.502 Oct8d10.5%93%hist 96%15%hist 13%+3pp$310$1,163-$2,044$12,931
Sell 5 × $162.50 10.5% OTM over spot $147.01 2 Oct 2026 (8d, $0.64 mid)
= $310 credit for the 8d cycle → $1,163/mo projected
Survival (stays ≤ $162.50)
93%
Breach risk
7%
POP (stays ≤ $163.13)
93%
EV / mo
+$807
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+3pp
55% whole by 9mo vs 51% doing nothing
FIRE DRILLS
~0.8/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$845/mo
median; plan ~$575/mo after 68% keep · $5,580 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.8 mo [1.5-5.1], measured ONLY among the 55% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
11%
Flat exit net (mid-life)
-$1,505
Free roll-up
+$3/wk
Safest escape (by 16 Oct 2026)
$170 @ 77% POP
71% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $5.13/sh now → $3.63 mid-life (likely $3.02–$5.27)≈ $0 at expiry  |  you banked $0.62/sh, so a flat mid-life exit nets -$3.01/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 334 simulated challenges: the $162 strike is typically first touched on day 6 of 8, at $165 (overshoots $2.49). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$1629 Oct 202611d left+$1.55/sh+$774
cycle +$1,084
[+$710…+$1,137] · 100% credit
67%
surv 52%
-$13,442 NOT
cap gain +$8,658
Max even-money escape in the band~$16816 Oct 202618d left+$0.59/sh+$295
cycle +$605
[+$12…+$619] · 75% credit
74%
surv 65%
-$11,235 NOT
cap gain +$10,865
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Up-and-out for even (raise the cap, free)~$1659 Oct 202611d left+$0.20/sh+$101
cycle +$411
[-$114…+$369] · 62% credit
72%
surv 61%
-$12,652 NOT
cap gain +$9,448
Safety roll (pay small debit, max POP)~$17016 Oct 202618d left-$0.23/sh-$117
cycle +$193
[-$482…+$187] · 36% credit
77%
surv 71%
-$10,425 NOT
cap gain +$11,675
budget: banked $310 debit $117 (38% used ≈ 0.4 wk of income) → whole cycle still +$193 cash · rolled 5 ct earn ≈ $2,831/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$1,163/mo
vs 50% target ($2,995/mo)-61%
vs normal income ($5,990/mo)19% covered
Net income (after hedge)$1,163/mo
Downside budget
⚠ $162.50 is $26 below CC-SS $188.98: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$12,931
… as % of IC ($13,500)95.8%
… as % of ML ($43,500)29.7%
Recovery months (at normal income)2.2 mo
Surgical close (5 ct)$-22,108
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.15/sh (~25% of the $0.62 collected) or spot ≥ $163.13 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $162)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $160.88Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$161-163.13
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $163.13
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.98 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$162.50 (1.5σ)$310$-14,215+$7,885+$230
+2.5%$166.56 (1.9σ)$-1,721$-14,260+$7,840-$1,801
+5%$170.62 (2.3σ)$-3,752$-14,305+$7,795-$3,832
SS (= V-bounce)$186.00 (3.7σ)$-11,440$-14,474+$7,626-$11,020
V-BOUNCE STRESS (stock → CC-SS $188.98, where you are whole again, by expiry)
Starting unrealized P&L: $-22,100
+ Fortress recovery (un-capped): +$20,525
− CC assignment net of premium (5 × $162.50): -$12,931
Total Position P&L @ SS: $-14,507 (+$7,593 vs today)
Do-nothing baseline at SS: $-3,487 (this trade vs do-nothing: $-11,020, the opportunity cost of earning $1,163/mo FIGHT income now)
33% normal ← lean5 × $157.502 Oct8d7.1%84%hist 86%32%hist 30%+10pp$615$2,306-$900$15,126
Sell 5 × $157.50 7.1% OTM over spot $147.01 2 Oct 2026 (8d, $1.25 mid)
