Shifting portfolios

What's Changed

• Bump pytest from 7.4.4 to 8.0.0 by @dependabot in #333
• pyarrow by @tschm in #337
• notebooks by @tschm in #338
• Update basic.yml by @tschm in #339
• new portfolio.png by @tschm in #341
• Add files via upload by @tschm in #342
• Rename newplot-4.png to newplot.png by @tschm in #343
• updated notebooks by @tschm in #345
• Update dependabot.yml by @tschm in #346
• Update dependabot.yml by @tschm in #347
• shift portfolio in sep module to avoid cyclic dependency by @tschm in #349

Full Changelog: v0.9.13...v0.9.14