= $615 credit for the 8d cycle → $2,306/mo projected
Survival (stays ≤ $157.50)
84%
Breach risk
16%
POP (stays ≤ $158.75)
87%
EV / mo
+$1,214
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+10pp
60% whole by 9mo vs 50% doing nothing
FIRE DRILLS
~1.7/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,386/mo
median; plan ~$943/mo after 68% keep · $8,846 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.8 mo [1.4-5.2], measured ONLY among the 60% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
25%
Flat exit net (mid-life)
-$1,145
Free roll-up
+$3/wk
Safest escape (by 16 Oct 2026)
$168 @ 80% POP
76% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.98/sh now → $3.52 mid-life (likely $3.43–$5.56)≈ $0 at expiry  |  you banked $1.23/sh, so a flat mid-life exit nets -$2.29/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 755 simulated challenges: the $158 strike is typically first touched on day 5 of 8, at $160 (overshoots $2.48). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$1589 Oct 202611d left+$1.66/sh+$828
cycle +$1,443
[+$659…+$1,060] · 100% credit
67%
surv 52%
-$15,528 NOT
cap gain +$6,572
Max even-money escape in the band~$16316 Oct 202618d left+$0.70/sh+$351
cycle +$966
[-$25…+$490] · 73% credit
74%
surv 65%
-$13,320 NOT
cap gain +$8,780
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Up-and-out for even (raise the cap, free)~$1609 Oct 202611d left+$0.31/sh+$156
cycle +$771
[-$127…+$271] · 58% credit
72%
surv 61%
-$14,737 NOT
cap gain +$7,363
Safety roll (pay small debit, max POP)~$16816 Oct 202618d left-$0.79/sh-$394
cycle +$221
[-$937…-$313] · 10% credit
80%
surv 76%
-$11,620 NOT
cap gain +$10,480
budget: banked $615 debit $394 (64% used ≈ 0.7 wk of income) → whole cycle still +$221 cash · rolled 5 ct earn ≈ $2,276/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$2,306/mo
vs 50% target ($2,995/mo)-23%
vs normal income ($5,990/mo)39% covered
Net income (after hedge)$2,306/mo
Downside budget
⚠ $157.50 is $31 below CC-SS $188.98: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$15,126
… as % of IC ($13,500)112.0%
… as % of ML ($43,500)34.8%
Recovery months (at normal income)2.5 mo
Surgical close (5 ct)$-22,108
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.31/sh (~25% of the $1.23 collected) or spot ≥ $158.75 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $158)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $155.93Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$156-158.75
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $158.75
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.98 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$157.50 (1.0σ)$615$-16,355+$5,745+$535
+2.5%$161.44 (1.4σ)$-1,354$-16,399+$5,701-$1,434
+5%$165.38 (1.8σ)$-3,322$-16,442+$5,658-$3,402
SS (= V-bounce)$186.00 (3.7σ)$-13,635$-16,669+$5,431-$13,215
V-BOUNCE STRESS (stock → CC-SS $188.98, where you are whole again, by expiry)
Starting unrealized P&L: $-22,100
+ Fortress recovery (un-capped): +$20,525
− CC assignment net of premium (5 × $157.50): -$15,126
Total Position P&L @ SS: $-16,702 (+$5,398 vs today)
Do-nothing baseline at SS: $-3,487 (this trade vs do-nothing: $-13,215, the opportunity cost of earning $2,306/mo FIGHT income now)
🎯 50% normal5 × $1552 Oct8d5.4%78%hist 84%44%hist 39%+15pp$855$3,206$16,136
Sell 5 × $155 5.4% OTM over spot $147.01 2 Oct 2026 (8d, $1.73 mid)
= $855 credit for the 8d cycle → $3,206/mo projected
Survival (stays ≤ $155)
78%
Breach risk
22%
POP (stays ≤ $156.73)
83%
EV / mo
+$1,409
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+15pp
64% whole by 9mo vs 50% doing nothing
FIRE DRILLS
~2.4/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,625/mo
median; plan ~$1,105/mo after 68% keep · $7,817 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.3 mo [1.3-4.4], measured ONLY among the 64% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
36%
Flat exit net (mid-life)
-$877
Free roll-up
+$3/wk
Safest escape (by 16 Oct 2026)
$168 @ 83% POP
80% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.90/sh now → $3.46 mid-life (likely $3.69–$5.73)≈ $0 at expiry  |  you banked $1.71/sh, so a flat mid-life exit nets -$1.75/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,066 simulated challenges: the $155 strike is typically first touched on day 4 of 8, at $157 (overshoots $2.42). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$1559 Oct 202611d left+$1.71/sh+$853
cycle +$1,708
[+$644…+$977] · 100% credit
67%
surv 52%
-$16,485 NOT
cap gain +$5,615
Max even-money escape in the band~$16016 Oct 202618d left+$0.75/sh+$377
cycle +$1,232
[-$66…+$436] · 70% credit
74%
surv 65%
-$14,276 NOT
cap gain +$7,824
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Up-and-out for even (raise the cap, free)~$1589 Oct 202611d left+$0.36/sh+$182
cycle +$1,037
[-$149…+$237] · 50% credit
72%
surv 61%
-$15,694 NOT
cap gain +$6,406
Safety roll (pay small debit, max POP)~$16816 Oct 202618d left-$1.29/sh-$644
cycle +$211
[-$1,333…-$692] · 3% credit
83%
surv 80%
-$11,629 NOT
cap gain +$10,471
budget: banked $855 debit $644 (75% used ≈ 0.9 wk of income) → whole cycle still +$211 cash · rolled 5 ct earn ≈ $1,813/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$3,206/mo
vs 50% target ($2,995/mo)+7%
vs normal income ($5,990/mo)54% covered
Net income (after hedge)$3,206/mo
Downside budget
⚠ $155 is $34 below CC-SS $188.98: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$16,136
… as % of IC ($13,500)119.5%
… as % of ML ($43,500)37.1%
Recovery months (at normal income)2.7 mo
Surgical close (5 ct)$-22,110
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.43/sh (~25% of the $1.71 collected) or spot ≥ $156.73 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $155)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $153.45Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$153-156.73
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $156.73
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.98 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$155.00 (≤1σ, normal week)$855$-17,338+$4,762+$775
+2.5%$158.88 (1.1σ)$-1,082$-17,381+$4,719-$1,162
+5%$162.75 (1.5σ)$-3,020$-17,423+$4,677-$3,100
SS (= V-bounce)$186.00 (3.7σ)$-14,645$-17,679+$4,421-$14,225
V-BOUNCE STRESS (stock → CC-SS $188.98, where you are whole again, by expiry)
Starting unrealized P&L: $-22,100
+ Fortress recovery (un-capped): +$20,525
− CC assignment net of premium (5 × $155): -$16,136
Total Position P&L @ SS: $-17,712 (+$4,388 vs today)
Do-nothing baseline at SS: $-3,487 (this trade vs do-nothing: $-14,225, the opportunity cost of earning $3,206/mo FIGHT income now)
100% normal5 × $1502 Oct8d2.0%62%hist 65%77%hist 68%+16pp$1,600$6,000+$2,794$17,891
Sell 5 × $150 2.0% OTM over spot $147.01 2 Oct 2026 (8d, $3.25 mid)
= $1,600 credit for the 8d cycle → $6,000/mo projected
Survival (stays ≤ $150)
62%
Breach risk
38%
POP (stays ≤ $153.25)
73%
EV / mo
+$1,719
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+16pp
70% whole by 9mo vs 53% doing nothing
FIRE DRILLS
~5.3/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$2,217/mo
median; plan ~$1,507/mo after 68% keep · $9,774 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.8 mo [1.6-4.8], measured ONLY among the 70% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
62%
Flat exit net (mid-life)
-$76
Free roll-up
+$3/wk
Safest escape (by 16 Oct 2026)
$170 @ 90% POP
89% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.74/sh now → $3.35 mid-life (likely $4.35–$6.03)≈ $0 at expiry  |  you banked $3.20/sh, so a flat mid-life exit nets -$0.15/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,861 simulated challenges: the $150 strike is typically first touched on day 3 of 8, at $152 (overshoots $2.32). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$1509 Oct 202611d left+$1.80/sh+$899
cycle +$2,499
[+$631…+$808] · 100% credit
67%
surv 52%
-$18,139 NOT
cap gain +$3,961
Reliable up-and-out (highest cap still free ≥60%)~$15516 Oct 202618d left+$0.85/sh+$424
cycle +$2,024
[-$112…+$211] · 60% credit
74%
surv 65%
-$15,930 NOT
cap gain +$6,170
Up-and-out for even (raise the cap, free)~$1539 Oct 202611d left+$0.46/sh+$229
cycle +$1,829
[-$167…+$70] · 40% credit
72%
surv 61%
-$17,346 NOT
cap gain +$4,754
Max even-money escape in the band~$15816 Oct 202618d left+$0.03/sh+$13
cycle +$1,613
[-$619…-$232] · 11% credit
77%
surv 71%
-$15,118 NOT
cap gain +$6,982
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$17016 Oct 202618d left-$2.29/sh-$1,147
cycle +$453
[-$2,160…-$1,529]
90%
surv 89%
-$10,165 NOT
cap gain +$11,935
budget: banked $1,600 debit $1,147 (72% used ≈ 0.8 wk of income) → whole cycle still +$453 cash · rolled 5 ct earn ≈ $882/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$6,000/mo
vs 50% target ($2,995/mo)+100%
vs normal income ($5,990/mo)100% covered
Net income (after hedge)$6,000/mo
Downside budget
⚠ $150 is $39 below CC-SS $188.98: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$17,891
… as % of IC ($13,500)132.5%
… as % of ML ($43,500)41.1%
Recovery months (at normal income)3.0 mo
Surgical close (5 ct)$-22,125
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.80/sh (~25% of the $3.20 collected) or spot ≥ $153.25 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $150)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $148.50Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$148-153.25
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $153.25
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.98 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$150.00 (≤1σ, normal week)$1,600$-19,038+$3,062+$1,520
+2.5%$153.75 (≤1σ, normal week)$-275$-19,079+$3,021-$355
+5%$157.50 (1.0σ)$-2,150$-19,120+$2,980-$2,230
SS (= V-bounce)$186.00 (3.7σ)$-16,400$-19,434+$2,666-$15,980
V-BOUNCE STRESS (stock → CC-SS $188.98, where you are whole again, by expiry)
Starting unrealized P&L: $-22,100
+ Fortress recovery (un-capped): +$20,525
− CC assignment net of premium (5 × $150): -$17,891
Total Position P&L @ SS: $-19,467 (+$2,633 vs today)
Do-nothing baseline at SS: $-3,487 (this trade vs do-nothing: $-15,980, the opportunity cost of earning $6,000/mo FIGHT income now)
A nudge, not a rule: the engine maximizes income at acceptable safety; this weighs the income you would give up against the breach risk you would shed. Your hedge bleed and your read on SPCX are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (22 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (3 expiries scanned, 22 clear the income floor), each sized to the minimum contracts that clear it. Sorted by survival (safest first): the primary 🎯 is the safest; rows below trade safety for income.

Fortress delta: 0.978 (IBKR)  |  Recovery@SS: +$20,525 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-3,487

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$1558d2 Oct 2026$1.715/5$3,206$3,20678%83%+$1,409-$16,136119.5%$-17,712 (vs do-nothing $-14,225)
$152.508d2 Oct 2026$2.374/5$3,555$3,58771%78%+$1,289-$13,645101.1%$-15,603 (vs do-nothing $-12,116)
$152.5015d9 Oct 2026$3.705/5$3,700$3,70066%75%+$1,015-$16,391121.4%$-17,967 (vs do-nothing $-14,480)
$152.5022d16 Oct 2026$4.855/5$3,307$3,30764%74%+$848-$15,816117.2%$-17,392 (vs do-nothing $-13,905)
$1508d2 Oct 2026$3.203/5$3,600$3,66462%73%+$1,031-$10,73579.5%$-13,075 (vs do-nothing $-9,588)
$15015d9 Oct 2026$4.654/5$3,720$3,75260%72%+$878-$13,733101.7%$-15,691 (vs do-nothing $-12,204)
$15022d16 Oct 2026$5.854/5$3,191$3,22359%71%+$717-$13,25398.2%$-15,211 (vs do-nothing $-11,724)
$1498d2 Oct 2026$3.603/5$4,050$4,11459%71%+$1,055-$10,91580.8%$-13,255 (vs do-nothing $-9,768)
$14915d9 Oct 2026$5.053/5$3,030$3,09457%70%+$657-$10,48077.6%$-12,820 (vs do-nothing $-9,333)
$14922d16 Oct 2026$6.254/5$3,409$3,44157%70%+$719-$13,49399.9%$-15,451 (vs do-nothing $-11,964)
$1488d2 Oct 2026$4.052/5$3,038$3,13455%69%+$659-$7,38654.7%$-10,109 (vs do-nothing $-6,622)
$14815d9 Oct 2026$5.503/5$3,300$3,36455%69%+$665-$10,64578.8%$-12,985 (vs do-nothing $-9,498)
$14822d16 Oct 2026$6.704/5$3,655$3,68755%69%+$722-$13,713101.6%$-15,671 (vs do-nothing $-12,184)
Show 9 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$14722d16 Oct 2026$7.204/5$3,927$3,95952%68%+$719-$13,913103.1%$-15,871 (vs do-nothing $-12,384)
$14715d9 Oct 2026$6.003/5$3,600$3,66452%68%+$683-$10,79580.0%$-13,135 (vs do-nothing $-9,648)
$1478d2 Oct 2026$4.502/5$3,375$3,47151%68%+$644-$7,49655.5%$-10,219 (vs do-nothing $-6,732)
$14622d16 Oct 2026$7.703/5$3,150$3,21450%67%+$550-$10,58578.4%$-12,925 (vs do-nothing $-9,438)
$14615d9 Oct 2026$6.503/5$3,900$3,96449%67%+$680-$10,94581.1%$-13,285 (vs do-nothing $-9,798)
$1468d2 Oct 2026$5.052/5$3,788$3,88448%66%+$670-$7,58656.2%$-10,309 (vs do-nothing $-6,822)
$14522d16 Oct 2026$8.253/5$3,375$3,43948%66%+$560-$10,72079.4%$-13,060 (vs do-nothing $-9,573)
$14515d9 Oct 2026$7.003/5$4,200$4,26446%65%+$656-$11,09582.2%$-13,435 (vs do-nothing $-9,948)
$1458d2 Oct 2026$5.602/5$4,200$4,29644%65%+$660-$7,67656.9%$-10,399 (vs do-nothing $-6,912)

Income/mo = FIGHT leg gross, DTE-prorated. Net/mo = FIGHT + conservative CC gross minus hedge cost. POP (mid) = probability stock closes at or below (strike + mid premium) at expiry, per-strike chain IV when available. Survival = CC expires fully worthless. EV/mo = premium minus expected buyback, monthly, with realized vol = IV x 85% (variance risk premium 15%). Survival, POP and touch use vol x 1.00 (raw implied: the VRP haircut is applied to the premium edge but NOT to risk, because understating the edge costs opportunity while understating breach odds costs capital; the risk-side haircut arms only from the graded ledger). Cap give-up @ SS = recovery mortgaged on a V-bounce to SS, net of premium. Total P&L @ SS = absolute position P&L if the stock closes at SS; "vs do-nothing" = opportunity cost against holding all 5 contracts at the conservative CC.

fortress_fight.py v6.3  |  2026-09-24 21:44